CATALOG MANAGEMENT

The catalog management module is used to keep track of information on products and services offered by your own organization or by third-parties. In addition to general information such as pricing, dimension and suppliers you can store photo's and documents such as user manuals or installation manuals. For each product category you can define specific attributes, which can then be used to search products.

Internet: Product information can be viewed and updated via Internet and changes are immediately visible. You can allow suppliers to update the information on their own products.

Categories: You can create your own categories and sub-categories for assets and catalog items. Items can be assigned to multiple categories and you can browse the catalog via a folder structure.

Attributes: You can define customer attributes for each asset category. For example in the category 'computer' you can add attributes 'memory' and 'disk size' and in the category 'car' you can add an attribute 'fuel type'.

Documents: All information related to an asset can be uploaded and attached so that they can be viewed online. You can keep track of user manuals, license agreements, photos or instruction videos.

Search: You can search for products and services based on user-defined product characteristics. After selecting a product category the appropriate search fields appear in the search screen.

Suppliers: You can track the supplier and manufacturer for every product. The contact management module can be used to manage the profile for these organizations and view outstanding orders and invoices.

Inventory: The integration with the inventory management module enables you to see the current stock level and the number of items that are ordered.

Configurations: You can define relationships between products. For example, a computer includes 2 speakers, a mouse and a keyboard. You can specify if components are required or optional.

Alternatives: You can specify a list of alternatives for each item in the catalog, in case a certain product is not available. This can be a product with similar specifications or the same product from a different suppliers.

Spare parts: A list with spare parts can be linked to a product. The spare parts are links to other products in the catalog. This way you can see which items need to be ordered for maintenance of your equipment.

Prices: You can specify the buy price, sell price and discounts. For each price you can set the price unit, packaging unit and minimum order quantity. The price history can be tracked.

Units: For each product you can define separate units for currency, dimensions, weight, price and packaging. The units are automatically converted when creating reports or purchase orders.

Coding: Every item in the catalog can be coded in several ways. You can define your own coding scheme or use standard industry code schemes such as CSI.

Orders: Products and services in the catalog can be added to quotations, work orders, purchase orders and invoices. You can build your own library of internal products and services.

Import: The product information, including specific categories and attributes, can be imported or updated automatically via email or FTP. This enables you to synchronize your catalog with catalogs of suppliers.

Export: You can automatically create a catalog with photos and product information in PDF format. You can define if all items should be included or only a certain selection.

The module can be configured for each user group by setting access rights to fields and functions. You can also define your own processes for modifying or creating data by defining custom workflows. Specific functions for your organization can be implemented on request.