The Catalog Page allows you to create categories and associate them with the products to display when you browse and search for products to add to a quote. It enhances the efficiency and accuracy of the quoting process by providing a user-friendly interface for product selection and configuration. 

This catalog page allows you to create the following categories.

  • Main Category
  • Sub Category

Navigating the Catalog Page

When you launch the Catalogs page on the UI, all the existing catalogs and their details are listed on this page. There are various functionalities available for you to manage the catalogs.

Managing Views

You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.

Actions available on this page

  • Click Create New > Main Category to create a new main category.
  • Click Create New > Sub Category to create a new sub category.
  • Click the ellipsis icon () next to the catelog name to delete an existing rule.
  • Export the selected catalogs. For more information, see Exporting Records.
  • Click the parent category name under the parent category column to view the details.

The following sections describe various catalog operations for managing catalog.