PRODUCT CATALOGUE User Manual

To leverage benefit from Product Catalogue, please follow below procedure.

1. Download Product Catalogue from App Source. 2. Import Product Catalogue in your Dynamics 365 – Business Central instance. 3. On Dynamics 365 Business Central mobile and tablet app, navigate to Home screen for respective user. You can

find the “Product Catalogue” Group as shown below.

a. Sales Order Process Role Center Profile

b. Sales Manager Role Center Profile

c. Production Planner Role Center Profile

How to configure the Product Catalogue

1. For Product Catalogue, first you need to configure Products. Select the “Product List” option.

On this page, you will see four actions for operation. a) New: To add New Product b) Delete: To delete the select record c) Edit List: To edit any information of the Product

d) Open in Excel: To convert and open the Product List record in Excel

Field Description

PRODUCT Enter Code of Product Code.

PRODUCT DESCRIPTION Enter Description of Product Code

2. To configure the Category for the respective product, select the “Product Category List” option.

Click on the AssistEdit Button and Select the one of Product.

On selecting the Product, the system will show the category records for the respective product. You can insert new category records for the selected Product as shown below. You can also Delete the category record by clicking the “Delete” button.

Field Description

PRODUCT CATEGORY Enter Code of Product Category Code

PRODUCT CATEGORY DESCRIPTION Enter Description of Product Category

3. To configure the Model for the respective Product and Category, select the “Model List” option.

Click on the AssistEdit Button and Select the one of Products.

Click on the AssistEdit Button and Select the one of Product Categories.

Click OK

On selecting the Product and Product Category, the system will show the Model records for the respective product. You can also insert new model records for the selected Product and Product Category as shown below. You can also Delete the Model record by clicking the “Delete” button.

Field Description

MODEL Enter Code of Model

MODEL DESCRIPTION Enter Description of Model

4. To create the Product Catalogue based on the Products, Product Categories and Models, select the “Product Catalogue Creation” option.

On Product Catalogue Creation Filter Page, select the Product, Product Category and Model click OK.

After that, system will show the Item Details for the respective filters. You can also add the Items for the respective Product, Product Category and Model as shown below.

There are two actions available on the screen: a. Delete: To delete any Items record b. Indent Model Values: To Indent the Item records as shown below

You have to enter the Item records for applied filters and click on the “Indent Model Values” action.

system will pop-up a confirmation message. Click Yes.

System will indent the Begin and End Total at 0 Level and make the Text to Bold and Indent the Item records to the First Level. Through the “Indent Model Values”, you can categorize the Model records based on Indent Level.

Field Description

NAME Name of Item or Name of Begin-Total and End-Total Value

LINE TYPE Select the Line type for Model Line Type = Begin-Total (define the Start Point of Model Group) Line Type = Item (select the Item Code and system will automatically update the Name of Item/Model) Line Type = End-Total (define the End Point of Model Group)

ITEM CODE Define Item Code from the Item Table for the Line Type = Item

You can add New Line, Delete Line and Select More Line and shown below.

How to Configure Items on Sales Order through Product Catalogue:

1. Go to Home Page. From the Actions Group, click on Sales Order link.

2. Select Customer for the Newly Created Sales Order and Click on the “Get Catalogue Items” action.

3. On selecting the Product, Product Category, Model., the Product Catalogue Filter Page will open. On setting up the filters on page and clicking OK, the system will show Item Records.

4. On the Product Catalogue List page, from the column “Select”, select the Items you need to insert for Sales Order and click OK.

5. After selecting Items on Product Catalogue List Page, click Ok. The system will automatically insert the Sales Lines for those Items.

NOTE: “Get Catalogue Items” action is also available on the Sales Quote. You can apply the same process as per point no. 1 to 5 for Sales Quote also.

How to setup Suggested Items for Item record. 1) Go to Role Center Page and Click on Items Link.

2) As per the below example, make the 1900-S as Parent Item and 1925-W and 1929-W as Sub Item of that parent

Item.

3) Open the Item Card for Item No. 1900-S. On Item Card, there is one new action “Suggested Items” as shown below.

Click on this action “Suggested Items”. User can configure the Sub Items for the Parent Items (Currently in our case Parent Item No. = 1900-S). As per below snapshot, currently we setup 1925-W and 1929-W items as sub items for parent items = 1900-S

On this page, you have four actions for operation. a) New: To add Sub Items for parent items b) Delete: To delete the select record c) Edit List: To edit any information for Suggested Items d) Open in Excel: To convert Suggested Items List record into Excel format.

Field Description

ITEM NO. Enter Item Code of Suggested Items

DESCRIPTION Enter Description of Suggested Items

DESCRIPTION 2 Enter Description 2 of Suggested Items