Catalogs Quick Guide
Catalogs Quick Guide
When employees are allowed to order products on their own behalf, or on behalf of
others, it is important that they purchase products from suppliers authorized by the
purchasing department. Even if employees cannot order products in this way, you still
need to have up-to-date prices in your system for the non-stock materials and services
your suppliers deliver.
The Catalogs view of the Product Portfolio work center enables you to import catalogs
from your suppliers into your system. You can then publish the catalogs to make them
available to employees to purchase items directly from the published catalog without
needing to contact the purchasing department. Buyers can also access the catalogs
directly from within purchase orders, requests for quotation (RFQs), and goods and
services receipts.
Create a supplier catalog that contains products from just one supplier, using the
imported BMEcat or CSV file sent to you by your supplier
Create a custom catalog manually that contains products from several suppliers
Use a spreadsheet template to create a CSV file (comma-separated file) to import items
into a supplier catalog or your custom catalog
Create internal versions of the catalogs that are relevant to the purchasing needs of
your company
Define a default product category and supplier ID for a catalog. These default values are
always used for creating a shopping cart if supplier IDs and product categories are not
stored in the catalog. The system can then automatically, if so configured, create
purchase orders for shopping carts containing items from the catalog.
Define specific items in a published catalog as recommended items. You can select the
products to be marked as recommended items for employees that use self-service
shopping. All recommended items from all available catalogs are listed, so by starting
the Define Recommended Items common task, which belongs to the Product Portfolio
work center, you can change which recommended items are defined without needing to
open each catalog separately.
View a log of the import and publication runs to make sure that the catalog was
imported successfully and that all required products were published successfully
Business background
Catalogs
You can create your own internal catalogs and access external catalogs provided by
suppliers. You control how and when changes are implemented into each internal
catalog. Each catalog contains materials or services that are structured in a hierarchy of
categories, which makes searching for items more efficient. You can create two kinds of
internal catalogs, supplier catalogs, and custom catalogs, in either BMEcat or CSV
format.
Custom Catalogs
You can create a tailor-made internal catalog for your company. You can mix and match
items from different suppliers into one catalog rather than have one catalog for each
supplier. You can then divide the custom catalog into different categories to fit the
business needs of your company.
The Product Catalog Management business scenario allows your company to use
catalogs to centrally manage non-stock materials that are required for use such as
office materials, engineering sample materials, computer systems, or machines. The
scenario is not for products to be held on stock since they can be procured directly for
an account assignment. A catalog can be managed by buyers, who create their own
internal catalogs and access external catalogs provided by suppliers using the open
catalog interface (OCI). It also allows your company to specify the default suppliers and
product categories for the catalogs. Published catalogs can be used in other
procurement scenarios.
For more information about Business Scenario Explorers, see the Business Scenario
Explorer Quick Guide.