Overview

This Article article is intended to educate inform the User over the Catalog Functionality user of the catalog functionality in Trident1 and the ability to utilize Master Product Lists from Vendorsmaster product lists from vendors.

Process

The Catalog catalog is available in the Sales Order and the Purchase Order Modulescreens. This Process Document process document follows the steps for using the Catalog Functionality catalog functionality while in the Purchase Order Modulescreen.

How to Utilize the Catalog Functionality

1. Follow steps for How to Create a Purchase Order

2. Click on the Catalog button

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3. Select your Filterfilter

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4. Utilize the Fields to depict Product Criteriafields to specify product criteria

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5. Click on Get Products to search

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To add a Productproduct:

6. Click on the + Part button

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7. Click on OK to add the Product product to your Product Databaseproduct database

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8. Indicate whether the Product will product Has Serial Number Yes or No in your Databasedatabase

9. Click on OK

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10. Click on the Checkbox checkbox to select the Linerecord

11. Define the Order Qty

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12. Click on Add Parts - Return to PO

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13. Proceed with the Purchase Order-THE END-