How to Search for Manufacturer Catalog IDs
The Manufacturer Catalog ID is one of the required fields, similar to Manufacturer, that is required for adding Standards in SnapTracker. Catalog IDs help logically organize various product offerings within a Manufacturer.
The Catalog ID screen enables you to manage the Manufacturer Catalog IDs used across your SnapTracker site. The Catalog ID screen is pre-populated with a list of Catalog IDs when you begin using SnapTracker. The Catalog IDs are mapped to
the corresponding Manufacturer. Catalog IDs are set up once and accessible to all Customers on the site.
This screen enables you to conduct a search through all existing Manufacturer Catalog IDs to view details and last update dates. You may create new Manufacturer Catalog IDs, or make edits to the existing ones. You can also delete a Manufacturer Catalog ID in the screen if desired. Note: Manufacturer Catalog IDs can only be deleted if there are no Standards assigned to it.
Before starting, make sure:
- You are logged into SnapTracker.
- You have access to Manufacturer Setup – Catalog ID.
This post outlines how to conduct a search for Catalog IDs on your SnapTracker site.
1. In the header section, click Setup.
Note: Depending on your browser, you may need to click the View menu items icon to see Setup.
2. Click the arrow beside Manufacturer Setup, then click Catalog ID.
Another way to access the Manufacturer screen is to navigate to the Setup main screen.
From here, select Manufacturer Setup.
The Manufacturer Setup screen displays.
From here, select Catalog ID.
The Catalog ID screen displays, with all results.
Note: By default, the results display according to the default filters.
Observe the fields in the results:
- All – Select the checkbox of the desired catalog(s), or select All, to complete a bulk action.
- Catalog ID – The Catalog ID.
- Catalog Name – The Catalog IDs name.
- Manufacturer – The manufacturer associated with the Catalog ID.
- Vendor No. – The vendor number associated with the Catalog ID, if applicable.
- Vendor PO Address No. – The vendor PO address number associated with the catalog, if applicable.
- Active Indicator – Indicates whether or not the Catalog ID is active for use.
- Last Update Date – The last date where any changes were made to the Catalog ID, including the user who created this last update.
- Actions – Available actions for an existing Catalog ID. The options are Edit or Delete.
3. To sort the results by a particular field, click the hyperlinked column header.
The results update and sort by the selected column.
There are four ways to conducts a search for Catalog IDs:
- Manufacturer – The Catalog ID’s associated manufacturer code.
- Manufacturer Name – The Catalog ID’s associated manufacturer name.
- Catalog ID – The Catalog ID.
- Catalog Name – The Catalog ID’s name.
4. In one of the search fields, enter a desired manufacturer or catalog ID.
An auto-populated suggestions list displays.
Note: Click X to quickly clear the input field.
5. Click a specific suggestion from the list, or click Search.
Note: You may also click the magnifying icon in the search field to conduct the search.
The updated results display, with your search term highlighted in the matching results.
6. To apply additional filters, click the Filters button.
The Filters side panel displays.
Note: The image below is split in 2 in order to show all options.
Observe the filter options:
- Active Indicator – Select the status of Yes or No, or all status options of the Active Indicator.
- Last Update By – Select one, multiple, or all Users who have made the last update on a catalog.
- Last Update Date – Select the date range for Catalog ID’s Last Update Dates.
7. Populate the desired filters and click Search.
The filtered results display.
8. To reset the Filters only, click the X icon on the Filters button.
9. To reset all filters and any search inputs, click Reset.
For more information on how to add, edit, and delete a catalog, see “How to Create, Edit, and Delete Manufacturer Catalog IDs.”