If you’re the System Administrator of your Equilibrium environment, then you will receive notifications via email that there is a new catalog available for you to load. Follow the steps below to load a catalog into Equilibrium.
First, make sure the proper supplier already exists in your Business Directory. If not, go ahead and take a minute to add the supplier with all of their relevant information (account numbers, address, phone numbers, contacts, etc.).
Second, go to Setup in the upper right-hand corner.
From there, select Catalog Management found at the bottom of your screen.
In the upper left-hand corner of the Catalog Management window, click Add New Catalog located in the light blue bar.
Fill in all the fields… we recommend starting with manufacturer, product book and price book. Then select the appropriate supplier and give the catalog a name that your salespeople will recognize. You may want to add the year (or month and year) to the catalog label so you know which catalog has the most recent pricing. Clicking Save Catalog will add this catalog to your Catalog Management.
Don’t forget to apply your cost factor to this catalog before allowing salespeople to use it. If you have pricing profile rules or installation profile rules that are catalog specific, then you will want to address those as well. Older catalogs can be deactivated. Doing so, forces your salespeople to copy products into the newest catalog to get current pricing.
If you have any questions, please contact Support at 704.688.4095.
