When the Catalog Approval setting is enabled, users with the Catalog Reviewer or Community Administrator role can accept/decline supplier's new or update hosted catalog item(s).
To enable the Catalog Approval setting, reach out to your Customer Success Manager.
Once suppliers create a new catalog and/or update an existing catalog, an email notification will be sent to:
- The email address inbox assigned to the Community's Supplier Comments field and
- Any users with the Catalog Reviewer role.
Accepting/Declining New Catalogs:
Users with the Catalog Reviewer or Community Administrator role can accept/decline a supplier's new catalog, by going to the Administration module > select Catalogs.
The Manage Catalog screen will populate. To locate new catalogs, in the Review State field, select New Catalog > in the Availability field, click Needs Review > click Apply Filter.
For the desired catalog, select Actions > click View.
The Catalog View screen will appear, to review the items. To export all the draft products, select More Actions > click Export Draft Products, if desired. For additional information, refer to help article
Each supplier must have (at least) one assigned buyer group to ensure visibility for buyers in the Marketplace.
To accept the catalog after review, select Accept > a pop-up box will appear > in the Buyer Group field, insert the desired buyer group > click Accept.
When a new catalog is approved and a buyer group is assigned, the supplier will receive a notification advising the catalog availability.
| Note: If user would like to send an additional catalog related messages to the supplier, refer to help article Supplier Catalogs Overview. |
To decline the catalog after review, select Decline > a pop-up box will appear > in the text box, add required message that will be sent to the supplier > click Decline.
The supplier will receive a decline notification with the message inserted by user.
| Note: If user would like to send an additional catalog related messages to the supplier, refer to help article Supplier Catalogs Overview. |
Accept/Decline Updated Item(s) of Existing Catalogs
When suppliers update their existing catalog, users with the Catalog Reviewer or Community Administrator role, can accept/decline the updated catalog.
Go to the Administration module > select Catalogs > click Filters.
In the Review State field, select Accepted (New Draft) > click Apply Filter > select Actions > click View.
The Catalog View screen will appear, to review the items. To export active products and/or export draft products, select More Actions > click Export Active Products or Export Draft Products, if desired. For additional information, refer to help article
The Draft Products tab will list the changes proposed with an up or down arrow next to each product line indicating a price increase or decrease.
Clicking the Item Name will take the user to the View Product Details screen. The changes made to the product will be highlighted in yellow.
To accept the catalog after review, select Accept > a pop-up box will appear > in the Buyer Group field, update the buyer group in the Buyer Group field, if desired > click Accept.
When an updated catalog item(s) is approved and a buyer group is assigned, the supplier will receive a notification advising the catalog availability.
| Note: If user would like to send an additional catalog related messages to the supplier, refer to help article Supplier Catalogs Overview. |
To decline the updated item(s) after review, select Decline > a pop-up box will appear > in the text box, add required message that will be sent to the supplier > click Decline.
The supplier will receive a decline notification with the message inserted by user.
| Note: If user would like to send an additional catalog related messages to the supplier, refer to help article Supplier Catalogs Overview. |
Assign a Buyer Groups/Catalog Tags
Each supplier must have (at least) one assigned buyer group to ensure visibility for buyers in the Marketplace.
Users with the Catalog Reviewer or Community Administrator role can add a buyer group and catalog tags (if desired) to a supplier's catalog, by going to the Administration module > select Catalogs.
The Manage Catalog screen will populate, to locate the desired catalog > in the Availability field, click Needs Buyer Groups > click Apply Filter.
For the desired catalog, select Actions > click Settings > in the Buyer Group, select the desired buyer group. If desired, in the Catalog Tags field, assign a catalog tag.
Once completed, select Save.