The Master Catalog is maintained with all major carrier plans available in the market. Master Catalog functions allow you to copy carrier plans to any or all of your Company Catalogs (see Company Catalog).
To use your Master Catalog features, perform the following steps:
1. From the Procure tab in your Tool Bar, click Plan Catalog.
2. In the Plan Catalog screen:
a. Select the Master Catalog radio button.
b. Enter or select your search parameters including Plan Name, Carrier, Tech Type, Label, Included Usage, Retail Price, and/or Adjusted Price.
Search parameters help you limit the number of plans returned by your query. You may include parameters designed to return a specific group of plans. 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*.
c. Enter the number of plans you would like to display on a single page.
d. Click the Search button.
Up to 250 plans will be displayed. You will be prompted to refine your search parameters if your criterion returns too many results.
e. To add a carrier plan to a Company Catalog, select the Company Catalog box(es) (Existing Service Catalog, New Activation Catalog, Plan Expert (Custom) Catalog, Employee Direct Catalog) to which you want to copy.
If the plan already exists in the Company Catalog, you will be alerted. Rather than copying a new version of the plan from the Master Catalog, you may save time and copy it from the Company Catalog.
f. Click the Copy button to open your Company Catalog.
