Catalogs

A catalog is a high-level grouping of Items. A usage example might be a company that encompasses multiple brands organizing its products into a catalog for each brand. A catalog is represented by a catalog object in Order Management.

You can enable the use of catalogs and define the catalogs that you use. Catalogs are used to organize multiple brands or websites, one catalog for each. They can also be used to drive customizations for things like payment processing and order allocation. If you use the Amazon Marketplace, then you should also set up at least one catalog specifically for the Items that you sell via Amazon.

There is no limit as to the number of catalogs that can be created. Each catalog should have a Label, Short Label, Description, and Code. Order Management automatically generates a unique ID (or GUID) for each catalog for use by the developer.

Note: Where appropriate, catalog-level settings override the same settings at the company level and is overridden by the same settings at the site level.

To create a catalog, follow these steps:

  1. In Order Management Administration: click Settings > Preferences.
  2. Click the General tab.
  3. Click Catalogs.
  4. From the Catalogs page, enter a name in the text box, and then click Add. The new catalog’s label appears in the list.
    Note: A catalog can be deleted by clicking the trash can icon (???).
  5. Click the catalog’s label link in the list to open a form where you can edit its parameter fields. Each catalog should have a Label, Short Label, Description, and Code at a minimum. See the table for descriptions of all the fields and buttons on this page.
  6. Click in the Enabled checkbox to enable catalogs in the list.
  7. Click Update to save the catalog information.

The following table describes the parameter fields and buttons on the Catalogs page.

Fields and buttons Description
Add field and button The desired name for the catalog. Click the Add button to create the catalog. Note that the initial label will be “-NA-“.
Enabled checkbox If selected, the catalogs in the list are enabled.

It is recommended that you enable catalogs, even if you only use one to cover your entire business. This helps with organization and is conducive to future growth.

Code A code used to reference the catalog.
Order This field relates to legacy functionality and is no longer used.
Visible checkbox If checked (Default), then the catalog is visible when viewing an object of an associated type. If unchecked, then it is hidden from the user interface pages.
Label (field and link) An identifier used to reference the catalog in Order Management. For example, Catalog EU.

When the catalog is created, click the Label link to edit the parameters for that catalog.

Short Label An abbreviated identifier used to reference the catalog in Order Management. For example, EU.
Name The Name for the catalog. For example, catalog for Europe.
Country drop-down A drop-down list that associates a country with the catalog.
Note: Address format is based on country-specific rules for the included fields and their order of presentation. See Localization.
Address lines The two address lines associated with the catalog.
City The city of the address associated with the catalog.
State/Province The region or state of the address associated with the catalog.
Zip The zip code for the address associated with the catalog.
Note: Postal/zip code is based on the country/locale.
Contact A contact name.
Contact Email A contact email address.
Phone A contact phone number.
Private Email A contact email address that won't be exposed. This field is included for administrative purposes.
Public Email A contact email address that is exposed as the “From” address in correspondence.
Public Email Display Name A display name that is concatenated with the Public Email address to create the "From" address in email correspondence. For example, if the Public Email Display Name is Salesforce Support and the Public Email is [email protected], then the From field in email correspondence is "Salesforce Support" <[email protected]>.
Email Copies An email address that is blind-copied (bcc) on all email sent from within Order Management. Use caution with this field.
URL The URL of the catalog’s public website. This might be exposed in some correspondence or documents, depending on your templates.
Update button Updates the system with the catalog’s address.
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