How To Create and Maintain a Supplier Catalog

To Add a New Item

• • With the Products & Services Offered - Offerings Catalog workbook active, click the Insert New Instance button that is displayed in the main toolbar at the top of the main grid (the button with the + icon).

  • When the Add a New Item prompt is displayed, enter the item code that has been assigned to the new item, and click the Proceed button (the button with the tick icon - the button with the eraser icon cancels the insert action).

  • Enter appropriate values for the relevant fields on the form that is displayed; most of the form fields have hover prompts that provide hints and guidance about what to enter in the related field.

To Edit an Existing Item

• • With the Products & Services Offered - Offerings Catalog workbook and instance grid active, use the navigation and search facilities provided by the workbook interface to locate the item you wish the edit.

  • Double-click the instance in the grid to open the edit form for that instance (you can also select the Edit tool by hovering over the down-arrow that is displayed to the left of each instance presented in the workbook grid).

  • Apply the necessary changes to the relevant fields; most of the form fields have hover prompts that provide hints and guidance about what to enter in the related field.

To Delete an Existing Item

• • With the Products & Services Offered - Offerings Catalog workbook and instance grid active, use the navigation and search facilities provided by the workbook interface to locate the item you wish the delete.

  • Select the Eradicate or Prune tool by hovering over the down-arrow that is displayed to the left of the instance you want to delete.