Company Catalog

Device Catalog features are designed to help you develop and maintain any of the following Company Catalog sets that you may make available to your employees.

·   New Activation Catalog—displayed to employees during service procurement.

·   Existing Service Catalog—displayed when employees are updating a service that has already been activated.

For information about using Master Catalog features to copy devices to any or all of your Company Catalogs, see Master Catalog.

Note: Some of the features available in Premium Mobile may be restricted by your administrator.

To develop and maintain a Company Catalog, perform the following steps:

1. From the Procure tab in your Tool Bar, click Device Catalog.

2. In the Device Catalog screen:

a. Select the Company Catalog radio button.

b. Select any or all of your company catalogs (Existing Service Catalog, New Activation Catalog, Employee Direct Catalog).

c. Enter or select your search parameters including Manufacturer, Make and Model, Device Type, Carrier, Tech Type, Label, Retail Price, and/or Adjusted Price.

Search parameters help you limit the number of devices returned by your query. You may include parameters designed to return a specific group of devices. You do not need to enter or select any parameters. The length of time taken to return search results is proportional to detail you provide.

All text entry fields are wildcard enabled. You may use asterisks to search by partial field, for example: *415* or smi*.

d. Enter a Show Catalog Status As Of date.

This field allows you to determine the contents of a catalog on a particular date in the past or future. Useful when trying to audit the purchasing decisions a user made or could make on that date. The default date is today's date. Ensure your entry is in m/d/yyyy format.

e. Enter the number of devices you would like to display on a single page.

f. Choose whether or not you would like to Display Expired Listings.

By default, devices that are no longer available for purchase are not displayed in the catalog.

g. Click the Search button.

Copy Devices to Catalog features allow you to copy selected devices to another catalog exactly as they are configured. Useful when there are no differences between catalogs because you may configure a set of devices for one catalog and then easily propagate them to the other. You may not copy a device to a catalog in which it already exists.

The pricing that will display to users when they view each device may be modified when you add the plan to a catalog. You may modify prices on individual listings or use the Global Price Adjustment to update all selected listings. Click the arrows to view retail (0 year), 1 year, and 2 year pricing (when available).

When a new device is added to the catalog, it must have a Start date and may optionally have an End date. You may modify dates on individual listings or use the Global Date Insert to update all selected listings. A listing without an End date will remain active indefinitely. Start dates are effective as of midnight on the date chosen. If you want a plan to display immediately, you must select yesterday’s date. End dates are effective as of 11:59 on the date chosen.  

The Create a New Listing link lets you to create a copy of a selected device in its current catalog. This allows you to make price or detail configuration changes (for example, a discount or promotion adjustment) and save them with the date they become effective.

Devices with a status of New, Future, or Active may be deleted by selecting the plan and clicking the Delete Future New or Active Listings link. Expired listings may not be deleted because doing so would eliminate the audit trail for any orders placed for those devices.

All company catalogs are effective dated for better auditing. This ensures that you are able to determine exactly which device was in place at any given time.

·   Devices are Expired when their end date is less than today’s date. These devices are not normally visible to users when they are shopping. For these devices to be visible, you must click the Display Expired Listings checkbox on the catalog pages prior to searching.

·   Devices are Future effective when their start date is later than today's date. These devices will not display to users until they become active.

·   Active devices are those that currently display to users when they are shopping. These devices may not be edited since they may have orders placed against them. To modify an Active device, you must use the Create a New Listing function to copy an existing device and create a new modified version of it.

·   Devices are considered New until they are saved to the catalog. This allows you to modify the pricing and details of the device and then determine when it should be available prior to saving it to the catalog. New listings will be lost if you leave the page without saving.

h. Device details may be modified by clicking the Edit link and updating the required fields. To edit the name of a device, click the alias name or the Edit Name link.

·    In the Device Detail screen, select the Custom Name option and enter a name. You may enter symbols such as TM, ©, and ®.

·    Click the Save Changes button.

i. Click the Save Catalog button.

When you have made changes to your Company Catalog, you must click the Save Catalog button to write them to your database. You will be alerted to any errors in your catalog.

 

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