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<ManualTopic ID="/baanerp/td/onlinemanual/000400" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Product catalogs</Title>
		<Keyword><Level1>catalog</Level1>
		</Keyword>
	</Header>
	<GeneralSection><SectionTitle>To use product catalogs</SectionTitle>
		<Paragraph>A product catalog is a user-defined hierarchical structure used to classify groups of items. This structure is similar to a bill of material, allowing you to group saleable items into logical <Link href="/baanerp/td/glossary/glossary#000301" role="glossary">categories</Link>.</Paragraph>
		<Paragraph>Product catalogs can be used during sales order entry to search for, and locate, items. At the lowest level of the catalog, you can view specific information on item, pricing, and availability.</Paragraph>
		<Paragraph>Based on the user-defined structure, searches can be performed by category, item description, or manufacturer information. When searching by category or item description, SSA ERP searches the product catalog(s), level by level. Effectivity and expiration dates can be defined to restrict the use of the catalog to a specific time period.</Paragraph>
		<Paragraph>Product catalogs can be defined for sales transactions. They can be created for general use, or for a specific sold-to business partner.</Paragraph>
		<List><ListIntro>The following items cannot be included in the product catalog:</ListIntro>
			<ListItem>List items (except for kits).</ListItem>
			<ListItem>Generic items and product variants.</ListItem>
			<ListItem>Subcontracting items.</ListItem>
			<ListItem>Equipment items.</ListItem>
		</List>
	</GeneralSection>
	<GeneralSection><SectionTitle>To create product catalogs</SectionTitle>
		<Paragraph>Catalogs consist of one or more product categories, which can be structured hierarchically and contain, at the lowest levels, items that can be sold.</Paragraph>
		<ProcedureList><ListIntro>To create a product catalog, take the following steps:</ListIntro>
			<ListItem>Enter a new category in the <GUIRef href="/baanerp/td/pct/tdpct0501m000" role="session">Category (tdpct0501m000)</GUIRef> session and select the <Link href="/baanerp/td/pct/tdpct0101s000#tdpct001.pcat" role="fieldhelp">Catalog</Link> check box for the entered category. This is the highest category level.</ListItem>
			<ListItem>Enter the subcategories that you want to include in the catalog in the <GUIRef href="/baanerp/td/pct/tdpct0501m000" role="session">Category (tdpct0501m000)</GUIRef> session. These are the categories for which the <GUIRef href="/baanerp/td/pct/tdpct0101s000#tdpct001.pcat" role="formfield">Catalog</GUIRef> check box is cleared. If you link items directly to the catalog, you can skip this step.</ListItem>
			<ListItem>If the catalog is defined as <GUIRef href="/baanerp/td/domains/pct.gsid#specific" role="enum">Specific</GUIRef> in the <Link href="/baanerp/td/pct/tdpct0101s000#tdpct001.gsid" role="fieldhelp">General/Specific</Link> field of the <GUIRef href="/baanerp/td/pct/tdpct0101s000" role="session">Category (tdpct0101s000)</GUIRef> session, you must link the catalog to (a) sold-to business partner(s) in the <Link href="/baanerp/td/pct/tdpct0103m000" role="session">Catalog - Business Partners (tdpct0103m000)</Link> session.</ListItem>
			<ListItem>Structure the product categories hierarchically by linking subcategories or items to the category that is defined as a catalog. For this purpose, select the relevant catalog and click <GUIRef href="/baanerp/td/pct/tdpct0501m000#tdpct0502m000" role="form command">Category Structure</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/pct/tdpct0501m000" role="session">Category (tdpct0501m000)</GUIRef> session. As a result, the <GUIRef href="/baanerp/td/pct/tdpct0502m000" role="session">Category Structure (tdpct0502m000)</GUIRef> session starts in which you can link the subcategories/items.</ListItem>
			<ListItem>If subcategories are linked to a catalog, you must also link items to the subcategory. For this purpose, select the relevant category and click <GUIRef href="/baanerp/td/pct/tdpct0501m000#tdpct0502m000" role="form command">Category Structure</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/pct/tdpct0501m000" role="session">Category (tdpct0501m000)</GUIRef> session. As a result, the <GUIRef href="/baanerp/td/pct/tdpct0502m000" role="session">Category Structure (tdpct0502m000)</GUIRef> session starts in which you can link the items.</ListItem>
			<ListItem>Generate a catalog based on the category that is defined as a catalog. For this purpose, select the relevant catalog and click <GUIRef href="/baanerp/td/pct/tdpct0501m000#tdpct0204m000" role="formcommand">Create Product Catalog</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/pct/tdpct0501m000" role="session">Category (tdpct0501m000)</GUIRef> session. As a result, the <GUIRef href="/baanerp/td/pct/tdpct0204m000" role="session">Create Product Catalog (tdpct0204m000)</GUIRef> session starts, which you must run with the <GUIRef href="/baanerp/td/pct/tdpct0204m000#create" role="formfield">Save Catalog</GUIRef> check box selected.</ListItem>
		</ProcedureList>
		<Note><SectionTitle>Note</SectionTitle>
			<List><ListItem>When the catalog is created, you can view the catalog in the <GUIRef href="/baanerp/td/pct/tdpct0510m000" role="session">Catalogs (tdpct0510m000)</GUIRef> session.</ListItem>
				<ListItem>To have a tree structure of the generated catalog structure, click <GUIRef href="/baanerp/td/pct/tdpct0510m000#exec.user.0" role="formcommand">Tree Structure</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/pct/tdpct0510m000" role="session">Catalogs (tdpct0510m000)</GUIRef> session, or click <GUIRef href="/baanerp/td/pct/tdpct0502m000#display.tree.structure" role="formcommand">Tree Structure</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/pct/tdpct0502m000" role="session">Category Structure (tdpct0502m000)</GUIRef> session.</ListItem>
				<ListItem>You can insert product catalogs into sales orders in the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session.</ListItem>
			</List>
		</Note>
		<GeneralSection><SectionTitle>To copy category structures</SectionTitle>
			<Paragraph>You can copy category structures in the <Link href="/baanerp/td/pct/tdpct0201m000" role="session">Copy Category Structure (tdpct0201m000)</Link> session. When copying from one category structure to another, the following rules apply for the following fields in the <GUIRef href="/baanerp/td/pct/tdpct0201m000" role="session">Copy Category Structure (tdpct0201m000)</GUIRef> session:</Paragraph>
			<TABLE border="1"><TBODY><TR><TH>Copy type</TH>
						<TH>From and to values</TH>
						<TH>For fields:</TH>
					</TR>
					<TR><TD><GUIRef href="/baanerp/td/domains/pct.cpyo#copy.new" role="enum">Create New Structure</GUIRef>
						</TD>
						<TD>Must match</TD>
						<TD>General/Specific Identifier</TD>
					</TR>
					<TR><TD><GUIRef href="/baanerp/td/domains/pct.cpyo#copy.append" role="enum">Append Structure</GUIRef>
						</TD>
						<TD>Can differ</TD>
						<TD>General/Specific Identifier</TD>
					</TR>
					<TR><TD><GUIRef href="/baanerp/td/domains/pct.cpyo#copy.replace" role="enum">Replace Structure</GUIRef>
						</TD>
						<TD>Can differ</TD>
						<TD>General/Specific Identifier</TD>
					</TR>
				</TBODY>
			</TABLE>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If you run the <GUIRef href="/baanerp/td/pct/tdpct0201m000" role="session">Copy Category Structure (tdpct0201m000)</GUIRef> session with the <GUIRef href="/baanerp/td/pct/tdpct0201m000#tdpct.copy.enum" role="formfield">Type of Copy</GUIRef> field set to <GUIRef href="/baanerp/td/domains/pct.cpyo#copy.append" role="enum">Append Structure</GUIRef>, and if the <GUIRef href="/baanerp/td/pct/tdpct0201m000#tdpct001.catc" role="formfield">Source</GUIRef> is <GUIRef href="/baanerp/td/domains/pct.gsid#general" role="enum">General</GUIRef> and the <GUIRef href="/baanerp/td/pct/tdpct0201m000#catc.dest" role="formfield">Destination</GUIRef> is <GUIRef href="/baanerp/td/domains/pct.gsid#specific" role="enum">Specific</GUIRef>, links that are defined in the <GUIRef href="/baanerp/td/pct/tdpct0103m000" role="session">Catalog - Business Partners (tdpct0103m000)</GUIRef> session, are not copied.</Paragraph>
			</Note>
		</GeneralSection>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000378" role="manual">To use templates and catalogs in sales orders</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
