Approve catalogs

You will find the documentation of the old platform CatalogCloudServices at the end of this page. Following description is belonging to the new Buyer portal.

Approval in new BeNeering Buyer App

Description

Approval allows you to verify Catalog files uploaded by the Supplier. After the Supplier will upload a valid Catalog, you will be notified to approve this catalog.

You can access the approval screen via the "Approval" button on the left side under “CATALOG“ or via the approval dashboard on the startpage.

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Step-by-step guide

After clicking on the briefcase with the check mark you will see this screen:

On this overview you have different options to filter for the catalog files which are currently in approval.

Here you can see all of the catalogs in approval on the overview page

1. Search Function: Search for a specific catalog name or ID

2. Organization: Serach for a Organization

3. Status: Filter for different catalog container status: all, active, uploaded or inactive

4. Expiring in next: Filter for a specific expiring date: all, 1-10 days, 10-20 days or even 20-30 days

5. Additional filters: Filter for approval or my uploads or latest catalogs with errors or archived catalog containers

6. Locked: Filter for locked containers: all, only locked or only unlocked containers

Next to this you have tree dots with additional options which have the same effect to filter as on the left side of the screen:

1. Catalog files: brings you to the catalog file of the catalog who is in approval

2. Assigend views: see the assigend views of the catalog who is in approval

3. Extend validity dates: lets you extend the validity date of the catalog

4. Lock: here you can lock the catalog container

5. Archive: you can archive the catalog here

If you selected all filters you need and you want to go and approve the catalog file please go here and click on the briefcase with check mark next to the file:

After selecting the briefcase with check mark next to the file and go for approval a new approval page will open with multiple functions:

In the table you will see all the items available in the catalog. You can review items one by one or choose to approve by page or selection. To review single item just click on the item to see more details.
The Table offers a quick look on the items, if you need more details click on the item you want to review. This will open a new window with item details in view mode, there are a couple of tabs available.
To be able to set approval status you will need to click on edit in the right corner.

1. Search for products: Here you can search for a specific product

2. Language: Select your language

3. Publish Button: This Button will Publish the catalog and approve it. Publish option will be only possible when you review all the items and set their Status to: "Approved" or "Rejected", otherwise you will see an error about missing approval. You can also choose to Reject the full catalog.

4. Categories: Select different categories of products for example: information, communication, packing material, tools, construction technology or more

5. Product: Select the product you want to approve

6. Supplier: See the supplier of the product with names

7. Classification: shows the classification of the item

8. Price: Shows the price of the item in approval

9. Deviation: lets you see the price deviation of the item between the last uploaded file and the new file in comparison

10. Decision status: shows the current or new decision status of the item: Waiting, Approved or Rejected (every item has to be either approved or rejected for the Publish button to work)

11. Tree dots: with an edit button to manually edit the item

12. Approve all products: Button to instantly approve all products (not recommended)

13. Reject all products: button to reject all products instantly (not recommended)

Approval in CatalogCloudServices

Description

Approval allows you to verify Catalog files uploaded by the Supplier. After Supplier will upload a valid Catalog, you will be notified to approve this catalog.

You can access the approval screen via the "Approval" button in the top left corner or via the approval grid on the startpage.

Step-by-step guide

The Approval screen is split into 4 sections:

1. Catalog Selection

   When there are Catalogs requiring your action, they will be available in the dropdown.

2. Publish Catalog

   Here you can set the Go-Live date. Publish option will be only possible when you review all the items and set their Status to: "Approved" or "Rejected", otherwise you will see an error about missing approval.
   You can also choose to Reject the full catalog.

3. Filter Items

   You can filter items from the catalog, choose options that interest you and the list will be automatically refreshed with the results. After you are done with filtering you can choose to clear filters one by one or clear all filters at once.

4. Approve Items

   In the table you will see all the items available in the catalog. You can review items one by one or choose to approve by page or selection. To review single item just mark the radio button next to the status.

   The Table offers a quick look on the items, if you need more details click on the action button in the last column next to the item you want to review. This will open a new window with item details in view mode, there are a couple of tabs available. To be able to set approval status you will need to click on edit in lower right corner.