Introduction

The primary goal of the Aptean Customer Item Catalog extension is to enter a sales order in a fast, structured and controlled manner. An item catalog may contain a variety of Item No/ Variant Code and Unit of Measure combinations. Multiple Item Catalog codes can then be linked to a customer via the Customer Item Catalog page. Based on this setup, the Sales Item Catalog page can be opened from the sales order, so you can quickly enter ordered quantities. And closing this page will create sales lines filled with quantities.

It is also possible to send the Customer Item Catalog as an Excel file via email to the customer. The customer can enter the desired order quantities in the Excel file and send it back. The received email with the attached Excel file will then result in an automatically processed sales order.

Some controls are executed when entering an item sales line directly. For a Private Label item i.e., the entered Item No./Variant Code must be included in the Customer Item Catalog. When the customer is set as Customer Item Catalog Mandatory= Yes, then the entered Item No./Variant Code and Unit of Measure must be included in the Customer Item Catalog.