Creating and managing catalog structures

Overview

Catalogs serve as a listing of all the various products, offerings, services of a particular company or product line.

Select the applicable tab for your edition of Responsive.

• Creating catalog structures

  Catalog structures are templates that can be used to define and organize various products and services. To create a catalog structure, follow the steps below:

  1. Go to Organization Settings > Content Library > Catalog structure and click Create new.
     
  2. Complete the following information on the Create new catalog structure pop-up:
     
     
     • Enter a name and description for the catalog structure.
     • Define the tag name, display name, and type. If you select formula, click the Choose format icon next to the field and enter your formula.
       

       • Formulas help perform arithmetic operations between merge tags. Fee tables in proposals and sales order forms can be quickly generated using this function. It also eliminates the need for manual calculation and entry of cost for each product or solution specified in the proposal or form.

       • You can construct formulas using merge tags and operators such as +, -, *, and /.
         Example: ((([catalog#BaseRate]*[noofemployees])+(([catalog#BaseRate]-0.25))*[quantity])/([noofemployees]+[quantity]))/(1-[commision])

       • Clicking OK validates the formula. If there are any missing brackets in the merge tag, or a merge tag itself is missing after the operator, an alert displays letting you know the formula is invalid.

       • When custom fields with a Textbox type that has a suffix of % are used in formula, the % is automatically replaced with /100 in the formula.

  3. Click Create.

  Managing catalog structures

  1. Go to Organization Settings > Content Library > Catalog structure and click three-dot menu next to the catalog structure you want to manage.
     
  2. Do the following as needed:
     • Select Edit to edit it.
     • Select Remove to delete it.
     • Select Export to export the catalog structure to an Excel file and download it to your computer.
     • Select Import from the drop-down menu to import it.
       Note: Imported files must have the following columns: Catalog Name, Catalog Display Name, and Primary BU (if BUs are enabled for the company).

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Creating catalog structures

  Catalog structures are templates that can be used to define and organize various products and services. To create a catalog structure, follow the steps below:

  1. Go to Organization Settings > Content Library > Catalog structure and click Create new.
     
  2. Complete the following information on the Create new catalog structure pop-up:
     
     
     • Enter a name and description for the catalog structure.
     • Define the tag name, display name, and type. If you select formula, click the Choose format icon next to the field and enter your formula.
       

       • Formulas help perform arithmetic operations between merge tags. Fee tables in proposals and sales order forms can be quickly generated using this function. It also eliminates the need for manual calculation and entry of cost for each product or solution specified in the proposal or form.

       • You can construct formulas using merge tags and operators such as +, -, *, and /.
         Example: ((([catalog#BaseRate]*[noofemployees])+(([catalog#BaseRate]-0.25))*[quantity])/([noofemployees]+[quantity]))/(1-[commision])

       • Clicking OK validates the formula. If there are any missing brackets in the merge tag, or a merge tag itself is missing after the operator, an alert displays letting you know the formula is invalid.

       • When custom fields with a Textbox type that has a suffix of % are used in formula, the % is automatically replaced with /100 in the formula.

  3. Click Create.

  Managing catalog structures

  1. Go to Organization Settings > Content Library > Catalog structure and click three-dot menu next to the catalog structure you want to manage.
     
  2. Do the following as needed:
     • Select Edit to edit it.
     • Select Remove to delete it.
     • Select Export to export the catalog structure to an Excel file and download it to your computer.
     • Select Import from the drop-down menu to import it.
       Note: Imported files must have the following columns: Catalog Name, Catalog Display Name, and Primary BU (if BUs are enabled for the company).