SaleSmartz Manual | Catalogue

General
About |
| Catalogues store references to Products in Price Lists and bundles of Products. Catalogues are used to display Products in a graphical, organised and more descriptive way than Price Lists. The structure of a Catalogue is Book-like as in a Quote. Bundles can be built in Catalogues as groups of Products. These can be used for "special deals" or set configurations. These bundles are stored in the Catalogue file whereas the Products are not. "Source documents" is the term given to files used to store the source objects for entries in a Catalogue or Quote. |
Window |
Catalogue window
| Price type popup If you have more than one price type, this popup menu will be visible and enable you to view each price type for the products (See section "Price List", chapter "Preferences"). Page switcher To the left of the Catalogue window is a Page switcher. This navigates through the Catalogue (See section "Catalogue/Quote", chapter"Basics"). Section name The section name field is used to edit the name of a section when it is viewed in the section (graphic) view. |
Menu |
| The Catalogue has its own menu which appears when the Catalogue window is selected. |
Catalogue menu
| Clean up Align the Catalogue entries when in section (Graphic) view. New Bundle Create a new empty Bundle object. Bundle items Group the selected Products into a new Bundle object. Unbundle Break up the selected bundle(s) into source Products. Open source documents If source documents (Price Lists) for any of the Catalogue entries are closed, this menu item will open the source files. These files will be opened but hidden and can be seen in the "Window" menu. Set source document Sets the source document for each of the selected entries via a file select dialogue. Locate source documents If some of the source files have been moved or deleted from a disk, this menu item will open a dialogue to locate the correct source file (See section "Catalogue/Quote", chapter "Basics"). Check source documents Quickly check all source files to make sure they are open or located on the disk. Set as default Catalogue/Price List This will set this catalogue as the preference for the default Catalogue. The windows menu will then open this catalogue as the default, or when SaleSmartz starts up, if you have set the preferences to do so (See section "General", chapter "Preferences"). |
Creating |
| Select "New document" from the "File" menu and then choose the "Catalogue" document type. |
Deleting |
| A Catalogue can be deleted by removing its file from disk. |
Opening |
| A Catalogue can be opened by opening the file on disk. The application's Catalogue can be opened by selecting "Open Catalogue" in the "Windows" menu. This will open the default Catalogue file, the location of which is stored in the preferences. If no Catalogue is currently set as the application default, then you will be asked to locate it with the preferences dialogue (See section "Catalogue", chapter 24. "Preferences"). A Catalogue can also be opened from a Quote by selecting the menu item "Open source documents" or when an object requests Bundle information (such as double clicking on an object in a Quote). Opening Quotes can also automatically open related source Catalogues if the preferences are set to do this (See chapter "Preferences"). |
Catalogue entry
About |
| A Product installed into a Catalogue creates a catalogue entry object. Each catalogue entry remembers the file that it came from. The item’s file can be changed by selecting the item, selecting the "Set source document" menu item, and then choosing the new file. Products are represented by reference in Catalogues, they are not stored there. This means that a Catalogue always requires a Price List to display Product prices and icons. Catalogue entries can appear in different forms. In the section (or graphic) mode catalogue entries will appear as in the example below if the preferences option for large catalogue entries is on (See section "Catalogue", chapter. "Preferences"). |
Large Catalogue entry
| If the preferences option is set to small Catalogue entries then the catalogue entry will appear as in the figure below. |
Small Catalogue entry
| The same Catalogue entry will appear in a simplified form in the contents mode of the Catalogue. |
Contents Catalogue entry
| Source icon The Product’s icon is shown here, when the Product's Price List is open. Source name The last updated name of the Product is shown here. Product code This is the reference code of the Product, the link to the Product in the Price List. This is hidden when the user level is not "Full access level". Sell price This is the current price of a Product, only available when the source Price List is open. Specification A sample of the specification stored for the Product in the Price List. Source file name The name of the Product’s source file. This is optional and can be set as a preference (See section "Catalogue", chapter "Preferences"). Source file status The state of the Product’s source file. This is hidden when the list file is open. It will show if the entry's Price List file is closed or has been moved/deleted. |
Creating |
| Products can be selected and dragged from a Price List window into a Catalogue window. Copying objects is done in a similar way, by selecting Product(s), copying and then pasting into the Catalogue window. Catalogue entries can also be dragged or copied from one Catalogue to another. A Product can be placed into a Catalogue by using the "Find" dialogue (See chapter "Finding"). |
Deleting |
| To delete a Catalogue entry, select it, and select "Clear catalogue entry" or "Cut catalogue entry" in the "Edit" menu, or press the "delete" key. |
Copying a Picture |
| As mentioned earlier, Catalogue entries can be copied from a Catalogue window. When an entry is copied in the section (graphic) mode, a picture of the object is also copied (as in a Quote). This picture can then be pasted into another application to be used in drawing documents. This picture can also be used in the printing of a Catalogue. |
Printing
About |
| A Catalogue is printed by first choosing a "Print Template" file, then selecting "Print" or "Print preview" in the "File" menu (See chapter "Print Template"). |

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