Verification of the changes introduced in the catalogs before their publication
Scope of lesson
Procedure for verifying changes in a manufacturer's product catalogue prior to incorporating the catalogue in the program.
Modules and program configuration
InstalSystem 5 package in any configuration with a licence number enabling access to the catalogue to be verified.
Attention! In order to gain access notify InstalSoft of the licence number owned.
Steps to perform
Downloading a catalogue for verification
- In the Manager select Update.
- In Manage versions check Catalogs for verification and carry out the update.
For more information, see: Update InstalSystem 5 package.
Catalogue verification
- Checking the correctness of changes made in a catalogue. For more information, see: Using catalogs and catalogs data in the project.
- Communicating remarks, if any, to the catalogue production team at InstalSoft.
- After obtaining information by e-mail on the available updated version of a catalogue, downloading and verfication of the updated catalogue.
In the case of changes in the assortment, a list of elements is additionally provided as an xls file generated from the catalogue. You can always ask for them additionally. It can be used to verify and approve changes.
Catalogue approval
After approving the contents of the catalogue, notifying the catalogue production team at InstalSoft of the catalogue being ready for publication.
Final state
InstalSoft publishes the catalogue and notifies the Partner by an e-mail about the date of the accessibility of changes.