SaleSmartz Manual | Catalogue |
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General |
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About |
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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. |
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Window |
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Catalogue window |
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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. |
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Menu |
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The Catalogue has its own menu which appears when the Catalogue window is selected. |
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Catalogue menu |
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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").
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Creating |
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Select "New document" from the "File" menu and then choose the "Catalogue" document type. |
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Deleting |
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A Catalogue can be deleted by removing its file from disk. |
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Opening |
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A Catalogue can be opened by opening the file on disk. |
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Catalogue entry |
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About |
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A Product installed into a Catalogue creates a catalogue entry object. Each
catalogue entry remembers the file that it came from. The items 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. |
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Large Catalogue entry |
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If the preferences option is set to small Catalogue entries then the catalogue entry will appear as in the figure below. |
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Small Catalogue entry |
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The same Catalogue entry will appear in a simplified form in the contents mode of the Catalogue. |
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Contents Catalogue entry |
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Source icon The Products 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 Products source file. This is optional and can be set as a preference (See section "Catalogue", chapter "Preferences"). Source file status The state of the Products 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. |
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Creating |
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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. |
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Deleting |
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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. |
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Copying a Picture |
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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. |
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Printing |
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About |
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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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