Heiler Business Catalog 7.1
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© 2013 Heiler Software AG. All Rights reserved.
Heiler Software AG is the owner of the copyright to this user documentation. Use and reproduction of this user
documentation is subject to the Heiler Software AG license conditions. Unauthorized reproduction or sale of
this documentation, or parts thereof, is punishable by law.
Table of Contents
Table of Contents
1 Heiler Business
.......................................................................................................................................5
Catalog
1.1 ......................................................................................................................................................5
Typographical conventions
1.2 ......................................................................................................................................................6
Login
1.3 ......................................................................................................................................................7
Resetting your password
1.4 ......................................................................................................................................................8
Changing your password
1.5 ......................................................................................................................................................9
Registration
1.6 ......................................................................................................................................................9
Structure of the user interface
1.7......................................................................................................................................................10
Home page
2 Collecting
.......................................................................................................................................11
items
3 Searching
.......................................................................................................................................12
for items
3.1......................................................................................................................................................12
Searching using search terms
3.1.1
.................................................................................................................................................12
Using a simple search
3.1.2
.................................................................................................................................................13
Using the advanced search
3.1.3
.................................................................................................................................................14
Search tips
3.2......................................................................................................................................................15
Searching using the navigation
3.2.1
.................................................................................................................................................16
Navigating supplier catalogs
3.2.2
.................................................................................................................................................17
Navigating product classes
3.3......................................................................................................................................................18
Searching in external catalogs
3.4......................................................................................................................................................19
Item list
3.4.1
.................................................................................................................................................19
Sorting the item list
3.4.2
.................................................................................................................................................20
Restricting the item list (faceted search)
3.4.3
.................................................................................................................................................20
Filtering the item list by features
3.4.4
.................................................................................................................................................21
Filtering the item list
4 Displaying
.......................................................................................................................................23
and ordering items
4.1......................................................................................................................................................23
Opening the detail view
4.2......................................................................................................................................................24
Show identical items
4.3......................................................................................................................................................24
Comparing items
4.4......................................................................................................................................................26
Adding an item to the shopping cart
4.5......................................................................................................................................................26
Configurable items
4.6......................................................................................................................................................28
New item inquiry
4.7......................................................................................................................................................30
Creating synonyms
5 Editing the
.......................................................................................................................................31
shopping cart
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Table of Contents
5.1......................................................................................................................................................31
Changing the order quantity
5.2......................................................................................................................................................31
Opening the detail view in the shopping cart
5.3......................................................................................................................................................32
Printing out the shopping cart or saving it as a PDF
5.4......................................................................................................................................................32
Adding items via fast entry
5.5......................................................................................................................................................34
Downloading the shopping cart
5.6......................................................................................................................................................35
Uploading items to the shopping cart
5.7......................................................................................................................................................37
Adding items to favorites
5.8......................................................................................................................................................37
Adding comments
5.9......................................................................................................................................................37
Compiling free orders
5.10
......................................................................................................................................................38
Ordering configurable items
5.11
......................................................................................................................................................38
Ordering the shopping cart
5.12
......................................................................................................................................................38
Deleting the shopping cart
6 Shopping.......................................................................................................................................39
lists, favorites and inquiries
6.1......................................................................................................................................................39
Using shopping lists
6.1.1
.................................................................................................................................................39
Creating private shopping lists
6.1.2
.................................................................................................................................................40
Editing private shopping lists
6.1.3
.................................................................................................................................................41
Adding items
6.1.4
.................................................................................................................................................41
Adding a shopping list to the shopping cart
6.1.5
.................................................................................................................................................42
Renaming a shopping list
6.1.6
.................................................................................................................................................42
Deleting shopping lists
6.1.7
.................................................................................................................................................43
Group shopping lists
6.1.7.1
.................................................................................................................................................43
Creating a user assignment
6.1.7.2
.................................................................................................................................................44
Canceling a user assignment
6.2......................................................................................................................................................44
Maintaining favorites
6.3......................................................................................................................................................45
Managing product inquiries
6.3.1
.................................................................................................................................................46
Resending product inquiries
6.3.2
.................................................................................................................................................47
Ordering items
6.3.3
.................................................................................................................................................47
Deleting product inquiries
7 Info user .......................................................................................................................................49
and order user
7.1......................................................................................................................................................49
Order process for info users
7.2......................................................................................................................................................49
Order process for the order user
Index
..........................................................................................................................................50
Heiler Business Catalog 7.1
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Heiler Business Catalog
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Heiler Business Catalog
Heiler Business Catalog is an integrated electronic catalog solution for finding, visualizing, comparing,
and ordering products and services in purchasing. It is the central catalog session in international
companies.
Because Heiler Business Catalog acts as a single point of search, it optimizes process costs in
purchasing. The fast entry and collective entry functions, as well as the upload function for shopping
carts, achieve the goal of shortening the ordering process.
Shopping lists facilitate the compilation of sample shopping carts, which can be made available to the
entire company, to user groups or to individual users and, together with personal favorites, can make it
possible to quickly replenish products that are required on a regular basis as well as support product
standardization within the company.
Catalog views and classification views control how certain lines of business or users access supplier
catalogs or material groups.
Special flags in the item list make it easier to identify dangerous goods and to identify notes in relation
to item references such as accessories or tiered prices, etc.
Inquiry workflows and free text orders are used to procure unlisted products. Finally, multi-organization
support ensures that each organization can have different configurations for catalogs, views,
permissions, inquiry master data, shopping lists, and much more.
Note: You do not submit any orders using Heiler Business Catalog. You simply forward your
shopping cart to the linked procurement system. It is from there that you submit your order.
1.1
Typographical conventions
The following conventions are used in this manual:
1. Instructions are numbered step by step.
2. This is the second step in the instructions.
System responses are marked with an arrow.
Names of fields appear in quotation marks: "User name".
Menu options from the page navigation appear in quotation marks: "Private shopping lists".
Names of buttons are highlighted in color: Delete.
Top level tabs ("Catalog search") also appear in quotation marks.
Specific information, tips or warnings are repeatedly marked with corresponding formatting, as the
following examples show:
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Heiler Business Catalog
Note: There are classification systems that allow assignments to nodes, e.g. eClass 4.0, while
others do not.
Tip: You can use a classification view for multiple users.
Attention: Warnings about sources of errors and how to avoid them appear here.
1.2
Login
After you call up the URL assigned by your system administrator, you access the login screen for Heiler
Business Catalog. You are then prompted to authenticate yourself to the system. You do this by
entering your login data.
L ogin screen
If you have forgotten your password, you can reset your password
current password
8
7
here. You can also change your
here.
Late login
Heiler Business Catalog can also run in "late login" mode. In this mode, you can search public catalogs
without having to first log into the system. However, the full functionality of Heiler Business Catalog is
not available to you. Therefore, when you place an order, you have to authenticate yourself to the
system or register
Heiler Business Catalog 7.1
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with the system if you do not have any access data.
6
Heiler Business Catalog
"L ate login" login screen
1.3
Resetting your password
This section describes how you can reset your password if, for example, you have forgotten your
current password.
Prerequisites
The login screen is open.
Procedure
Carry out the following steps in sequence:
1. Click on Forgotten passw ord.
The "Reset password" dialog box opens.
2. Enter your user name, e-mail address, and the code for your organization.
3. Click on Submit request.
You receive an e-mail shortly afterwards.
4. Open the e-mail.
The e-mail contains a link for resetting your password.
5. Click on this link.
The "Reset password" dialog box opens in the browser.
6. Enter a new password in the "Password" field.
7. Confirm the new password by entering it again in the "Password confirmation" field.
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Heiler Business Catalog
Note: When you enter the password in the "Password confirmation" field, the system compares
both entries against each other. If they are an exact match, a green checkmark is displayed
next to both input fields.
8. Click on Reset passw ord.
The password is reset. You can now log into the system using your new password.
Result
The system checks whether your new password satisfies the system's password requirements. If it does,
your password is reset. You can now log into the system using your new password.
1.4
Changing your password
This section describes how you can change your current password.
Prerequisites
The login screen is open.
Procedure
Carry out the following steps in sequence:
1. Enter your user name and current password.
2. Click on Change passw ord.
The "New password" and "Password confirmation" fields are shown on the login screen.
3. Enter a new password in the "Password" field.
4. Confirm the new password by entering it again in the "Password confirmation" field.
Note: When you enter the password in the "Password confirmation" field, the system compares
both entries against each other. If they are an exact match, a green checkmark is displayed
next to both input fields.
5. Enter the code for your organization.
6. If necessary, select another language.
7. Click on Login.
Result
The system checks your login data and determines whether your new password satisfies the system's
password requirements. If it does, your password is changed and you are logged into the system.
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Heiler Business Catalog
1.5
Registration
Note: This functionality is only available if Heiler Business Catalog is running in "late login"
mode.
If Heiler Business Catalog is running in "late login" mode, you do not have to log into the system until
you are ready to place an order. If you do not have any access data, you can register with the system.
This is described in this section.
Prerequisites
The login screen is open.
Procedure
Carry out the following steps in sequence:
1. Click on Login here.
The "Registration" dialog box opens.
2. Make entries in all input fields.
3. Click on I agree w ith the general terms and conditions.
The General Terms and Conditions are displayed in a window.
4. Read the General Terms and Conditions and click on OK.
5. If you agree with the General Terms and Conditions, check the corresponding box.
6. Click on Register.
Result
You will now receive a confirmation e-mail. Once the system administrator has confirmed your
registration details, you will receive a second e-mail containing your access data. You can now log into
6
1.6
the system.
Structure of the user interface
The Heiler Business Catalog user interface is made up of several areas, which are opened using tabs
or, in the case of Administration, using a direct link:
Home page
10 :
Displays personal favorites, enterprise top sellers, and news items. This page
also gives you direct access to the search function.
Search
12 :
Catalogs
Search for items using search terms.
15
: In this area, you can find items by navigating through the directory structures of
catalogs or classification systems.
Shopping cart
31
: Edit and submit your orders, use the fast entry function for items, and upload
and download shopping carts.
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Heiler Business Catalog
Shopping lists
39
: Order using shopping lists and manage your personal favorites and inquiries
Administration: Administration functions for Heiler Business Catalog, particularly relating to the
info user
49
. For a detailed explanation of these functions, refer to the separate
Administration user manual.
In some areas of Heiler Business Catalog, the user interface is divided into two or even into three
sections (e.g. the Catalogs area). In this case, you will find functions for navigating through the
directory structures of catalogs or classification systems in the left-hand section. The relevant items are
displayed in the form of an item list in the central section. In the right-hand section, you will find
controls known as widgets. Widgets can be used to execute different functions (e.g. comparing items
24
or making new item inquiries
28 ).
Note: Depending on the configuration of your Heiler Business Catalog system, not all of the
options mentioned may be available.
1.7
Home page
Note: Instead of the Heiler Business Catalog home page, a customized home page can also be
set up for your organization.
Once you have logged into Heiler Business Catalog, you will normally see the home page (unless your
administrator has set another page as the default). The home page provides you with direct access to
the keyword search, which means you can start searching for items immediately.
In addition, the latest messages are shown on the left-hand side of the home page, while you can
directly access your personal favorites and enterprise top sellers on the right. Also on the right, you can
configure links to external supplier catalogs.
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Collecting items
2
Collecting items
The following sections explain how to collect items to place an order. This includes searching for items
12
in the catalogs, editing your item selection
ordering system
31 .
The Using shopping lists
39
23
and transferring the order to the higher-level
section tells you how you can simplify frequently
recurring orders.
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Searching for items
3
Searching for items
Essentially, you have two options for finding items in catalogs: You can search for items using search
terms
12
or you can navigate through product classes or the material groups in supplier catalogs
15 .
If external catalog systems are linked to your Heiler Business Catalog you can also search for items in
external catalogs
18
.
The search returns an item list
19
that includes the items' essential data. In a second step, you can
sort, restrict and filter the item list.
3.1
Searching using search terms
You can search for items by entering one or more search terms. For example, the search term may be
an item number assigned by the manufacturer or the supplier, the manufacturer or supplier itself, a
keyword or an item description.
The so-called simple search
search
13
12
performs a search on preconfigured search fields. The advanced
allows you to restrict the search to individual search fields, e.g., only search in the item
number.
In a search, only the language specified when the user logged on is generally used.
Example: The system languages are German, English, and Spanish. A catalog is available in a German
and an English version. In this case, you can search for language-independent parameters such as the
item number, and for the German descriptions and keywords (e.g. Ventil). The same applies if you
log on using the English user interface (e.g. valve). As the catalog is not available in Spanish, if you
log on in this language it will not be displayed at all.
In a search, the term you enter is subjected to a so-called stemming process. Stemming simplifies a
term into its basic and normal form. This method traces different variations of a term back to a
common word stem. The specific methods used are language specific.
Example:The stemming process traces the search term "Cooker" back to "cook". By default, searches
in Heiler Business Catalog are combined searches, which means that the system searches for a term
both in full and as part of another word. Therefore, when you search for "Cooker", "cookware" or
"cookery book" are also found, as these two terms both contain the stem "cook".
3.1.1
Using a simple search
This section describes how to find items using a simple search.
Note: The fields included in the simple search can be configured by your Heiler Business Catalog
consultant.
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Searching for items
Procedure
Carry out the following steps in sequence:
1. Open the "Search" tab.
2. Enter a term in the search field. If you enter multiple terms, these are linked using an "AND"
operator, i.e. a hit must contain all words.
While you are making your entry, Heiler Business Catalog browses a history of search terms
entered for the search term you are currently entering and allows you to select from any
search terms found.
You can also delete your entry by clicking on
.
Simple search
3. Click on Search or select a search term from the history.
The central pane shows a list of items found, sorted by the degree to which they match the
search term (hits). Items with the same match rate are not sorted further.
3.1.2
Using the advanced search
This function allows you to perform extremely targeted item searches. Unlike a simple search, which
tries to find the search terms entered in all configured search fields, you can use the advanced search
to limit the search to specific search fields, e.g., only search in the item number.
Procedure
Carry out the following steps in sequence:
1. Open the "Search" tab.
2. Click on Advanced search in the central section.
The search switches to "Advanced search" mode. A drop-down list for selecting the field to
be searched is displayed next to the input field.
3. Select the relevant search field from the drop-down list.
4. Enter a search term in the input field. Capitalization is ignored.
5. To enter more search criteria, click on Add additional search criterion.
In each case, another drop-down list is displayed for selecting search fields and another input
field for entering search terms, and you can use these to specify additional search criteria.
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Searching for items
Adv anced search
6. Once you have specified all your search criteria, click on Search.
Result
The function searches for items that meet the specified criteria. If you have entered multiple criteria,
they are linked using "And".
Example: If you have specified "Short description" as the search field and Screw as the search term
for the first criterion and "Manufacturer" as the search field and Meier as the search term for the
second criterion, the search returns all screws supplied by the manufacturer Meier.
The items found are displayed in the central section, sorted by how precisely they match the search
criteria.
3.1.3
Search tips
Multiple terms
You can enter more than one search term in the input field, separated by spaces. These are linked
using an "AND" operator, i.e. a hit must contain all words.
Tip: If you are looking for a term that could be made up of compound words, break it down into
multiple words.
Example: The search term earplugs will not find the relevant items, but you can do this by
using the search terms ear plugs.
Searching with multiple search terms returns results in order of their match rate. If all the search terms
are matched for an item, that item's match rate is higher than an item in which only some search
terms are matched. The match rate is lowest for items that match only one search term, or the match
occurs within a word.
Phrase search
Place the term in quotation marks (phrase search) if the space is to be included as part of the search
term.
Example: Entering Home Office returns all items containing the terms Home and Office. Use
quotation marks – as in "Home Office" – if you want to search for this exact wording.
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Searching for items
Note: Note that characters such as a slash (/), exclamation mark (!), or semicolon (;), etc. are
ignored when searching.
OR operator
You can also search for items that contain at least one or more terms by using an OR operator.
Example: To simultaneously search for items from the manufacturers "Maier", "Mayer", "Meier" and
"Meyer", you can enter "Maier" OR "Mayer" OR "Meier" OR "Meyer".
Wildcard search
Enter search terms as complete words or, if you only want to enter fragments of search terms, use the
placeholders * (any number of any characters) and ? (any single character). If the search term begins
or ends with *, the search will automatically be performed as a wildcard search.
Example: The term screw* searches for all terms that begin with "screw", such as screw,
screwdriver, screw fitting.
Example: In the above example, to simplify the search for items from the manufacturers "Maier",
"Mayer", "Meier" and "Meyer", you can also enter M??er.
Tip: The wildcard search allows you to enter parts of item numbers. The search term 123* will
return all items whose item numbers begin with "123".
Note: Avoid using placeholders at the beginning of search terms, as this can cause the search to
take a long time and it may be aborted in some situations.
Stop w ords
Do not use search terms such as a, an, and, are, as, at, be, but, by, for, if,
in, into, is, it, no, not, of, on, or, such, that, the, their, then,
there, these, they, this, to, was, will, with, etc. These terms will be excluded
from the search.
Excluding terms
To explicitly exclude a search term, use the minus symbol.
Example: To search for items from the manufacturers "Maier", "Mayer" and "Meier" but not from
"Meyer", you can enter "M??er" -"Meyer".
3.2
Searching using the navigation
On the "Catalogs" tab, you can select items by navigating through the directory structure of a catalog
or classification system. This search is similar to browsing through a conventional printed catalog. You
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Searching for items
select a catalog or classification system, open it up at the chapter containing the material group or
product class you are looking for and browse to the item you want.
Searching using the nav igation
If your company has access to classified catalogs, the recommended search method is to use product
classes
17
; if not, use the search by supplier catalogs
16
.
Note that your installation may only offer one of these two options. The options installed in your
system can be identified by the entries in the drop-down list on the left of the "Catalogs" tab.
When searching in product classes, only the catalogs that have been classified using a classification
system that is present in the system will be searched. If the search by product classes returns fewer
results than the search by supplier catalogs, it is because the system contains catalogs that have not
been classified.
3.2.1
Navigating supplier catalogs
This section describes how to navigate the available supplier catalogs. These catalogs normally have a
material group structure, which can be different for each catalog. This hierarchical structure is defined
by the supplier of the catalog and allows you to find the material group you are looking for quickly and
easily.
Prerequisites
The key prerequisite for searching by navigating supplier catalogs is that you have an idea of which
catalog contains the item you are looking for. If not, you can search for the item using search terms
12
.
Procedure
Carry out the following steps in sequence:
1. Open the "Catalogs" tab.
2. Select "Supplier catalogs" in the drop-down list on the left.
The supplier catalogs available in the system are listed in the form of a navigation tree.
3. Click on the
Heiler Business Catalog 7.1
icon in front of a catalog to open the catalog.
16
Searching for items
The top level of the material group structure in the catalog is expanded.
4. Click on the name of a material group to display all items in that material group.
5. To navigate through the material groups, click on the
icon in front of a material group.
The material group is expanded. All subordinate material groups within this material group
are displayed in the navigation tree.
Brow sing the material groups in a
catalog
6. Click on the
icon in front of a material group or catalog to collapse the material group or
catalog.
7. Click on Reset to collapse the entire navigation tree.
3.2.2
Navigating product classes
This section describes how to navigate the product classes in the existing classification systems. Within
a classification system, you can conveniently and quickly navigate to all items in all catalogs that have
been classified using this system.
Prerequisites
Navigating product classes requires your company to have classified catalogs. When searching in
product classes, only the catalogs that have been classified according to a classification system that is
present in the system will be searched.
The key prerequisite for searching by navigating product classes is that you have an idea of which
product class contains the item you are looking for. If not, you can search for the item using search
terms
12
.
Procedure
Carry out the following steps in sequence:
1. Open the "Catalogs" tab.
2. Select "Product classes" in the drop-down list on the left.
The classification systems available in the system are listed in the form of a navigation tree.
3. Click on the
icon in front of a classification system.
The top level of the product class structure in this classification system is opened.
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Searching for items
4. Click on the name of a product class to display all items in that product class.
5. To navigate through the product classes, click on the
icon in front of a product class.
The product class is expanded. All subordinate product classes within this product class are
displayed in the navigation tree.
Brow sing in a classification sy stem
6. Click on the
icon in front of a product class or a classification system to collapse that product
class or classification system.
7. Click on Reset to collapse the entire navigation tree.
3.3
Searching in external catalogs
It is possible that external catalog systems may be connected to your Heiler Business Catalog system
and may be available for placing orders.
Prerequisites
The prerequisite for access to external catalogs is that external catalog systems are linked to your
Heiler Business Catalog. External catalogs can be connected in different ways:
Links to external catalog systems can be found on the home page.
On the "Shopping cart" tab, you have an additional drop-down list called "External catalogs",
which you can use to access linked external catalog systems.
Items from the external catalog have been directly integrated using a special index catalog. This
catalog is included in the search. Items from these catalogs are displayed differently in the item
list than conventional items in that instead of the Add to cart button, they have the Show
items button. This button takes you to the relevant external catalog system.
Procedure
Example description of the ordering process for an external catalog:
1. Open the "Home page" tab.
2. Click on a catalog in the "External catalogs and links" area.
The external catalog system opens in a new window.
3. Find and order the item you want in the external catalog.
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Searching for items
Once you have placed the order, the window will close and your order will be added to the
shopping cart in Heiler Business Catalog. The items are indicated by
3.4
on the left.
Item list
After a successful search, the items found are listed in the central section of the "Search" or
"Catalogs" tab. If you search using search terms
12 ,
the items are sorted by how precisely they match
the search term (hit rate). Items with the same hit rate are not sorted further. The number of items
found is displayed above the item list.
Note: Any items that are highlighted in color appear at the beginning of the list. These socalled top sellers either have a particularly high hit rate, are ordered frequently, or are part of
the standard assortment. Whether top sellers are displayed and their weighting depends on the
configuration.
The Forw ards and Back buttons can be used to scroll through extensive item lists.
Note: The number of items displayed on a page depends on the configuration.
For each item found, the item list shows the most important data, such as the item number, short
description, lead time, manufacturer, supplier, and price.
Note: The data that is displayed in the item list depends on the configuration.
Specially defined item designations, e.g., hazardous items, standard items, etc., are highlighted for
each item in the item list.
Sorting, restricting, and filtering the item list
If the item list is too extensive for you, you can:
Sort the item list
19
Restrict the item list
.
20
by filtering it using predefined criteria.
Filter the item list by features
20 .
Filter the item list by user-defined criteria
3.4.1
21
.
Sorting the item list
You can sort extensive item lists by column, in ascending or descending order.
Procedure
Carry out the following steps in sequence:
1. Click on a column title to sort the list by the entries in that column in ascending order.
2. Click on the column heading again to change the sort order.
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Searching for items
3.4.2
Restricting the item list (faceted search)
After a successful search using search terms
12
, the items found are listed in the central section of the
"Search" tab. If this item list is too extensive for you, you can restrict it by performing a faceted
search. Here, you filter the item list according to certain criteria (facets), which refine the search
result.
You can select filter criteria in the following facets:
Catalogs
Suppliers
Manufacturers
Delivery times
Price ranges
Note: Depending on the configuration of your Heiler Business Catalog system, not all of the
options mentioned may be available.
Procedure
Carry out the following steps in sequence:
1. In the "Restrict list" area, select the relevant filter criterion by checking the corresponding box.
The item list is filtered by the specified filter criterion.
2. If necessary, select another filter criterion from a different facet.
Initially, you can select one filter criterion for each facet. To select several filter criteria for a facet:
3. Below the relevant facet, click on More selection.
A dialog box is displayed in which all filter criteria for the relevant facet are available for
selection.
4. Select the filter criteria you want to use by checking the corresponding boxes.
5. Click on Apply filter.
The item list is filtered by the specified filter criteria.
You can partially or completely cancel the filter as follows:
6. To cancel the filter in a facet, click on Reset next to the facet name. To completely cancel the
filter, click on Reset next to "Restrict list".
The relevant filter is canceled.
3.4.3
Filtering the item list by features
Extensive item lists can not only be restricted, as described in "Restricting the item list
20 ",
they can
also be filtered by what are known as features. Features are additional data that can be used to
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Searching for items
describe the properties of an item, e.g., length or weight.
For example, if you require safety shoes in a particular size, width and protection class, you can
perform a search, e.g. for "Shoes", and then filter the item list by these specific features.
Prerequisites
In order to filter an item list by features, the suppliers must have specified features for their items.
Features may not exist for all items. You can tell whether features have been specified for the items
displayed by whether or not the Show features button appears above the item list.
Procedure
Carry out the following steps in sequence:
1. Click on Show features above the item list.
The features area opens. The features specified for the items displayed are shown in the
form of drop-down lists.
2. For the features displayed, select the values you want to filter by.
The item list is filtered by the selected feature values.
F iltering by features
3. You can undo the selection of a feature by selecting the blank entry from the corresponding
drop-down list. Clicking on Reset and hide features cancels all filtering by features and
restores your original item list.
3.4.4
Filtering the item list
The filter functions allow you to restrict extensive item lists to just a few items, e.g., from a particular
supplier or manufacturer, or within a particular price range.
Procedure
Carry out the following steps in sequence:
1. Click on
in the header of the column you want to filter.
A small window opens, in which you can enter the filter criterion.
2. Enter the filter criterion you want to use in the input field.
Note: When entering numerical values, e.g., prices, you can also specify a range of values, e.g.,
a price range.
3. Check the relevant box.
Heiler Business Catalog 7.1
21
Searching for items
The item list is filtered by the specified filter criterion.
Tip: You can set a filter for each column.
4. To cancel the filter uncheck the box.
Heiler Business Catalog 7.1
22
Displaying and ordering items
4
Displaying and ordering items
The following sections explain how to display items in the detail view
items, and add items to the shopping cart
The "Configurable items
26
26
23 ,
compare items
24
with other
.
" section tells you how to order configurable items, such as business cards,
stamps, computers, etc. The "New item inquiries
28
" section shows how to find out about items you
cannot find using a product inquiry.
4.1
Opening the detail view
This section describes how to view an item from the item list in the detail view and the functions
available to you there.
Procedure
Carry out the following steps in sequence:
1. Click on the item description in the "Item" field.
The detail view for the item is opened. The following functions are available to you in the
detail view:
Note: Depending on the configuration of your Heiler Business Catalog system, all functions may
not be available.
Click on
to display items that are identical to this item. Identical items have the same
EAN. A list of identical items is displayed. From this list, you can add items to your shopping
cart or compile item comparisons.
Click on
to open the detail view in a new window.
Click on
to add the item to a shopping list.
Click on
to add the item to your favorites.
Click on
to display the item in PDF format. You can then easily print out the item or
save it as a PDF file and, if necessary, forward it to other individuals.
Overwrite the value in the "Order quantity" field to change the order quantity.
Select the order period for a service with different prices depending on the period.
Enter the data required to order the item in the text or selection fields
26
(Example: Name
or address for business cards).
Click on
or
to add the item to your shopping cart.
The description of the item can be found in the lower section on the "Description" tab.
Heiler Business Catalog 7.1
23
Displaying and ordering items
If there are additional documents for the item, you can view them by clicking on the links in
the "Further documents" tab.
If the supplier has maintained features
20
for this item, you can view these on the "Item
features" tab.
If the item has additional item references, you can view these on the "Item references" tab.
Clicking on the short description of a reference displays the associated detail view. Clicking
on
takes you back to the previous view. You have the option of ordering optional
accessory items in the list by clicking on
.
You can also configure the detail view so that other items are listed that are often bought at
the same time as the item displayed ("Customers who bought this item also bought").
2. If several images are available for the item, these are displayed as thumbnails in an image
carousel below the main image.
Click on the arrows to move through the carousel.
Click on a thumbnail to view the image in the normal view.
Click on the normal view to view the image at full size.
3. Click on
4.2
to return to the item list.
Show identical items
This section describes how to show items available in the system that are identical to a particular item.
Identical items have the same EAN.
Prerequisites:
This functionality must be configured in your Heiler Business Catalog.
Procedure
Carry out the following steps in sequence:
1. Open the detail view
2. Click on
23
for the item for which you want to show the identical items.
.
Heiler Business Catalog searches for items with the same EAN and displays the result as an
item list. From this list, you can add items to your shopping cart
comparisons
4.3
24
26
or compile item
.
Comparing items
This function enables you to create a table of selected items for comparison purposes. Items are
compared using the "Item comparison" widget.
Heiler Business Catalog 7.1
24
Displaying and ordering items
Prerequisites
You have performed a search and the search result contains several items.
Procedure
Carry out the following steps in sequence:
1. In the item list, click on Compare items for the items you want to add to the comparison list.
The items are added to the "Item comparison" widget.
2. To remove individual items from the "Item comparison" widget, click on Remove in each case.
To remove all items from the "Item comparison" widget, click on Reset.
3. Click on Compare in the "Item comparison" widget.
Result
The comparison list opens (in the same window or a new one depending on the configuration).
Comparing items
The following functions are available:
Click on
to add the item to your shopping cart.
Click on
to close the window.
Heiler Business Catalog 7.1
25
Displaying and ordering items
Click on
to display the comparison list in PDF format. You can then easily print out the
comparison list or save it as a PDF file and, if necessary, forward it to other individuals.
If you want to know which properties differ between one item and the others, check the
"Compare with this column" option. The data that differs from the data for the other items will
be highlighted.
Note: The comparison list will be retained if you close the window or if you use the search
function to create a new item list. You can open the comparison window again by clicking on
Compare in the "Item comparison" widget.
4.4
Adding an item to the shopping cart
Heiler Business Catalog provides several options for adding an item to the shopping cart. As an
example, this section explains how to add an item from the item list to the shopping cart.
Procedure
Carry out the following steps in sequence:
1. To change the order quantity, overwrite the entry in the input field for the item.
2. Click on Add to cart in the item entry.
Result
The item is added to the shopping cart in the order quantity specified and is displayed at the very top
of the "Shopping cart" widget.
Note: If the item has some mandatory accessory items, they are automatically added to the
shopping cart (if your Heiler Business Catalog has the standard configuration).
Note: If you have inadvertently added an item to the shopping cart more than once or entered
the incorrect order quantity, you can correct this later on the "Shopping cart" tab.
4.5
Configurable items
With Heiler Business Catalog, you can customize certain items when you order them. A good example
of such items would be business cards or stamps, for which buyers must provide personal information
such as their name and address with the order. Without this information, the order is meaningless.
For example, if you are ordering a computer, you can choose how much RAM it will have or, when
ordering a business card, you need to specify what will be printed on it.
Prerequisites
This functionality must be configured in your Heiler Business Catalog.
Heiler Business Catalog 7.1
26
Displaying and ordering items
Procedure
The procedure for ordering a configurable item is as follows:
1. Search for the required item, e.g. by entering corresponding search terms
2. Open the item in the detail view
23
12 .
.
You will now see the detail view for the item, including the various options and possible
entries.
Configurable items
3. Make your selection by choosing your preferred attributes from the pop-up menu or entering
free-form texts.
4. If the options change the item price, you can click on
.
The updated price for your selection is displayed in the "Price" field.
5. When you have configured the item, click on
.
The configured item is added to your shopping cart.
Tip: You can still edit the configurable items in the shopping cart. Call up the detail view from
the shopping cart, change the configuration and click on
Heiler Business Catalog 7.1
.
27
Displaying and ordering items
4.6
New item inquiry
If you cannot find the item you require, you can make a product inquiry to the supplier. Product
inquiries are made using the "New item inquiry" widget, which is available on the right of the
"Search" and "Catalogs" tabs.
Heiler Business Catalog 7.1
28
Displaying and ordering items
Prerequisites
In order to make product inquiries, you must have the appropriate permissions. In addition, the
functionality must be configured in your Heiler Business Catalog.
Procedure
Carry out the following steps in sequence:
1. In the "New item inquiry" widget, click on Non-binding item inquiry.
The first page of the product inquiry form is opened.
2. Select a category.
The second page of the form is opened.
New item inquiry
3. Enter the details on the second page of the form.
Select a supplier from the drop down list.
Enter your name.
Enter a telephone number for queries.
Enter an e-mail address for queries.
Enter an item description.
Enter the required quantity.
Enter a description of the item.
If necessary, add a picture of the item.
Heiler Business Catalog 7.1
29
Displaying and ordering items
4. Click on Send.
Result
A confirmation is displayed. The product inquiry is sent to the supplier. They check the inquiry and, if
the item is available, confirm this by providing a quotation. You can view the status of your product
inquiry on the Shopping lists tab.
4.7
45
Creating synonyms
Synonyms enable you to find an item not just by entering the exact search term but also using related
terms. Synonyms are created and maintained across all catalogs. Synonyms can be created in the
detail view and in Administration, but they are maintained exclusively in Administration.
This section describes how to create new synonyms in the detail view, while the maintenance and
qualification of synonyms are described in the separate Administration User Manual.
Prerequisites
This functionality must be configured in your Heiler Business Catalog.
Procedure
Carry out the following steps in sequence:
1. Open the item for which you want to create synonyms in the detail view
23
.
2. Select the "Specify synonyms" tab to open the form for entering synonyms.
3. In the "Synonym" field, enter the term to be entered in a search.
4. In the "Search term" field, enter the term you want a search to find.
5. Click on
to save the synonym.
Creating sy nony ms
Result
Once you have created synonyms, you cannot use them immediately - they must first be qualified in
Administration.
Heiler Business Catalog 7.1
30
Editing the shopping cart
5
Editing the shopping cart
On the "Shopping cart" tab, you can edit your order and transfer it to the linked procurement system.
The shopping cart in Heiler Business Catalog works in much the same way as your shopping cart at the
supermarket. First you place all the items you want to order in the shopping cart. You can add more
items to the shopping cart or remove them at any time.
You can also download your current shopping cart as a CSV file
34
and upload
35
it again at a later
time. The integrated PDF functionality enables you to display the shopping cart in PDF format
32
and
then print it out or save it as a PDF file.
Note: Some items are associated with mandatory items, i.e. items that must be ordered at the
same time. Mandatory items are shown indented in the shopping cart.
Note: The unit prices are rounded to two decimal places. However, the total price is calculated
on the basis of the unrounded prices and subsequent currency conversion. For example, if the
item price is 0.5113, it is shown as 0.51, but 0.5113 is used to calculate the total price. As a
result, the total of the item prices shown may not match the total price shown.
5.1
Changing the order quantity
This section describes how to change the order quantity for an item in the shopping cart.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Overwrite the number in the "Quantity" field with the new number.
3. Click on
to save your changes.
Shopping cart
5.2
Opening the detail view in the shopping cart
This section describes how to view one or more items from the shopping cart in the detail view
23 .
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
Heiler Business Catalog 7.1
31
Editing the shopping cart
2. Click on the item description in the "Short description" field.
The detail view for the item is opened.
5.3
Printing out the shopping cart or saving it as a PDF
You have the option of displaying the contents of your shopping cart in PDF format. You can then
easily print out the contents of your shopping cart or save this information as a PDF file and, if
necessary, forward it to other individuals.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Click on
.
The system displays a dialog box in which you can display the contents of the shopping cart
in PDF format or save this information as a PDF file.
5.4
Adding items via fast entry
If you know some item numbers by heart (e.g. in the case of frequently ordered items), you can use
the fast entry function to add these items to the shopping cart. This is described in this section.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Click on
.
The "Fast entry" dialog box opens.
3. Enter the item number of the item you require.
When you leave the "Item number" field, the system searches for the item. If the item is
found, the "Quantity" field is populated with the value of the minimum order quantity. If the
item is not found or if this item has any special features (e.g. it is an info item), a note to
that effect is displayed next to the items.
4. If necessary, change the order quantity.
5. Repeat steps 3 and 4 for all other items that you want to add to the shopping cart.
Heiler Business Catalog 7.1
32
Editing the shopping cart
F ast entry
Tip: Collective entry
34
is an even faster way to add a large number of items to the shopping
cart.
6. If, however, you do not want to add an item to the shopping cart, click on Delete next to the
item.
7. Click on Add to cart.
Result
The items are added to the shopping cart in the quantities specified.
Note: If an item has some mandatory accessory items, they are automatically added to the
shopping cart (if your Heiler Business Catalog is configured accordingly).
If, while adding items to the shopping cart, individual items could not be found in the data stock, a
corresponding message is displayed.
Heiler Business Catalog 7.1
33
Editing the shopping cart
Assignment error
In this case, you can either search
12
for these items directly or you can cancel the assignment of
these items to the shopping cart.
Collective entry
The collective entry function can be used for larger data packages. These can be inserted in one go by
copying all necessary item numbers and order quantities from a document. This is described in this
section.
Procedure
Carry out the following steps in sequence:
1. In the "Fast entry" dialog box, click on Collective entry.
The "Collective entry" dialog box opens.
2. Enter the item numbers and order quantities of the items you require. Use the following line
format:
"<item number>","<quantity>"
or:
<item number>,<quantity>.
3. Click on Insert.
Result
The item numbers and quantities are added to the fast entry form.
Note: If the "Collective entry" dialog box contains more than 250 items, a corresponding
message is displayed. In this case, you can either transfer the first 250 items or you can cancel
the upload.
5.5
Downloading the shopping cart
This section describes how you can download the current contents of your shopping cart as a CSV file.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
Heiler Business Catalog 7.1
34
Editing the shopping cart
2. Click on
.
The system displays a dialog box in which you can either display the contents of your
shopping cart in CSV format or save this information as a CSV file.
3. Save your shopping cart as a CSV file.
Result
Your shopping cart is saved as a CSV file. You can edit this file, if necessary, and then upload
35
it
to the shopping cart again.
Note: If an item has some mandatory accessory items, they are automatically filtered out of the
shopping cart and not saved in the CSV file.
5.6
Uploading items to the shopping cart
This section describes how you can upload items from a file to your shopping cart.
Prerequisites
The data to be uploaded must be available in plain text (e.g. in a CSV or TXT file). The file must also
conform to UTF-8 and should have the following line format:
"<item number>","<quantity>"LF
Note: The file can also contain other non-binary fields (e.g. the short description or price).
However, these are ignored during the upload.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Click on
.
The "Shopping cart upload" dialog box opens.
3. Click on Select file.
The system displays a dialog box in which you can select the file you want.
4. Select the file that contains the data to be uploaded.
5. Click on Import items.
The items are imported from the file, evaluated, and listed line by line. If errors occur during
the import, a note to that effect is displayed next to the relevant items.
Heiler Business Catalog 7.1
35
Editing the shopping cart
Shopping basket upload
Note: If the file contains more than 250 items, a corresponding message is displayed. In this
case, you can either transfer the first 250 items or you can cancel the upload.
6. If necessary, change the quantity of the individual items.
7. If you do not want to transfer an item to the shopping cart, click on Delete next to the item.
8. Click on Add to cart.
Result
The items are transferred to the shopping cart in the quantities specified.
Note: If an item has some mandatory accessory items, they are automatically transferred to the
shopping cart (if your Heiler Business Catalog is configured accordingly).
If individual items could not be assigned during the transfer, a corresponding message is displayed.
Assignment error
Heiler Business Catalog 7.1
36
Editing the shopping cart
In this case, you can either search
12
for these items directly or you can cancel the assignment of
these items to the shopping cart.
5.7
Adding items to favorites
This section describes how to add an item from the shopping cart to your favorites list.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Select the item you want to add by checking the box on the far right.
3. Click on
5.8
to add the item to your favorites.
Adding comments
When ordering a service, you have the additional option of writing a comment (free text). This is
described in this section.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Enter the comment in the text box for the service.
3. Click on
5.9
to save your changes.
Compiling free orders
The "Special request" function allows you to compile an order for an item or service without reference
to any catalogs, and add it to the shopping cart. This is described in this section.
Prerequisites
This functionality must be configured in your Heiler Business Catalog.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Click on
.
In the following window you can freely compile an item order and add it to the shopping
cart.
3. Fill in the form.
Heiler Business Catalog 7.1
37
Editing the shopping cart
4. Click on
.
The data entered appears in the shopping cart. This is indicated by
5.10
on the left.
Ordering configurable items
If your supplier offers you what are known as configurable items, this means that you have the option
of changing the item's attributes to meet your requirements when ordering it. To do this, you must first
enter the required information in the detail view for the item
5.11
26 .
Ordering the shopping cart
This section describes how to order the content of the shopping cart.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. If you want to make any changes to the order quantity
31
or configurable items
38 ,
you should
do this before ordering.
3. Click on Order.
The shopping cart is transferred to the linked procurement system.
5.12
Deleting the shopping cart
This section describes how to delete one or more items from the shopping cart.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping cart" tab.
2. Select the item(s) you want to delete by checking the boxes on the far right.
3. Click on
to remove the item(s).
Alternatively:
4. Click on
Heiler Business Catalog 7.1
to completely empty the shopping cart.
38
Shopping lists, favorites and inquiries
6
Shopping lists, fav orites and inquiries
A shopping list helps to simplify frequently recurring orders. Instead of filling the shopping cart item
by item each time, you simply save your frequent purchases in a shopping list. The next time you want
to place a similar order, you simply select the shopping list, and the items from the list are
automatically added to your shopping cart. For example, the "New employee" shopping list can
contain all items that a new employee needs: Hole punch, folder, pens, paper, files, etc.
The user can add all the items that are important to him to the Favorites list. This means that
favorites are very quickly ready for ordering in every session.
As well as shopping lists and favorites, the "Shopping lists" tab also provides access to functions for
managing your Product inquiries
6.1
45 .
Using shopping lists
Heiler Business Catalog makes a distinction between private shopping lists, which you have created
yourself, shopping lists for groups, which are created by authorized employees, and company shopping
lists created by the administrator. The company shopping lists can be used by all the employees in the
company, but can only be changed by the company's administrator. You can manage all three types of
shopping lists on the "Shopping lists" tab, provided you have the corresponding permissions.
Note: Company shopping lists are created and edited in the same way as private shopping lists.
Therefore, they are not described separately.
Shopping lists
6.1.1
Creating private shopping lists
This section describes how to create shopping lists.
Procedure
Carry out the following steps in sequence:
1. Choose the items to be added to the shopping list. There are different methods of doing this:
Open the detail view
23
for an item.
Select one or more items in the shopping cart
Heiler Business Catalog 7.1
31
.
39
Shopping lists, favorites and inquiries
Select one or more items under "My Favorites"
44
on the "Shopping lists" tab.
Note: Special requests, items from external catalogs and product inquiries cannot be included in
shopping lists.
2. Click on
or
.
The "Shopping lists" tab opens and the form for creating a new private shopping list is
displayed with the list of available shopping lists.
Note: During this operation, the navigation tree on the "Shopping lists" tab only shows the
management of shopping lists.
New private shopping list
1. Enter a name and a description in the corresponding fields.
2. Click on
to create the new shopping list.
New group or company shopping list
1. Click on "Group shopping lists" or "Company shopping lists" in the navigation tree.
The form for creating a new group or company shopping list is displayed with the list of
available shopping lists.
2. Enter a name and a description in the corresponding fields.
3. Click on
to create the new shopping list.
Tip: You can also add items
6.1.2
41
to an existing shopping list at a later date.
Editing private shopping lists
This section describes how to edit existing shopping lists.
Prerequisites
You can only edit the shopping lists for which you have the corresponding permissions.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Select "Private shopping lists" in the navigation tree.
3. Click on the name of the shopping list you want to edit.
The items from the shopping list are displayed.
4. Edit the shopping list:
Heiler Business Catalog 7.1
40
Shopping lists, favorites and inquiries
Overwrite the values in the "Quantity" field and click on
6.1.3
to save your changes.
Select one or more items and click on
to delete the items from the shopping list.
Select one or more items and click on
to add the items to your favorites.
Select one or more items and click on
to add the items to your shopping cart.
Adding items
This section describes how to add more items to an existing shopping list.
Procedure
Carry out the following steps in sequence:
1. Choose the items to be added to the shopping list. There are different methods of doing this:
Open the detail view
23
for an item.
Select one or more items in the shopping cart
31
Select one or more items under "My Favorites"
.
44
on the "Shopping lists" tab.
Note: Special requests, items from external catalogs and product inquiries cannot be included in
shopping lists.
2. Click on
or
.
The "Shopping lists" tab opens and the form for creating a new private shopping list is
displayed with the list of available shopping lists.
3. Click on
to the right of the shopping list to which you want to add the item.
The changed shopping list is displayed with the added item.
6.1.4
Adding a shopping list to the shopping cart
This section describes how to transfer one or more shopping lists to the linked procurement system.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Open the overview of shopping lists, e.g. "Private shopping lists".
3. Select the shopping list you want by checking the box on the far right.
4. Click on
to add the shopping list to your shopping cart.
or
Heiler Business Catalog 7.1
41
Shopping lists, favorites and inquiries
5. Click on
to replace the existing shopping cart with the content of the shopping list.
The shopping lists will be loaded into the shopping cart as specified, and the "Shopping
cart" tab will open. If the shopping list contains invalid items, e.g., items that are no longer
in the catalog, these items will be flagged in the shopping cart.
If necessary, you can change order quantities
6.1.5
31
or remove items
38 .
Renaming a shopping list
This section describes how to rename shopping lists and change their description.
Prerequisites
You can only rename the shopping lists for which you have the corresponding permissions.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Open the overview of shopping lists, e.g. "Private shopping lists".
The right pane shows the list of shopping lists.
3. Select the shopping list you want to rename by checking the box on the right.
4. Click on
to rename the shopping list.
The form for renaming shopping lists is displayed.
5. Change the name and the description as required.
6. Click on
6.1.6
to save your changes.
Deleting shopping lists
This section describes how to delete shopping lists.
Prerequisites
You can only delete the shopping lists for which you have the corresponding permissions.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Open the overview of shopping lists, e.g. "Private shopping lists".
The right pane shows the list of shopping lists.
3. Select the shopping list you want to delete by checking the box on the far right.
Heiler Business Catalog 7.1
42
Shopping lists, favorites and inquiries
4. Click on
to delete the shopping list.
5. Confirm by clicking on OK.
6.1.7
Group shopping lists
If you have the corresponding permissions, in addition to private shopping lists you can create and edit
group shopping lists. These shopping lists are then available to the employees assigned to them. They
therefore differ from private shopping lists, which each employee maintains independently.
Group shopping lists are created and edited in the same way as private shopping lists. In addition, users
are assigned to the group shopping lists.
Group shopping lists
6.1.7.1
Creating a user assignment
In order for a user to be able to use a group shopping list, the list must be assigned to that user. This
section describes how to assign a user to a group shopping list.
Prerequisites
In order to create user assignments, you must have the appropriate permissions.
Procedure
Carry out the following steps in sequence:
1. On the "Shopping lists" tab, select the group shopping list in the navigation tree.
The shopping list is displayed on the right-hand side, with a list of available and assigned
users below it.
2. In the "Users" area, select the user from the "Available users" list.
3. Click on
Heiler Business Catalog 7.1
to assign the group shopping list to that user.
43
Shopping lists, favorites and inquiries
The user appears in the "Assigned users" list.
4. Click on
6.1.7.2
in the "Users" area to save your changes.
Canceling a user assignment
This section describes how to cancel the assignment of a user to a group shopping list.
Prerequisites
In order to cancel user assignments, you must have the appropriate permissions.
Procedure
Carry out the following steps in sequence:
1. On the "Shopping lists" tab, select the group shopping list in the navigation tree.
The shopping list is displayed on the right-hand side, with a list of available and assigned
users below it.
2. In the "Users" area, select the user from the "Assigned users" list.
3. Click on
to cancel the assignment.
The user appears in the "Available users" list.
4. Click on
6.2
in the "Users" area to save your changes.
Maintaining favorites
Every user can maintain a personal list of favorites. This function provides fast access to the items that
are important to you. You manage your favorites in a similar way to a shopping list on the "Shopping
lists" tab.
My fav orites
Procedure
Carry out the following steps in sequence:
1. Choose the items to be added to your favorites. There are different methods of doing this:
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Shopping lists, favorites and inquiries
Open the detail view
23
for an item.
Select one or more items in the shopping cart
31
.
Select one or more items in a shopping list on the "Shopping lists" tab.
Create an item list
19
containing the item you want to add to your favorites.
Note: Special requests, items from external catalogs, and product inquiries cannot be added to
the favorites list.
2. Click on
or
, or click on Add to favorites from within an item list.
The item(s) are added to your favorites list.
In the item list, the system confirms that the item has been added to your favorites and
inserts
next to the item in the list.
3. Open the "Shopping lists" tab.
4. Select "My favorites" in the navigation tree.
Your personal list of favorites is displayed on the right. The following functions are available:
Call up the detail view for an item by clicking on the item entry in the "Short description"
column.
Change the order quantity in the "Quantity" field and confirm by clicking on
To delete items from the favorites list, select them and then click on
To add favorites to a shopping list, select them and then click on
To add favorites to the shopping cart, select them and then click on
6.3
.
.
.
.
Managing product inquiries
You can manage the product inquiries
28
you have made on the "Shopping lists" tab. This is described
in this section.
Prerequisites
In order to make and manage product inquiries, you must have the appropriate permissions. In
addition, the functionality must be configured in your Heiler Business Catalog.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Select "My inquiries" in the navigation tree.
Your product inquiries are displayed on the right-hand side, sorted by their status. The
following statuses are possible:
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Shopping lists, favorites and inquiries
"Available for order"
You have received a response from your supplier indicating that the item you inquired
about is available for order. On this tab, you can now add the item to the shopping cart
and order it
47
.
"Inquiry sent"
Here, you will see a list of all open inquiries. You also have the option of resending the
inquiries
46
.
"Invalid"
Inquiries for items that are not (or no longer) available.
My inquiries
6.3.1
Resending product inquiries
This section describes how to resend product inquiries.
Prerequisites
In order to make and manage product inquiries, you must have the appropriate permissions. In
addition, the functionality must be configured in your Heiler Business Catalog.
Only product inquiries with the status "Inquiry sent" can be resent.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Click on "My inquiries" in the navigation tree.
3. Open the "Inquiry sent" tab in the right-hand section.
4. Select the product inquiry you want to resend by checking the box on the right.
5. Click on
.
The product inquiry is resent.
or
6. Click on the short description to open a detail view of the product inquiry.
7. Click on
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.
46
Shopping lists, favorites and inquiries
6.3.2
Ordering items
This section describes how to order items from product inquiries.
Prerequisites
In order to make and manage product inquiries, you must have the appropriate permissions. In
addition, the functionality must be configured in your Heiler Business Catalog.
Items can only be ordered from product inquiries if the supplier has confirmed that the item is
available. These product inquiries have the status "Available for order".
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Click on "My inquiries" in the navigation tree.
3. Open the "Available for order" tab.
4. Select the item you want to order by checking the box on the far right.
5. If necessary, change the order quantity.
6. Click on
.
The item is added to your shopping cart. This is indicated by
on the left.
or
7. Click on the short description to open a detail view of the product inquiry.
8. If necessary, change the order quantity.
9. Click on
6.3.3
.
Deleting product inquiries
This section describes how to delete product inquiries.
Prerequisites
In order to make and manage product inquiries, you must have the appropriate permissions. In
addition, the functionality must be configured in your Heiler Business Catalog.
Deleting product inquiries is possible with all three statuses.
Procedure
Carry out the following steps in sequence:
1. Open the "Shopping lists" tab.
2. Click on "My inquiries" in the navigation tree.
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Shopping lists, favorites and inquiries
3. Select one of the "Available for order", "Inquiry sent" or "Invalid" tabs.
4. Select the product inquiry you want to delete by checking the box on the right.
5. Click on
.
The product inquiry is deleted.
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Info user and order user
7
Info user and order user
The term Info user refers to a particular type of user, who can compile shopping carts but cannot
actually place orders. Info users are assigned to a specific order user, who can check the shopping cart
and then place the order.
Order users are usually users who possess an SRM user license. These users normally access the
catalog from SRM. Info users do not need SRM access. They put together the shopping cart directly in
Heiler Business Catalog. The introduction of the info user concept allows you to provide many more
employees with access to your procurement system without increasing the number of SRM users.
To ensure that order users are made aware that shopping carts have been created, they receive
notification by e-mail.
7.1
Order process for info users
The info user logs into Heiler Business Catalog. At the first login, an info user must accept a privacy
policy because his shopping carts will be transferred to another user. If he does not accept the privacy
policy, he is not allowed to log in. The privacy policy remains on the screen until the info user accepts
it.
An info user has the same view as the order user assigned to him. He navigates the catalogs
searches for the products he wants
12
, and fills a shopping cart
23 .
15 ,
In the Shopping cart view, an info
user can specify account assignment information, cost centers or special requirements information in a
free-form text box.
After clicking on
the shopping cart is transferred to the order user. The order user also receives an
e-mail with a notification that an info user assigned to him has just forwarded a shopping cart for his
attention.
7.2
Order process for the order user
The order user logs into Heiler Business Catalog via the SRM. In the Shopping cart view he sees his
own shopping carts and those forwarded to him by the info users who are assigned to him. When he
selects a shopping cart from an info user, he will be using that cart from then on. He can edit this
shopping cart and forward it to SRM for further processing just as he does his own carts.
If he rejects the shopping cart, an e-mail is sent to the info user. The shopping cart also appears in the
info user view and is flagged as rejected. The info user can - and must - then correct the shopping cart
accordingly.
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Index
Reference
23
Save as a PDF file
23
Search
12
Show identical items
24
View images
23
Index
-" "New item inquiry" widget
-C-
Item comparison
Print out
24
Save as PDF
24
Item comparison widget
Catalog
9
External catalog
Catalog system
Catalogs
18
5
15
classification system
Collective entry
17
32
-FFacet
28
Item list
12, 19
Filter
20, 21
Filter by features
Restrict
20
Sort
19
Login
Faceted search
Fast entry
20
32
Favorites
39
Delete
44
Maintain
44
Manage
44
Order
44
Feature
20
-M Material group
16
-OOrder
31
External items
Order user
10
-ILogin
Order
6
Change
Home page
Info user
6, 9
Order quantity
-H-
49
49
49
Item
Add to cart
26
Add to favorites
23, 37
Collect
11
Compare
24
Configurable
26
detail view
23, 31
Display
23
Feature
20
Inquiries
28
Order
23
Price
23
Print out
23
Heiler Business Catalog 7.1
20
-L Late login
20
24
18
26
23, 31
49
Order
49
Reject shopping cart
49
-PPassword
Change
8
Forgotten
7
Reset
7
Procurement solution
5
Procurement system
38, 41
product class
Product inquiry
17
28, 39
Available for order
45
Delete
47
Inquiry sent
45
Invalid
45
Ordering items
47
Resend
46
50
Index
Private shopping lists
39
Rename
42
Replace Cart
41
User assignment
43, 44
-RRegistration
9
stemming process
-SSammelerfassung
Search
Synonyms
34
Create
30
9
Advanced search
12, 13
Excluding terms
14
In external catalogs
12, 18
OR operator
14
Phrase search
14
product class
17
product classes
15
Simple search
12
Stop words
14
Supplier catalogs
15, 16
Tips
14
Using navigation
12, 15
Using search terms
12
Wildcard search
14
Service
12
-T Top sellers
19
-UUser interface
9
-WWidgets
9
23
Shopping cart
9, 31, 37
Add items via fast entry
32
Comment
37
configurable items
38
Delete
38
Display in PDF format
32
Download
34
Empty
38
Free text
37
Order
38
Order quantity
31
Print out
32
Save as PDF
32
Special requests
37
Upload items
35
Shopping cart widget
Shopping lists
26
9, 39
Adding items
41
Company shopping lists
39
Create
39
Delete
42
Delete items
40
Description
39
Edit
40
Group shopping lists
39, 43, 44
Name
39
Order
41
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