Managing Catalog Items
Catalog items appear in the Equipment Lookup popup of the integrated Proposal/Order form. Associations are catalog items associated with a primary item, such as accessories. For example, when the model number of a primary item is selected in the equipment lookup, all of its associated accessories are displayed in the popup so they can be selected as needed.
Catalog items can be added, edited, deactivated, or deleted by an administrative user. Associations can be added or removed.
Note: In the original proposal/order module (V1), items are shown in pull-down lists of the equipment detail section on the order form. Each line is a certain category. For accessories line item, only the items associated with the primary item in the line above will appear in the pull-down list.
