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 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.
Step-by-step guide
The Approval screen is split into 4 sections:
Catalog Selection
When there are Catalogs requiring your action, they will be available in the dropdown.
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.
Filter Name | Description |
|---|---|
Categories | You can filter the items by selecting which Categories you want to display. |
Approval status | You can see the Status how many Items are Approved or Waiting. |
Manufacturer | You can filter the items by selecting which Manufacturer you want to display. |
Supplier | You can filter the items by selecting which Supplier you want to display. |
Price | You can filter the items be selecting Currency and price diffrence that you want to display. |
Core assortment | You can filter the items by selecting which Core assortment you want to display. |
Catalog | You can filter the items by selecting which Catalog you want to display. |
Valid start date | You can filter the items by selecting which Start Date and End Date you want to display. |
Price increase (%) | You can filter the items by selecting which Price increase (%) you want to display. |
Filter items and finally 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.
List of filtered 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 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 lower right corner.
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:
Catalog Selection
When there are Catalogs requiring your action, they will be available in the dropdown.
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.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.
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.