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How to Create, Edit, and Delete 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 add, edit, and delete manufacturer 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 ID(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 ID, 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 create a new Catalog ID, click Add.

Note: You can only create one Catalog ID at a time. The Add button becomes disabled until the new Catalog ID is created or the action is canceled.

 

A new, empty row displays in the results table.

 

Observe the fields to input in for the new Catalog ID:

  • Catalog ID – (Required) The Catalog ID.

  • Catalog Name – The Catalog ID’s name.

  • Manufacturer – (Required) The manufacturer associated with the Catalog ID. Enter the 3 character manufacturer code.

  • Vendor No. – The vendor number associated to the manufacturer, if applicable. Enter up to 6 characters.

  • Vendor PO Address No. – The vendor PO address number associated with the Catalog ID, if applicable. Enter 1 character.

  • Active Indicator – Indicates whether or not the Catalog ID is active for use. Defaults to Yes.

Note: The required fields are indicated by an asterisk.

 

4. Populate the desired fields and click the checkmark icon or Create to create a new catalog.

Note: Alternatively, click the X icon or Cancel to remove the unsaved new entry.

 

If any required fields are missing, the missing field is highlighted and Required displays below.

An error message displays, indicating that all required fields need to be entered.

 

If a Catalog ID exists under the same manufacturer with the same Catalog ID, an error banner displays, indicating that the Catalog ID already exists.

Note: There can be duplicate Catalog IDs under different manufacturers.

 

If the Catalog ID is assigned to a manufacturer that does not exist, an error banner displays, indicating that the manufacturer does not exist.

 

If a new Catalog ID is created successfully, a success message displays.

 

5. To edit a Catalog ID, click the Edit icon for an individual Catalog ID.

Alternatively, to edit multiple catalogs, select the checkbox of the desired catalogs and click on the global Edit button.

 

Note: You can only edit multiple Catalog IDs that display on the screen at once, not across multiple pages. To edit more Catalog IDs, click the View Number of Results dropdown to adjust the number of results to view on one page.

 

The selected Catalog IDs update to Edit mode, where editable fields are enabled.

Note: The Catalog ID field and Manufacturer field are disabled because they are primary keys and cannot be adjusted after creation. To correct these fields, delete and re-create a new Catalog ID.

 

6. Edit the desired fields.

Click the checkmark icon for an individual catalog to save changes, or click on Update to save changes for all Catalog IDs.

 

The Catalog IDs update with the applied changes and success messages display.

 

7. To delete a Catalog ID, click the trash icon for an individual Catalog ID.

Alternatively, to delete multiple Catalog IDs, select the checkbox beside the desired catalog and click the Delete button.

Note: You can only delete a Catalog ID if no Standards are assigned to it.

 

The Delete Catalog pop-up displays.

 

8. Click Yes to delete the selected Catalog ID(s).

To cancel the delete, click No or X.

 

If a Catalog ID is assigned to a Standard and deletion fails, an error message displays.

 

If a delete is successful, a success message displays.

 

For more information on how to conduct a search for Manufacturer Catalog IDs, see “How to Search for Manufacturer Catalog IDs.”