Program: SO Product Catalog

This program lets portal users assigned with the Customer Account Management functionality role browse and search available stock items with live pricing, quantity breaks, and promotions, and add products directly to a sales order via the Syspro Supply Chain Portal.

Exploring

Things you can do in this program include:

  • Search and browse available stock items with live pricing, quantity breaks, and promotional pricing (if applicable)

  • View detailed product information and related items by selecting a product tile.

  • Add products directly to a new or existing open sales order.

This program can't be run standalone and is accessed from the following program(s):

  • Supply Chain Portal

    • SO Order Management

      • From the Product Catalog button on the toolbar.

      • From Search product hyperlink when adding a new order line.

SO Order Management and SO Product Catalog can be run from the standard Syspro core product, but cannot be accessed from the Program List.

This is the action of adding a product from the SO Product Catalog to a new or existing open sales order. It is similar to the Add to Cart action on an eCommerce website. Items added in this way are stored in a cart until you proceed to checkout, which opens SO Order Management (Supply Chain Portal ) with the order pre-loaded.

This is an interactive card displayed in the catalog grid. Each tile shows the stock code, description, available quantity, price, quantity breaks (where applicable), and a product image.

This indicates a price that applies when a product is ordered in a specified quantity or above. Where quantity breaks exist for a product, they are displayed on the product tile so that you can select the most advantageous quantity before adding the item to your order.

This indicates a trade promotion that applies to a stock item for your customer account. Where a promotion applies, the promotional price is shown on the product tile in place of the standard price, together with the promotion code and discount.

If no price list applies to your account, the best available base price is shown.

Starting

  • The Syspro Supply Chain Portal must be installed and configured for the relevant company. It is installed using the Syspro Installer.

  • The SO Order Management program must be assigned to the portal user's landing page via the Portal Role Application Configuration program.

  • A valid customer account must be linked to the portal user in the Portal User Management program.

  • Price lists and/or TPM promotions must be configured for the customer to ensure that live pricing is displayed correctly on product tiles.

Adding portal users to your SYSPRO configuration provides external user access to specific functionality (using a dedicated user interface and menu system) based on the portal features available.

The portal's security ensures that the correct access is given to each portal user and that your end-supplier or customer can't access any unauthorized information.

This is achieved by each portal user being linked to a specific supplier or customer account from the SYSPRO company and then linked to a functional portal role. When logging in, portal users are then presented with a landing page determined by their functional role(s) that includes insights into the relevant information.

For example:

functional roles include insights such as agreed invoice terms, outstanding balances, etc.

functional roles include insights such as credit standing, receivable days outstanding, etc.

Administrators can easily configure security access for each portal user by defining an operator as a portal user; configuring each portal role with the appropriate access; and assigning the correct functional roles to the portal operators.

Both SO Order Management and SO Product Catalog functionality has been built against the functional role. Ensure the portal user are associated with this role. This is configured under the Portal User Management program (Program List > Administration > Security).

  • SO Product Catalog can only be accessed from the Syspro Supply Chain Portal and cannot be opened from the standard Syspro Program List.

    SO Order Management and SO Product Catalog can be run from the standard Syspro core product, but cannot be accessed from the Program List.

  • Pricing displayed on product tiles is determined by the SO Product Catalog Query business object. Price lists and TPM promotions should be configured in the simplest possible structure for portal-facing customers to ensure accurate pricing.

  • If multiple promotions apply to a stock code, the best applicable price is displayed. The display of promotions requires the Trade Promotions module to be configured.

  • If there is insufficient stock to fulfill the order quantity entered, a message is displayed to inform you that the quantity will be placed on back order when the order is saved.

Solving

SO Product Catalog uses the SO Product Catalog Query business object to determine the price shown on each product tile. If the customer is not using the price lists, the best available base price is shown together with quantity breaks, where applicable. If a TPM promotion applies, the promotional price is shown.

Where multiple promotions apply, the best price is displayed.

Ensure that price lists and promotions are configured in the simplest possible structure for portal-facing customers.

If no open order exists, a new sales order is started automatically and the product is added to it. If an open order already exists, the product is added to that order. The detail of the order can be viewed in SO Order Management (Supply Chain Portal )

Using

The following describes how to search for products and add them to a sales order using the SO Product Catalog program:

  • Open SO Product Catalog from the Product Catalog button in SO Order Management or from the Search product hyperlink when adding a new order line.

  • Browse the product grid or use the filter option to locate a specific stock code. Each tile displays the stock code, description, available quantity, price, quantity breaks (if applicable), and a product image.

  • To view more detail about a product select the More Information. A detail screen is displayed showing further product information and a related items section.

  • Select Add to Order to add the product to your sales order.

Referencing

Each product tile when opening SO Product Catalog from Syspro Supply Chain Portal display the following buttons:

This is the action of adding a product from the SO Product Catalog to a new or existing open sales order. It is similar to the Add to Cart action on an eCommerce website. Items added in this way are stored in a cart until you proceed to checkout, which opens SO Order Management (Supply Chain Portal ) with the order pre-loaded.

Displays a list of alternative stock items available in place of the selected product.

Displays further details about the selected product, including a related items section showing other products associated with it.

The fields descriptions are based on the Syspro Supply Chain Portal Web View. Although this program can be run from the Syspro Desktop (it's not available in the Program List) it is designed to be used via the Syspro Supply Chain Portal.
Field Description

Stock code

 This indicates the stock code.

Description

This indicates the description of the stock items.

Available

This indicates the quantity of the stock item currently available for order

Price

This indicates the unit price applicable to this stock item for your customer account.
Image This displays an image of the stock item, where one has been configured.

Promotion

This indicates the trade promotion code applied to this item for your customer account, where a promotion is applicable.

Quantity Break

This indicates the price breaks applicable when the stock item is ordered in specified quantities. Quantity breaks are displayed where they exist for the product.

Selecting a product tile opens a detail screen with the following additional content.

Field Description

Product details

This displays detailed information about the selected stock item, including all fields shown on the product tile.

Alternate Products

Displays a list of alternative stock items available in place of the selected product.

Related Products

Displays a section of additional product tiles showing other items related to the selected product.