Overview:

Catalogues are available to keep a list of either supplier catalogue lists for easy ordering via Purchase Orders or keeping lists of Stock for Stock List.

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 Stock Items are not used at all in the Purchasing catalogues.

Screen Guide:

Open

Open

Catalogue Supplier
Select a specific Supplier if this catalogue is Supplier specific, otherwise it can be left blank and used as a generic catalogue.

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

Description
A Description for this Catalogue.

Catalogue Date
Enter a date relevant to this Catalogue.

Inactive
Defaults to being active. Mark it as inactive if you want to make the Catalogue inactive and prevent it from being used when purchasing.

Update cost from last purchase
If you want your POs to always have an up-to-date cost (from the last approved AP Invoice) there is a new optional flag on Purchasing Catalogues to update catalogue lines with this last cost. This will work for both types of Catalogues, those that are supplier-specific, or generic catalogues. This is independent from stock, and the Stock Costing method chosen (if using Stock management).

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.

To purchase Stock Items in different Units than the one defined on the Stock Item, Stock Multiplier field must be populated. Check Purchasing units for Stock Items for further details.

Next Steps: