Set Sales Catalog Search and Browse Options
The browse catalog feature lets salespeople search and browse product groups and products in a hierarchy view. When configuring search and browse, you set these two options:
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Search Product Groups: Specifies whether the search returns product groups and products, or only products. If you're using not using products in your catalog, then you must set this option to yes.
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Show Immediate Child Products Only: Specifies which products display in the Products heading in the Browse Catalog window. You can ignore this option if you're not using products in your catalog.
Search Product Groups Option
In the Browse Catalog window, users enter keywords to search for product groups and products. The Search Product Groups option specifies whether the search should return product groups and products, or only individual products.
Take a look at this table to understand how to use the Search Product Groups option.
Description |
Settings |
Example When Set to Yes |
Example When Set to No |
---|---|---|---|
|
|
Search for the term |
Search for the term |
Show Immediate Child Products Only Option
In the Browse Catalog window, salespeople can browse product groups and products by selecting product groups. The Show Immediate Child Products Only option specifies whether to display only the products immediately within the selected product group, or also to display the products contained within the subgroups of the selected product group.
Here's how to use the Show Immediate Child Products Only option.
Description |
Settings |
Example When Set to Yes |
Example When Set to No |
---|---|---|---|
|
|
The product group |
The product group |
Understand Catalog Usage Option Modes
Before you set the usage options discussed here, be aware of the concept of "modes" for the catalog usage options. Each catalog usage option has a corresponding Mode value. The Mode setting lets you specify which application or applications the usage option applies to. If you leave the Mode value blank, then the usage option applies to all applications where the catalog is in use.
Set the Search and Browse Options
Use these steps to set the sales catalog search and browse options.
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Sign in as the sales administrator.
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In Setup and Maintenance, go to the following:
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Offering: Sales
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Functional Area: Sales Catalog and Products
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Task: Manage Product Group Usage
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In the Product Group Usage list, select the Base usage.
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In the Base: Details region, click the Miscellaneous tab.
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Find the option in the list and set it as needed. For example, set Search Product Groups to Yes for the mode, Opportunity Management.
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Save your changes.