Using catalogs in sales orders and quotations

You can insert items from a product catalog as new lines on a sales order or sales quotation.

To insert items from a catalog:

Step 1. 

Specify a product catalog. For more information, refer to Product catalogs.

Step 2. 

In the Sales Order (tdsls4100m900) session or Sales Quotation (tdsls1600m000) session, specify sales order or quotation header data.

Step 3. 

From the appropriate menu on the Lines tab, click Insert from Catalog to start the Catalogs (tdpct0510m000) session.

Step 4. 

From the appropriate menu in the Catalogs (tdpct0510m000) session, select the appropriate catalog and click Tree Structure. Consequently, either the Catalog Structure (tdpct0510m100) or Catalogs with Item Data (tdpct0601m000) session starts in which the specified category structure is displayed.

Step 5. 

Select an item from the catalog structure to add items to the sales order or quotation. Depending on the session that was started:

  • Click Item Information on the appropriate menu of the Catalog Structure (tdpct0510m100) session. The Item Information (tdpct0212s000) session starts in which you can first specify an Order Quantity and then click Order Item to order the item.
  • In the Item Information group box of the Catalogs with Item Data (tdpct0601m000) session, first specify an Order Quantity and then click Order Item to order the item.

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