DocMart Catalogs - MKB 0119 Follow
Overview
Creates an array of items to select from while using one Order Form, one DocMart List, and one Catalog.
How It Works
After creating one order form for the DocMart Items display, assign the DocMart List to a Catalog for users to order many products in one place.
Key Points
Multiple product display: The DocMart / Catalog display system can be a massive time saving feature when used efficiently for both, setup, and end-user ordering.
If you're a newer user to MyOrderDesk, we recommend reviewing these two articles before proceeding.
Alert! Order Forms created by the DocMart Catalogs feature do not count against your Order Form limit.
1. In the Navigation Menu, click "Order Forms"
2. Click "New"
3. Enter a form name then click "Create"
4. Click and drag a "DocMart Single Item" into the "Form Fields" area.
5. Enter a field name, then click "Save" (doesn't matter which Inv. List)
6. DocMart Item also doesn't matter. Add any additional desired fields.
7. Before saving the form, click the Options button and "hide" the Order Form.
8. Click the "Hidden" field. Then save the Order Form.
9. Using the Navigation Menu once more, click "Catalogs"
10. Create a new Catalog and name it appropriately.
11. Check the Enabled box to turn on the new Catalog.
Important! The catalog will not be customer viewable until you assign it in Users and Groups.
12. Assign a Catalog Icon by clicking on the Image button, then Save the Catalog.
13. Click the "DocMart Lists" tab to assign a list to the catalog.
Please note: DocMart items can be displayed in three ways. The most common is shown below. Another is to order many items from a catalog page before going to the cart. Lastly, selections can be successively made for multiple items from a drop down menu before proceeding to the cart.
14. First select the Order form previously created, by using the dropdown menu, then click Save.
15. Now highlight the desired DocMart List and click Assign.
16. Select "On with Default Order Form" and click "Assign"
Tip: "On with Catalog Order Form" is the recommended selection and most commonly used. It will build a separate page for every item in the DocMart list based on the Order Form selected in the previous step. When in doubt, use this selection.
17. The finished catalog will look similar to this sample. While only one Order Form was created, MyOrderDesk generated a page for each item in the DocMart List saving time and simplifying the form creation process.
