Introduction
Supplier catalogues are required to be uploaded into the IndiCater supplier portal for any customer that wishes to use any or all of the following IndiCater modules:
Detailed Stocktaking, Stock Wastage Recording, Recipe Manager (including Labels) and E-Procurement
A catalogue contains products and prices from your Product List, the prices are client specific.
Assumptions
You have an agreement in place with the customer to supply your products.
You have access to the supplier portal.
Your Product List has been loaded into the Portal. This is not specific to a client. It contains all your product information that you wish to sell through IndiCater. See guide on creating a Product List.
Where to find this
Use the URL: supplierportal.indicater.com
Step by Step Guide
Log into the Portal
From the menu bar on the left click on Catalogues. You will see a list of catalogues that have been loaded and whether they have been published or not. Click on Create New Catalogue
All catalogues must be created, saved and uploaded into the portal in the correct format, Excel - Comma Separated Value (.CSV).
On the Catalogues page you have the following options:
Import - here you can import your completed catalogue. You will need to enter a name for the catalogue and select the Customer and the Customers record it needs to be applied to (some customers have multiple records for one supplier (i.e a main catalogue and a version that only contains nut free products).
Export - clicking on Export gives you the option to download a catalogue template. You can name the catalogue by entering a name in the Catalogue Name field. The template will have three columns, ItemCode, Active and UnitPrice. This can be used for all customers or just those who the price relates to.
+ Add Product to Catalogue - You can manually add items by clicking into this field. Free type the product name and the products that match in your Product List will be displayed to choose. Click on the item, it will be displayed on the line below. You will need to enter a price for each item.
Once you have finished adding the items click on Save & Publish so the catalogue can be loaded to the customer. You will then need to select the date the catalogue is available from, then click on Publish All Pending Catalogues. Some customers approve their catalogues, therefore will receive an email notification advising them that the catalogue is awaiting approval. Once they have approved the products become available to them.
You will receive an email notifying you that the catalogue has been approved.
Delete - This will remove the catalogue and you will no longer be able to access it. This will not prevent customers ordering from your last published catalogue and only removes it from the Portal.