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Creating catalogs for free-form orders

With a catalog for CPD free-form orders, it is possible to order products which are not included in a catalog. These products can be ordered from a supplier whose catalogs exist in Impact Ordering System, or from different suppliers whose data can be entered on the basket screen on the tab master data. In catalogs for CPD-free-form orders, the button Add product is displayed on the basket page. When a user clicks this button, he can enter the details of the product and the supplier on the tab Master data at the position of the basket. For further information about catalogs for free-form orders please see Catalog types.

The following steps are necessary to create a catalog for CPD free-form orders:

• Create free-form supplier
• Create supplier catalog
• Create user catalog
• Create basic contract for the catalog

Note: These steps are necessary for a supplier who is unknown to the system. If you want to create a CPD-catalog for suppliers who are saved in the system, you have to create a free-form supplier catalog for each supplier, because you have to indicate the supplier when you create a supplier catalog. Then you create a basic contract for the free-form catalog for each supplier, and select the contract type Standard.

Create a free-form supplier

1. On the Catalog administration page, click the link Suppliers.

   The Suppliers page is displayed.

2. Click the New entry button.

   The Supplier profile page is displayed.

3. Enter a name for the supplier. You do not have to enter any other information.
4. Click Save.

   Note: Suppliers can also be created by a company administrator.

Create a supplier catalog

1. On the Catalog administration page, click the link Supplier catalogs.

   The Supplier catalogs page is displayed.

2. Click the New entry button.

   The page Catalog is displayed. Select the menu item Help to display detailed information about this page.

3. From the list Supplier company, select the supplier you have created in the previous step, and enter a name for the catalog in the field Name.
4. Activate the option  Create user catalog.
5. Click Save.

Create user catalog

This step is only necessary if you did not activate the option Create user catalog when you created the supplier catalog.

1. On the page Catalog administration click the link User catalogs.

   The page User catalogs is displayed.

2. Click the button New entry.

   The page Catalog is displayed. Select the menu item Help to display detailed information about this page.

3. Enter a name for the catalog.
4. If you do not want to display the catalog in the catalogs overview under Browse, activate the option Do not display in the catalogs overview.
5. Select the supplier catalog you have created in the previous step from the list Original supplier catalog.
6. Click Save.

Create Basic contract for the catalog

If you want to create a basic contract, you  need to have the necessary authorization (authorization set Purchaser).

1. Select the menu item Control center  and click the link Supplier administration.
2. Click the link Basic contracts.

   The page Basic contracts is displayed.

3. Click the button New entry.

   The page Basic contract is displayed. Select the menu item Help to display detailed information about this page.

4. Select the entry Conto per Diversa from the list Contract Type.
5. Select the new free-form supplier and in the field Catalog the new free-form catalog from the list Supplier.
6. Enter a number for the basic contract in the field Contract no.
7. Activate the option Free-form orders permitted.
8. Click Save.

You can now assign the catalog to companies and users.

See also Creating a core catalog Creating a super catalog Creating an eClass catalog Create OCI catalogs