Overview

This article is intended to inform the user of the catalog functionality in Trident1 and the ability to utilize master product lists from vendors.

Process

The catalog is available in the Sales Order and Purchase Order screens. This process document follows the steps for using the catalog functionality while in the Purchase Order screen.

How to Utilize the Catalog Functionality

1. Follow steps for How to Create a Purchase Order

2. Click the Catalog button

Open

3. Select your filter

Open

4. Utilize the fields to specify product criteria

5. Click Get Products

To add a product:

6. Click the + Part button

7. Click OK to add the product to your product database

8. Indicate whether the product Has Serial Number Yes or No in your database

9. Click OK

10. Click the checkbox to select the record

11. Define the Order Qty

12. Click Add Parts - Return to PO

13. Proceed with the Purchase Order