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You can set up an unlimited number of catalogues for use within Sales Presenter and CloudCart. A catalogue can be seen as a subset of your entire product range.

In order to use catalogues you must make sure you've uploaded the following data files to your cloud account:

   Catalogues - this file is used to create a list of your catalogues

   Products - this file is used to create a list of your products

   Catalogue/Product Matrix - this file is used to associate products with one or more catalogues

Each of these files are described below.

Catalogues file

Each catalogue within your system will need to have a unique code (which we'll call CatalogueCode here) and a description. The description is shown in Sales Presenter or CloudCartwhen the user pops up a list of available catalogues.

Each line within the file would contain the entry for a single catalogue.

For example, you could set up catalogues for the seasons of the year. In this instance your file may look like this:

   SPRING,Spring Season
   SUMMER,Summer Season
   AUTUMN,Autumn Season
   WINTER,Winter Season

By default, the descriptions will be presented to the user in alphabetical sequence. Therefore, the above catalogues would be presented to the user as:

   Autumn Season
   Spring Season
   Summer Season
   Winter Season

There is a DisplaySequence field that you can specify for each catalogue. The catalogues will then be presented to the user in that sequence.

So, changing the catalogue file to:

   SPRING,Spring Season,1
   SUMMER,Summer Season,2
   AUTUMN,Autumn Season,3
   WINTER,Winter Season,4

would ensure that the catalogues are shown in Spring, Summer, Autumn, Winter sequence.


Products file

Each product within your system will need to have a unique code (which we'll call ProductCode here).

Each line within the file would contain the entry for a single product, with the ProductCode field being one of the fields you supply.

For example:

   PROD1,Description of PROD1,...remaining product fields...
   PROD2,Description of PROD2,...remaining product fields...
   PROD3,Description of PROD3,...remaining product fields...
   PROD4,Description of PROD4,...remaining product fields...
   PROD5,Description of PROD5,...remaining product fields...
   PROD6,Description of PROD6,...remaining product fields...
   PROD7,Description of PROD7,...remaining product fields...
   PROD8,Description of PROD8,...remaining product fields...
   
This file defines the products PROD1 through to PROD8.


Catalogue/Product Matrix file

This file is used to associate products with one or more catalogues.

Each line in the file would contain an entry for a CatalogueCode (as specified in your Catalogues file) and a ProductCode (as specified in your Products file).

For example:

   SPRING,PROD1
   SPRING,PROD2
   SPRING,PROD3
   SUMMER,PROD4
   SUMMER,PROD5
   SUMMER,PROD6
   AUTUMN,PROD1
   AUTUMN,PROD3
   AUTUMN,PROD5

This means that the "Spring Season" catalogue has products PROD1, PROD2 and PROD3 in it.

The "Summer Season" catalogue has products PROD4, PROD5 and PROD6 in it.

The "Autumn Season" catalogue has products PROD1, PROD3 and PROD5 in it.

Products PROD7 and PROD8 don't appear in any catalogues.

A catalogue can have an unlimited number of products in it.

As you can see from the example above, a product can appear in an unlimited number of catalogues.

By default, products are displayed in a catalogue within product code sequence. You can add a DisplaySequence field to the Catalogue/Product Matrix file to create your own sequence.

For example:

   SPRING,PROD1,1
   SPRING,PROD2,2
   SPRING,PROD3,3
   SUMMER,PROD4,0
   SUMMER,PROD5,0
   SUMMER,PROD6,0
   AUTUMN,PROD1,3
   AUTUMN,PROD3,2
   AUTUMN,PROD5,1

This means that the "Spring Season" catalogue shows its products in the sequence PROD1, PROD2 the PROD3.

The "Summer Season" catalogue shows its products in product code sequence since no display sequence has been specified.

The "Autumn Season" catalogue shows its products in the sequence PROD5, PROD3 then PROD1.