Simple CMC

• Users need the Winner Bizz Catalogue maintenance extension. You can check if you already have this extension in the Workflow settings > Check activation or in Others > Help and support > About.
  
  
  Note: If you don't have this extension, please contact Compusoft.
  
  
• Users need to be granted with the user roles Catalogue maintenance, Download design catalogue, Install design catalogue and Edit design catalogue.  
  
  
• A workstation needs to be defined a CMC database. For more information, see Change the location of the CMC database.

The first step is to download the standard catalogues provided by Compusoft that are not yet customised.

From the workstation defined as the CMC database, select Sales > Standard catalogues download. For more information, see Download and installation of standard catalogues.

When the download is finished, the status bar will display the following message:

Customisation - Quick Process

The quick process option allows users to quickly change the pricing and general settings of catalogue. 

Select Sales > Catalogue customisation. The Catalogue customisation window opens and allows users to manage the catalogues configuration. Select the catalogue to configure and then click on the Quick Process tab.

The Catalogue configuration window will then open, from here you will be able to manage the coefficients of your catalogue and other settings for example, the date of availability in the fields Valid from and Valid until and the percentage Discount. Once the configuration is done, click OK.

The next window will allow you to manage the general settings for your catalogue. Once it is done, click OK.

Note: The calculation method needs to be validated in this second window to be saved and send in production.

Customisation (without Quick Process)

The catalogues you downloaded are standard catalogues and need to be customised before being ready for use in your designs. 

Select Sales > Catalogue customisation. The Catalogue customisation window opens and allows users to manage the catalogue configuration. Select a catalogue in the list > Customisations. You will see all the customisations made on catalogues. 

To add new customisations, click the New drop-down menu. Several options are possible:

• Model customisation: Change and rename models. You can also set dates for models available for a limited time.
• Article customisation: Add custom messages to articles within the catalogue for specific use cases and hide articles that you don't want to show in the catalogue.
• Core selection customisation: Add new codes to the catalogue with core selection customisation.
• Condition customisation: Change catalogue index settings. This is required with every catalogue. 
• Block customisation: See Calculating blocks for the proper use of the block calculation.
• Block action customisation: Define and restrict block in certain models.
• Catalogue settings customisation: Change global catalogue settings.
• Article URL customisation: Add custom URL links to articles manually.

To make a customisation active, select it and click Ready for publishing. 

Note: This status remains active even if the customisation has already been published. 

To make a customisation inactive, right-click the customisation and untick the Ready for publishing option.

Import former catalogue customisations

In the case where a new version of a catalogue has been released by Compusoft, you can import previous customisations from older versions of the same catalogue. In the Catalogue customisations window, click on Import and chose the catalogue previous version to see a list of the customisations used. 

Note: When you create a customisation with the Quick process, the name of this customisation is Default. You can change the name of the customisation by selecting Properties in the Catalogue customisations window.

The configuration of the catalogue is now complete. It is possible to modify it at any time by double-clicking on the configured catalogue. A window will open with the existing configuration, you will be able to update them by double-clicking.

The Ready to publish column is checked, meaning that the catalogue is customised and will be taken into account during the catalogue publication.

To publish the catalogues, in the Catalogue Customisation dialog, click Publish All. 

When your customised catalogues are published, they are ready to be installed by the other users.

To do so, select Sales > Production catalogues download and Sales > Install catalogues in production.

Note! Users need the user role access rights for Download design catalogue and Install design catalogue.

For more information, see Download and installation of catalogues in production.

Please note that for Cloud users using a standalone workstation, the production catalogues must be downloaded before installation. For more information, see Winner Bizz Cloud base installation type.