Use > Build > Procurement Management > Vendor catalogs > Create and manage vendor catalog items

Create and manage vendor catalog items

This section provides instructions about the following:

View a vendor catalog item

To view a vendor catalog item, follow these steps:

  1. From the main menu, select Build > Procurement > Vendor Catalog Items. Service Management displays a list of vendor catalog items.
  2. Select the check box of a record to view the summary on the right-handed preview pane, or click the ID link to view the details.

Create a new vendor catalog item

To create a new vendor catalog item, follow these steps:

  1. From the main menu, select Build > Procurement > Vendor Catalog Items. Service Management displays a list of vendor catalog items, if any.

  2. Click New.

  3. Fill in the form.

  4. Click SAVE, SAVE & ADD ANOTHER, SAVE & EDIT or CANCEL as needed.

Alternatively, you can create a new vendor catalog item from a vendor catalog. To do this, follow these steps:

  1. From the main menu, select Build > Procurement > Vendor Catalogs. Service Management displays a list of vendor catalogs.

  2. Open the vendor catalog record from which you want to create the vendor catalog item.

  3. Click the Vendor Catalog Items tab.

  4. Click New.

  5. Fill in the form.

  6. Click SAVE.

Update a vendor catalog item

To update a single vendor catalog item, follow these steps:

  1. From the main menu, select Build > Procurement > Vendor Catalog Items. Service Management displays a list of vendor catalog items.

  2. Open the desired record.

  3. By default, the record is displayed with the General tab selected. Click the tab you want to edit:

    Tab Description
    General

    Displays general information about the current record. For more information, see General tab.
    Related offerings Displays the offerings that are published through the Publish as offering function. For more information, see Publish a vendor catalog item as offering.
    Discussions Displays any relevant conversations about the current record. For more information about discussions, see Discussions.
    History Displays changes to the selected record. For more information about history, see History.

    General tab

    Section Description
    General details

    This section includes the following fields:

    • Title: Name of the catalog item.

    • Description: A brief description of the catalog item.

    • Vendor catalog: The vendor catalog in which this item is included.

    • Brand: The brand of the item.

    • Asset model: The model of the asset. Normally this was built by the manufacturer.

    • Owner: The person responsible for the item lifecycle (if set). You can set the notification recipient to this person.

    • Status: The current status of the items: Active or Inactive

      Note Only active vendor catalog items can be published as offering or referenced in a purchase order line.

    • UOM: Unit of measurement.

    • SKU number: A specific and unique number assigned to the item for tracking purpose.

    • Barcode: The barcode number assigned to the item. Barcodes are usually assigned by the manufacturer.

    • Version: Version of the item.

    • Publishable to be a product offering item: Select this check box so that this item can be published as a product offering. By default, this option is enabled. Once you publish a vendor catalog item as offering, linkage to that offering will be generated automatically and displayed in the Related offerings tab.

    • Edition: Edition of the item.

    • Expire date: The date when this item expires.

    • Image: A picture showing or representing the item.
    Price

    This section includes the following fields:

    • List Price: The price at which the item retails, excluding vendor discounts.

    • Vendor Price: The cost to pay for a single unit of this item, including discounts.

    • Currency: The currency in which the cost is calculated.

    Catalog structure

    This section includes the following field:

    • Parent catalog item

      Select an existing vendor catalog item as parent to suit your needs.

      For now, the hierarchical structure is only for display purpose and child items do not inherit attributes from fathers.

  4. Modify the fields as needed.

  5. Click Save on the toolbar.

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.