Creating Catalogs

This chapter provides an overview of catalogs and discusses how to:

Create display templates.
Define catalog content and permissions.
Search catalogs.

Understanding Catalogs

Catalogs are a single group of products or services that are marketed and displayed together because they share common criteria. PeopleSoft Customer Relationship Management (PeopleSoft CRM) enables you to define the layout and content of online catalogs for internal and external use. You define the look and feel of catalogs by creating display templates, and then define the contents that you want to organize and present according to the template definitions. You can designate products for inclusion in a catalog either by direct association (using product IDs) or by creating business rules to dynamically build product content based on the selection criteria that you define. Similarly, you can control user access to catalogs by associating a Security Membership List with specific catalogs.

Catalogs in PeopleSoft CRM

You can access and search catalogs from different locations within PeopleSoft CRM, and different functional areas within the CRM applications are highly dependent on catalog definitions. Catalogs can be used and searched by external customers who are purchasing products or services, internally by customer service representatives (CSRs) who need product information, and by others within an enterprise. Catalogs can use PeopleSoft Real-Time Advisor dialogs to help direct an end user toward recommended products in the catalog. Catalogs and catalog data are accessible from within and outside of PeopleSoft CRM.

Internally

Catalog information is available from:

PeopleSoft Order Capture

In PeopleSoft Order Capture, CSRs access catalog data and run catalog searches from the Entry form to obtain up-to-date information about products prior to entering an order or providing quotes. In addition, access to products can be limited and validated against catalogs when a product is added to the order. CSRs can then use the product comparison tool, drill into product details, and copy products from the search results back to the order entry form. Additionally, the CSR can use PeopleSoft Real-Time Advisor to retrieve catalog data.

Note. Users can navigate to Product Search in PeopleSoft Order Capture and enter search criteria. They can also personalize the PeopleSoft CRM portal to display a product search pagelet (if the portal pack is installed). Once in a catalog, users can access PeopleSoft Real-Time Advisor, which retrieves catalog data based on answers to questions.
PeopleSoft Sales

From Lead and Opportunity, users can drill into the Product Search component and perform keyword searches for products. Users can then use the product comparison tool, drill into product details, and copy products from the search results back to PeopleSoft Sales.

Externally

Catalog information is available from:

PeopleSoft Order Capture Self Service.

You can link to product detail pages from order lines, access and browse catalogs, and access PeopleSoft Real-Time Advisor, which retrieves catalog data and offers recommendations based on a user's response to Advisor dialogs.
Customer registry or home page.

Users can browse and search the catalog. Or, once in a catalog, they can access PeopleSoft Real-Time Advisor, which retrieves catalog data and offers recommendations based on question and answer dialogs. Customers can also customize the PeopleSoft CRM portal to display a catalog search pagelet (if the portal pack installed).

Prerequisites

Before you create catalog display templates or define a catalog's content, you must define products using the Define Products component. In addition, because creating display templates and defining catalog content are interdependent setup steps, a catalog is not fully defined until you define both templates and content.

Creating Display Templates

This section provides an overview of display templates and discusses how to:

Define catalog display pages.
Define products and nested catalog display pages.
Define product comparison pages.
Define product detail display pages.
Define featured product displays.

Understanding Display Templates

You can create display templates to define a catalog's layout and organization. Note that this is separate task from defining what products the catalog contains. You can then apply the same reusable templates to different product collections defined in Catalog Setup. Defining layout and presentation separately from content enables you to easily modify, update, and recombine both products and presentational formats to meet different user and display requirements.

Template Setup Procedures

Define display templates using the Catalog Template Setup component. Each page in this component controls the look and feel of one or more corresponding pages or displays in the online product catalog. The catalog display page is the initial page that users access. It contains a list of catalogs and associated images. The product display page is normally the second page that users access; it can display both products and nested catalogs (as well as associated images). Access this page from a link on the catalog display page.

Pages Used to Create Display Templates

Page Name	Object Name	Navigation	Usage
Display Template	RO_DISPLAY_TEMPL	Catalog Management CRM, Catalog Template Definition	Define the look and feel of catalogs and product display pages in online catalogs.
Product Display Page	RO_PRODUCT_DISPLAY	Catalog Management CRM, Catalog Template Definition	Define the look and feel of product display pages in online catalogs.
Product Compare Page	RO_PRODUCT_COMPARE	Catalog Management CRM, Catalog Template Definition	Define the look and feel of product comparison pages in online catalogs.
Product Details	RO_PRODUCT_DETAIL	Catalog Management CRM, Catalog Template Definition	Define the look and feel of product details pages in online catalogs.
Featured Products	RO_PRODUCT_FEATURE	Catalog Management CRM, Catalog Template Definition	Define featured products displays.
Product Search	RO_PRODUCT_SEARCH	Catalog Management CRM, Catalog Template Definition	Controls the visibility options from the product search.

Defining Catalog Display Pages

Access the Display Template page.

Template Details

Description and Long Description

Enter a short and long description for the display template.

Status

Select if the display template is Activeor Inactive.

Default Display Template

Select to make this the default display template. PeopleSoft Order Capture uses the default template to determine the catalog page display when a display template is unavailable. For example, because users do not initiate product searches from within a particular catalog, how do you know which catalog product details definition to display when the user clicks a particular product after searching for it? In this case, the default catalog definition displays the product details. The same is true when a user drills into a particular product on an order. Similarly, the first page that users see when browsing catalogs is a list of catalogs. The catalog engine uses the default display template to determine whether or not to display the catalog images and long descriptions of these catalogs (catalog images appear if you select the Images check box on the Product Display Page page).

Note. Only one default display template is valid in the system.

User Association Overwrite

Show Nested Catalogs	Select to have a catalog's secondary, nested catalogs (if any) appear on the product display page and to give users access to them.
Show Products	Select to have products or services that are associated with a catalog appear on the product display page and to enable users to drill into product details.
Show Long Description	Select to have the long description of a catalog appear. Otherwise, the system displays the short description from the Product Catalog page. Note. Enter the long description of catalogs on the Product Catalog page.
Show Image	Select to show an image if a catalog has no image. You must upload the filler image on this page. Note. If the catalog has an image and you want it to appear on the initial catalog display page, select Images on the default template's Product Display Page page. Note. Select the image representing a catalog on the Product Catalog page.

Catalog Image

Upload	Click to upload a filler image to use when a catalog image is not available or to display no catalog image.
Delete	Click to delete the filler image.

Defining Product Displays

Access the Product Display Page page.

User Association Overwrite

Images	Select to display product and nested catalog images on the catalog's product display page. These images will function as links to product detail and product display pages. Note. Associate images with catalogs on the Product Catalog page. Associate images with products on the Images page in the Product Definition component.
Product Description	Select to show products' short descriptions on the product display page. These descriptions will function as links to product detail pages. Note. Short descriptions come from the External Description page in the Product Definition component.
Long Product Description	Select to show products' long descriptions on the catalog's product display page.
Featured Products	Select to identify products that are marked as Featured on the catalog's product display page. Note. Define the look and feel of featured products on the Featured Products page of the Catalog Template Setup component. Select actual products to be featured in a catalog on the Featured Products page of the Catalog Setup component.
Filler Image	Select to show a filler image on the catalog's product display page if a product has no image associated with it. You must upload the filler image on this page.
Price	Select to show product prices on the catalog's product display page. Note. The product price is for single, one-time charges. Prices can come from price sets that are defined in the pricing engine, the List Price field on the Product Price page, or the List Price field on the Package Component Pricing page (if the product is a package that is priced at the component level).
Recurring Price	Select to show recurring prices on the second catalog display page. Note. A recurring price is a price that is charged at periodic intervals, such as a magazine subscription fee. Define recurring prices on the Price List page.
Compare Options	Select to enable users to compare products (compare check boxes and a Compare button appear on the catalog's product display page). Note. You cannot include nested catalogs in comparisons.
Add to Cart	Select to enable users to add products to their cart.

Display Options

Rows	Enter the number of rows of products or nested catalogs you want to appear on the catalog's product display page.
Columns	Enter the number of columns of products or nested catalogs you want to appear on the catalog's product display page.
Cell Width	Enter the cell width for a single nested catalog or product on the product display page. If you leave this field left blank, the cells expand and shrink based on their contents, and each column expands to the largest width of any child cell.
Border Width	Enter the width of the cell borders.
Alignment	Select Center, Right, or Left.
Image Size	Select Large, Medium, Small, or Zoom. Note. Size refers to the Product Image page and the corresponding image sizes that are loaded there per product. For nested catalogs, it uses the image (and size) that is loaded to the catalog.
Border Style	Select the style class of the cell borders. The background color of a cell's style class determines the cell's border color.

Filler Image

Browse	Click to attach a filler image to use on the product display page when a product image is not available or to display no product image.
Delete	Click to delete the filler image.

Defining Product Comparison Displays

Access the Product Compare Page page.

Product Detail

Select to have users access the Catalog's Product Detail page when they drill into a product on the Compare page.

Arrangements

Select to have users access the Financial Services Arrangements/Terms and Conditions page when they drill into a product on the Compare page.

User Association Overwrite

Product Description	Select to show products' short descriptions on the catalog's product comparison page. Note. Short descriptions come from the External Description page in the Product Definition component.
Product Long Description	Select to show products' long descriptions on the comparison page. Note. Long descriptions come from the External Description page in the Product Definition component.
Product Unit of Measure	Select to show a product's default unit of measure (UOM) in a comparison. Note. Set the default UOM on the Product Attributes by UOM page.
Product ID	Select to show the Product ID on the comparison page.
Price	Select to display product prices in a comparison. Note. The product price is for single, one-time charges. Prices can come from price sets that are defined in the pricing engine, the List Price field on the Product Price page, or the List Price field on the Package Component Pricing page (if the product is a package that is priced at the component level).
Images	Select to show product images on the catalog's comparison page. Note. Associate images with products on the Images page in the Product Definition component.
Filler Image	Select to use a filler image if a product has no image associated with it. You must upload the filler image on this page.
Attributes	Select to display product attributes in a comparison. Only attributes whose group usage type is Information appear in a product comparison. Note. Define product attributes on the Attributes page in the Define Products component. Define attribute group usage types on the Attribute Groups page.
Attribute Classes	Select to organize the attributes that appear in a comparison into attribute classes or types. For example, materials, dimensions, and patterns are different attribute classes.
Purchase Option	Select to add a Purchase This Product link to the catalog's comparison page. Users click this line to access the product's details page, where they find the Add to Cart button (if enabled on the Product Details page).

Display Options

Section Style Class	Enter the style class to use for the comparison page section headers.
Criteria Style Class	Enter the style class to use for the comparison page column that contains the elements to be compared (the leftmost column on the page).
Even Column Style Class	Enter the style class to use for the second (even-numbered) product column on the comparison page.
Odd Columns Style Class	Enter the style class to use for the odd-numbered product columns on the comparison page.
Column Width	Enter the width of the columns on the comparison page. If you leave this field blank, the columns expand and shrink based on their contents, and each column expands to the largest width of any child column.
Border Width	Enter the width of the border between all of the columns and rows in the comparison table.
Image Size	Select Large, Medium, Small, or Zoom. Note. Size refers to the Product Image page and the corresponding image sizes that are loaded there per product. For nested catalogs, it uses the image (and size) that is loaded to the catalog.

Filler Image

Upload	Click to upload a filler image to use on the product display page when a product image is not available or to display no product image.
Delete	Click to delete the filler image.

Specifying Product Detail Displays

Access the Product Details page.

User Association Overwrite

Product Description	Select to display product short descriptions on the catalog's product details page. Note. Short descriptions come from the External Description page in the Product Definition component.
Product Fields	Select to display product fields on the catalog's product details page. These fields include Unit of Measure, Quantity, Price, and Recurring Price.
Attributes	Select to display product attributes on the details page. Only attributes whose group usage type is Information appear on the product details page. Note. Define product attributes on the Attributes page in the Define Products component. Define attribute group usage types on the Attribute Groups page.
Attribute Classes	Select to organize the attributes that appear in a comparison into attribute classes or types. For example, materials, dimensions, and patterns are different attribute classes.
Buy button	Select to enable the Add to Cart button and functionality to the product details page.
Images	Select to display product images on the catalog's product details page. Note. Associate images with products on the Images page in the Product Definition component.
Filler Image	Select to use a filler image if a product has no image associated with it. Upload the filler image on this page.
Relationships	Select to show product relationships on the product details page. In PeopleSoft CRM, products can be related to other products as cross-sell or up-sell opportunities, function as alternates or replacements for other products, complement other products, or be defined as prerequisites for the purchase of other products. These relationships can appear on the product details page to promote additional sales opportunities. Note. Define relationships between products on the Product Relationships page.
Relationship Images	Select to display images of related products on the catalog's product details page.
Attachments	Select to enable the Attachment functionality.

Display Options

Image Size

Select Large, Medium, Small, or Zoom.

Note. Size refers to the Product Image page and the corresponding image sizes that are loaded there per product. For nested catalogs, it uses the image (and size) that is loaded to the catalog.

Filler Image

Upload	Click to upload a filler image to use when a product image is not available or to display no product image.
Delete	Click to delete the filler image.

Defining Featured Products Displays

Access the Featured Products page.

User Association Overwrite

Style Name	Enter a cell style to use for featured products.
Featured Image	Select to have the image that is uploaded on this page to appear on catalog display pages when a product is marked as Featured.
Show Featured Products First	Select to have all of the products that are marked as Featured appear before other products. This option is preferable if you want to promote certain products so that users see them first.

Featured Image

Upload	Click to upload a filler image to use when a product image is not available or to display no product image.
Delete	Click to delete the filler image.

Specifying Product Search Options

Access the Product Search page.

Product Search

Show Price	Select to show the price of the products in Search Results on the Product Search page.
Show Add Button	Select to show the Add button in Search Results on the Product Search page.
Show Score	Select to show the Score in the Search Results area on the Product Search page.
Show Product ID	Select to show the Product ID in the Search Results area on the Product Search page.

Defining Catalog Content and Permissions

This section provides an overview of catalog content and permissions and discusses how to define catalog content and permissions:

Understanding Catalog Content and Permissions

PeopleSoft CRM enables you to generate catalogs dynamically based on rules that you define online. These rules determine which products appear in catalogs, who can access catalogs, and which products are featured in catalogs. You can also link products to catalogs and define user access by direct association using product IDs and user IDs.

Catalog Content and Features

You can associate both standard and featured products with catalogs by:

Direct association

Direct association enables you to link specific product IDs to one or more catalog IDs. Only products associated with a catalog ID can appear in the catalog.
Business rule association

Business rule association enables you to define a rule that is based on field values such as product brand, product category, and product group as well as other product attributes. For example, you could define a rule that specifies that only a specific product brand can appear or be featured in a catalog. If you want, you can include more than one attribute and value pair in a single product association rule. For example, you could use these two associations to create a catalog for Company X laptops and Company Z workstations:

Condition 1: Product category = laptop and brand = Company X.

or

Condition 2: Product category = workstation and brand = Company Z.

Each condition in the rule involves an association between two values, a product category and a brand, which are joined together using the where clause operator and. However, the relationship between conditions is based on the where clause operator or, meaning that any product that satisfies either condition 1 or condition 2 appears in the catalog.

Note. The system interprets rule conditions that are defined on the same row or scroll to be joined by the and operator and conditions that are defined on different rows or scrolls to be joined by the or operator.

User Permissions

In PeopleSoft CRM, you can control access to catalogs by:

Direct association

Direct association enables you to link specific user IDs to one or more catalog IDs. Only users who are associated with a catalog can access the catalog.
Business rule association

Business rule association enables you to define access rules based on field values such as company, user role, gender, region, and other attributes. For example, you could define a rule that specifies that only users within a certain company can access the contents of a catalog. Just as in the case of product association rules, you can include more than one attribute and value pair in a single access rule. For example, you could define these two associations to limit access to users in Company A whose geographic region is the Southwest, or who work in Company B in the Northeast region:

Condition 1: User = employee in Company A and Southwest.

or

Condition 2: User = employee in Company B and Northeast.

Each condition in the rule involves an association between two values, a company and a region, which are joined together using the where clause operator and. However, the relationship between conditions is based on the where clause operator or, meaning that catalog access is granted to anyone who satisfies either condition 1 or condition 2.

Note. The system interprets rule conditions that are defined on the same row or scroll to be joined by the and operator and conditions that are defined on different rows or scrolls to be joined by the or operator.
Security Memberships

Security Memberships enable you to specify which users or groups of users can have access to certain catalogs. For example, a company can have a Membership List called All Personsthat includes all of the people that have a person record in the system. This Membership List is then associated with a catalog, this means that all of the people on this list can view this catalog. If a catalog called the Premier Catalog was for Premier Customers, a company can create a Membership List that contains all of their Premier Customers and the Premier Catalog would provide special pricing and recommendations for this group of users.

Pages Used to Define Catalog Contents and Permissions

Page Name	Object Name	Navigation	Usage
Product Catalog	RO_PRD_CATALOG	Catalog Management CRM, Catalog Definition, Product Catalog	Define catalog IDs and select default display templates to control the look and feel of catalogs; populate catalog cache tables.
Clone a Catalog	RO_CAT_CLONE	Click the Clone This Catalog link on the Product Catalog page.	Create copies of catalogs.
Product Association	RO_PRD_ASSOCIATION	Catalog Management CRM, Catalog Definition, Product Association	Define catalog content by direct or business rule association.
Security Membership	RO_CAT_SEC	Catalog Management CRM, Catalog Definition, Security Membership	Define user access and experience by defining Membership Lists.
Membership List	RSEC_MEMBER_SMRY	Click the View Details link on the Security Membership page.	Define memberships to enable visibility to catalogs.
Nested Catalogs	RO_NEST_CAT	Catalog Management CRM, Catalog Definition, Nested Catalogs	Link nested catalogs to a main catalog.
Featured Products	RO_FEATURED_PRD	Catalog Management CRM, Catalog Definition, Featured Products	Select products to be featured in catalogs.
Recommendations	RO_RECOMMENDATION	Catalog Management CRM, Catalog Definition, Recommendation	Select to show or not show recommendations.

Defining Catalog IDs and Populating Catalog Caches

Access the Product Catalog page.

Catalog Tree Details

You can expand folders in the Catalog tree as follows:

Expand the main Catalog folder in the catalog tree to display subfolders for products and users.
Expand the Products folders to see individual products in the catalog.
Expand the Users folder to see individual users who have access to the catalog.

Each folder in the tree has a link associated with it, and within the Products and Users folders are these links for individual products and users:

Catalog

Click to refresh the tree display.
Products

Click to access the Product Definition component and define products (logged on users must have access to the product definition to do this).
Users

Click to access the Consumer or Contact components where and define users (logged on users must have access to the user definition to do this).
Individual product

Click to access the product definition.
Individual user

Click to access the user definition.

Catalog Details

Description and Long Description	Enter a description, which appears in the catalog list. You can make the long description appear on the catalog display page by selecting Show Long Description on the Display Template page.
Channel	Select which channels to use to define access to catalogs. Values are: All: Select if the catalog will be accessed externally using the web as well as internally (for example, by CSRs). Internal: Select if the catalog is for internal use only. Web SS (web self-service): Select if the catalog is for external access using the web (for example, by customers who are purchasing products or services through a self-service transaction). Note. The channel that is being accessed depends on the portal that is being browsed. As delivered, the customer portal is considered external, and the employee portal is considered internal.
Begin Date and End Date	Enter dates that specify the period during which the catalog is active.
Display Template	Enter a display template to control the layout of products as well as the information and options that appear in the catalog. You can override (on the User Associations page) the display template at the catalog level with a display template at the user level. Note. You must first define the display templates using the Catalog Template Setup component.
Advisor Dialog	Associate a PeopleSoft Real-Time Advisor dialog with the catalog. When you associate a dialog with a catalog, users see a Goto Product Advisor link that launches the Advisor. Dialogs can be based on different catalog-user combinations, so that different dialogs can be targeted to different users. This means that you can define (on the User Associations page) a default dialog at the catalog level as well as an optional dialog at the user level. Note. PeopleSoft Real-Time Advisor dialogs are a series of questions and answers that constitute a recommendation experience. Advisor recommends products based on a user's responses. These responses can be weighted by the Advisor engine to emphasize certain recommendations over others based on user segments. In PeopleSoft Order Capture Self Service, users can add products or services that Advisor recommends to their shopping carts. If users exit an Advisor dialog, they are returned either to the catalog page in the self-service application or to the Order Capture entry form (in the case of the CSR).
Region Based	Select if the catalog is regional (sensitive to the geographical area of the user). When users accesses regional catalogs, they are prompted for a region, which could be the zip code of the ship-to area of service or installation, a state, a city name, or some other location, depending on how you define regions during implementation. This information can be used to dynamically hide products in the catalog that are not available in a particular area. Note. To define the regions in which specific products are available or unavailable, use the Regions Page in the Product Definition component. Product Sales regions are used for product filtering. Note. You can also attach regional restrictions at the user level as opposed to the product level. You do this on the User Association page. Geographic regions are used for user associations.
Universal	Select if products in the catalog are available to all users who have access to the product setID.
Populate Catalog	Click to populate cached information on which the tree in the left pane of the page is based. Note. This button calls the RO_CAT_GETPR Application Engine program, which populates the cache tables storing catalog data. Note. The tree refreshed automatically with the new information based on the catalog refresh.
Clone This Catalog	Click to access the Clone a Catalog page and clone the current catalog.

Catalog Image

Upload	Click to upload an image to represent the catalog. You determine whether this image appears in online catalogs on the Display Template page.
Delete	Click to delete the image.

Cloning Catalogs

Access the Clone a Catalog page.

Original Catalog Information

Catalog to be Cloned

Displays the name of the catalog that is being cloned.

Cloned Catalog Information

New Catalog ID	Displays the new ID that the system assigns to the cloned catalog once you click Clone Catalog.
Begin Date and End Date	Enter dates that specify the period during which the new catalog is active.
Description and Long Description	Enter a description, which appears in the catalog list. You can make the long description appear on the catalog display page by selecting Show Long Description on the Display Template page.

Include these for clone

Product Associations	Select to save all of the product associations from the original catalog to the new catalog.
User Associations	Select to save all of the user associations from the original catalog to the new catalog.
Featured Products	Select to save all of the featured product rules from the original catalog to the new catalog.
Nested Catalogs	Select to save all of the nested catalogs from the original catalog to the new catalog.

Defining Product Associations

Access the Product Association page.

From Product ID and To Product ID

Enter product IDs to link products to catalogs by direct association. To link an individual product rather than a range of products to a catalog, enter the specific product ID in the From field and leave the To field blank. Create new rows for each product or product range that you want to associate with the catalog.

Product Brand

Enter a brand to create a business rule association based on that brand. For example, you could select only Brand A product for inclusion in a catalog.

Note. Define brands on the Product Brand page.

Product Group

Enter a product group to create a business rule association based on that group. For example, you could include in the catalog all products in the product group Dishwashers.

Note. Add products to product groups on the Product Groups page in the Product Definition component.

Product Category

Enter a product category to create a business rule association based on that category. For example, you could include in the catalog only products that fall within the category Trains.

Note. Define product categories on the Product Category page.

Attribute Name and Attribute Value

Enter an attribute name on which to base a business rule association, and enter the attribute value. For example, you could use the Material attribute to select items for inclusion in a catalog and specify that you want to include all products in the product group Shoes that are made of 100 percent leather (in this case, the attribute value would be Leather).

Note. Define attributes using the Attributes component. Only attributes that are associated with products whose group usage type is Information are available here.

Note. Associate products with attributes on the Attributes page in the Define Products component.

Attribute Label

Displays the description of the chosen attribute.

Service/Product

Enables you to create a business rule association based on the definition of products as Service or tangible type Products.

Note. Define products as service or tangible type products on the Definition page in the Product Definition component.

Orderable By

Select a value to create a business rule association based on whether a product is universally available or available only to businesses or consumers. For example, you may want the catalog to include only products selected for businesses. Values are:

All: Select to include products in the catalog that are available to both customers and businesses.

Consumer: Select to include products in the catalog that are available to consumers.

Business: Select to include products in the catalog that are available to businesses.

Note. Set the Orderable By status of products on the Definition page in the Product Definition component.

Understanding Conditional Clauses in Business Rule Associations

When you create business rule associations on the Product Association page, the conditions in the rule can be related to one another in one of two ways:

Using and operators.

When different conditions are joined by and operators, all individual conditions in the rule must be met before a product can be included in a catalog. For example, if you specify that the product brand Company X should be included in the catalog and that within this brand, only products in the product category Laptop Computers should be included, you are defining a rule based on an and operator. In other words, the product must be both a Company X product and a laptop to be included in the catalog.
Using or operators.

When different conditions are joined by or operators, then only one condition in the rule must be met before a product is included in a catalog. For example, if you specify that any product carrying the product brand Company X should be included in the catalog, as well as any computer in the product category Workstation (regardless of brand) should be included, you are defining a rule based on an or operator. In other words, if the product is either a Company X product or a workstation, it will be included in the catalog (only one condition needs to be satisfied).

To create rules based on and and or operators:

To associate conditions within a rule using the and operator, define all the conditions as part of the same scroll or row.

For example, assume that you want to include only Company X workstations in a catalog. To do this, enter a product brand of Company X (condition 1) and a product category of Workstation (condition 2), but do not create a new row for each condition.
To associate conditions using the or operator, define each condition on a different scroll or row.

For example, assume that you want to include all Company X products in the catalog (condition 1), as well as any workstation, regardless of brand name (condition 2). To do this, enter a product brand of Company X, create a new row on the Product Association page (click the Add Row button), and define the second condition by enter a product category of Workstation.

Setting Up Security Memberships

Access the Security Membership page.

Membership

Membership Lists that are associated with a particular catalog.

View Details

Select to view the membership details.

Priority

Enter a Priority to define which catalog appears.

Advisor Dialog

Enter a PeopleSoft Real-Time Advisor dialog to override the default dialog that is selected at the catalog level (on the Product Catalog page). This dialog applies to users who meet the access requirements that you define.

Note. Advisor dialogs belong to PeopleSoft Real-Time Advisor.

Display Template

Enter a display template to override the default template that is selected at the catalog level (on the Product Catalog page). This template applies to users who meet the access requirements that you define.

Add Membership

Select to add a new membership to the catalog security.

Defining Recommendations

Access the Recommendation page.

Recommendation Detail

Show Recommendation	Select to show recommendations.
Display Template	Define a display template to be used for recommendations.

Creating Nested Catalogs

Access the Nested Catalogs page.

Catalog ID

Enter the ID of the catalog that you want to nest within the main catalog that appears at the top of the page.

Begin Date and End Date

Enter the dates in which the relationship between the nested catalog and the main catalog is valid.

Identifying Featured Products

Access the Featured Products page.

Note. A product cannot be featured in a catalog until you associate it with the catalog on the Product Association page. Only after you establish the association can you mark the product as Featured.

Searching Products

This section provides an overview of product searches and discusses how to search products.

Understanding Product Searches

You can initiate product searches and access product data from different locations in PeopleSoft CRM:

Customer registry users can run searches by clicking the Find Product link.
Employee registry users can launch a catalog search by navigating to PeopleSoft Order Capture, Find Products.

Once in a catalog, users can access PeopleSoft Real-Time Advisor.
Employee or customer users can personalize the PeopleSoft CRM portal by adding a product search pagelet to their home page (if the PeopleSoft Portal Pack is installed).
In PeopleSoft Order Capture, CSRs can access product data and run catalog searches from the Entry form to obtain up-to-date information about products or services prior to entering an order or a quote.

CSRs can copy products from the search results back to PeopleSoft Order Capture and use Real-Time Advisor to retrieve catalog data.
In PeopleSoft Order Capture Self Service, you can link to product detail pages from order lines and access both catalogs and PeopleSoft Real-Time Advisor.
From Lead and Opportunity components in PeopleSoft Sales, users can drill into Find Products and perform keyword searches for products.

Users can then use the product comparison tool, drill into product details, and copy products from the search results back to PeopleSoft Sales.

Product Search Setup

PeopleSoft CRM uses the Verity search engine to run searches against flat files called search collections. These files store data that is derived from the same database cache tables that are loaded when you build and populate the catalog. Before you can search a catalog, you must:

Populate the catalog cache tables.
Create the search collection.

Search Results

When search results are returned, the user can navigate into product details and compare up to three products. When used with the internal order capture, Lead and Opportunity components, users can select products and copy them back into the Calling component.

Page Used to Search Catalogs

Page Name	Object Name	Navigation	Usage
Find Products	RX_PROD_SRCH	Orders and Quotes, Find Products	Search products in one or more catalogs.

Searching Products

Access the Find Products page.

Basic Search

A basic search enables you to search catalogs based on selection criteria that you enter in the Catalog, Keywords, and Region ID fields.

Catalog	Select the name of the specific catalog that you want to search, or select All Catalogs to run a global search.
Keywords	Enter the keyword or keywords to use in the search. The search looks only in the catalog that you select (or in all catalogs) and looks for keywords across all fields in the search collection. Note. If you enter multiple keywords, the search treats these as an exact phrase. For example, if you enter red bike, the search would not find blue bike with red trim. If you want the search to treat multiple keywords independently, you must separate them with a boolean operator like and or or. For example, to find all occurrences of red and bike, enter red and bike in the Keywords field. Conversely, to find all occurrences of red or bike, enter red or bike.
Region ID	Select a Region ID to narrow the search criteria.
Search	Click the Search button to initiate a search. Note. Pressing the Enter key after entering a keyword will not initiate the search.
Search Tips	Click to get tips on how to narrow or broaden the searches using the Keywords field, or to get tips on advanced searches.

Advanced Search

Advanced searches enable you to enter the same search criteria as in a basic search and more.

Description	Enter a keyword to search only the description field for this value.
Product ID	Enter a complete ID to search only the product ID field for this value.
Brand	Select a brand to search only the product brand field for this value.
Match On	Select the relationship between the elements of the advanced search. Values are: All Criteria (AND): Select to relate advanced search criteria to one another using the and operator. In other words, all of the search criteria that you define (description, product ID, and brand) must be satisfied for the search to return a product. Any Criterion (OR): Select to relate advanced search criteria to one another using the or operator. In other words, only one of the search criteria that you define (description, product ID, or brand) must be satisfied for the search to return a product. Note. Match On options apply only to advanced search criteria. The elements of a basic search (catalog and keyword) are always linked together by an and operator. Similarly, the relationship between basic and advanced search elements is always based on the and operator.
Search	Click to initiate a search. Note. Pressing Enter after entering a keyword does not initiate the search.

Product Detail	Select to have users access the Catalog's Product Detail page when they drill into a product on the Compare page.
Arrangements	Select to have users access the Financial Services Arrangements/Terms and Conditions page when they drill into a product on the Compare page.

From Product ID and To Product ID	Enter product IDs to link products to catalogs by direct association. To link an individual product rather than a range of products to a catalog, enter the specific product ID in the From field and leave the To field blank. Create new rows for each product or product range that you want to associate with the catalog.
Product Brand	Enter a brand to create a business rule association based on that brand. For example, you could select only Brand A product for inclusion in a catalog. Note. Define brands on the Product Brand page.
Product Group	Enter a product group to create a business rule association based on that group. For example, you could include in the catalog all products in the product group Dishwashers. Note. Add products to product groups on the Product Groups page in the Product Definition component.
Product Category	Enter a product category to create a business rule association based on that category. For example, you could include in the catalog only products that fall within the category Trains. Note. Define product categories on the Product Category page.
Attribute Name and Attribute Value	Enter an attribute name on which to base a business rule association, and enter the attribute value. For example, you could use the Material attribute to select items for inclusion in a catalog and specify that you want to include all products in the product group Shoes that are made of 100 percent leather (in this case, the attribute value would be Leather). Note. Define attributes using the Attributes component. Only attributes that are associated with products whose group usage type is Information are available here. Note. Associate products with attributes on the Attributes page in the Define Products component.
Attribute Label	Displays the description of the chosen attribute.
Service/Product	Enables you to create a business rule association based on the definition of products as Service or tangible type Products. Note. Define products as service or tangible type products on the Definition page in the Product Definition component.
Orderable By	Select a value to create a business rule association based on whether a product is universally available or available only to businesses or consumers. For example, you may want the catalog to include only products selected for businesses. Values are: All: Select to include products in the catalog that are available to both customers and businesses. Consumer: Select to include products in the catalog that are available to consumers. Business: Select to include products in the catalog that are available to businesses. Note. Set the Orderable By status of products on the Definition page in the Product Definition component.

Membership	Membership Lists that are associated with a particular catalog.
View Details	Select to view the membership details.
Priority	Enter a Priority to define which catalog appears.
Advisor Dialog	Enter a PeopleSoft Real-Time Advisor dialog to override the default dialog that is selected at the catalog level (on the Product Catalog page). This dialog applies to users who meet the access requirements that you define. Note. Advisor dialogs belong to PeopleSoft Real-Time Advisor.
Display Template	Enter a display template to override the default template that is selected at the catalog level (on the Product Catalog page). This template applies to users who meet the access requirements that you define.
Add Membership	Select to add a new membership to the catalog security.

Catalog ID	Enter the ID of the catalog that you want to nest within the main catalog that appears at the top of the page.
Begin Date and End Date	Enter the dates in which the relationship between the nested catalog and the main catalog is valid.

Product ID	Enter a product ID to define that individual product as a featured product. Create a new row for each product that you want to feature.
Product Brand	Enter a brand to create a business rule for featuring products based on that brand. For example, you could select all Nike products as featured products. Note. Define brands on the Product Brand page.
Product Category	Enter a product category to create a business for featuring products based on that category. Note. Define product categories on the Product Category page.
Product Group	Enter a product group to create a business rule for featuring products based on that group. Note. Add products to product groups on the Product Groups page in the Product Definition component.
Attribute Name and Attribute Value	Enter an attribute name on which to base the business rule, and enter the attribute value. For example, Material is an attribute that you could use to define featured items; you could specify that you want to feature all products in the product group Shoes that are made of 100 percent leather (in this case, the attribute value would be Leather). Note. Define attributes using the Attributes component. Only attributes that are associated with products whose group usage type is Information are available here. Note. Associate products with attributes on the Attributes page in the Define Products component.
Attribute Label	Displays the description of the chosen attribute.
Service/Product	Enables you to define a business rule for featuring products based on the definition of products as Service or tangible type Products. Note. Define products as service or tangible type products on the Definition page in the Product Definition component.