Catalogues

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Catalogues are set up to meet the demands of purchasing in Workbench and to provide different pricing structures dependant on the Supplier who can be linked to a Catalogue. The reference to a Stock Item in purchasing is through the catalogue.

• A Catalogue can be generic for all items (stock lines) or each Item can be associated with a number of catalogues.
• You can have a Catalogue per Supplier if you are receiving from the Supplier an electronic file which you can import into the system.
• Many Workbench clients do not want a perpetual inventory system and in this case Items are not used at all. Catalogue lines in this case are maintained through Maintain Catalogues.
• A Catalogue must exist before you can add lines through Maintain Items if you are linking Items to Catalogues.

To set up a Catalogue go to "Maintain Catalogues" and select the New button.

Catalogue Supplier
Use the F4 Company Lookup for a specific Supplier. If a generic Catalogue uses a valid generic supplier.

Default Activity
Select a valid activity which will be used as the default activity when adding Catalogue lines.

Description
A Description for this Catalogue.

Incl. Inactive
This includes Catalogues previously flagged as Inactive for selection.

Catalogue Date
Enter a date relevant to this Catalogue.

Updateable
Tick if you want to be able to maintain this Catalogue. This is the default.

Active
Defaults to being active. Take off the tick if you want to make the Catalogue inactive.

Default Sell
This defaults the Sell Price onto Sales Orders using this Catalogue.

Default Cost
This defaults the Cost Price onto Sales Orders using this Catalogue.

The Catalogue lines can be maintained a number of ways:

• Maintain Catalogues
  Use this method where you are not importing Catalogue lines nor linking to Items.
• Maintain Items
  Use this method where you are using Items. As you maintain Items you link to Catalogue/s and generate the Catalogue lines. The Item detail defaults through.
• Import Lines
  There is an import function where you take a Suppliers stock list and import into the Catalogue lines.
• Catalogue lines can also be added at time of Purchase (through the Catalogue Lookup) and through Maintaining Cost Sheets in the Quotations module.