Like most other functionality on Cloud, Catalog Management requires that users who build the catalog have the necessary permissions. This ensures that catalog items are not subjected to undue changes or deletions.
Catalog management permissions are listed under the Catalog permissions group.
Here is the list of catalog management permissions and their associated capabilities.
Permission | Capability |
Create catalog items | Create and duplicate items (products, labor types, subscriptions, allowances, packages, and alternate sets) in the catalog, and import products from CSV or Excel files. |
Add products from D-Tools Library | Search for products in D-Tools Library and add them to catalog, quote, and other interfaces that support adding products. |
Edit catalog items | Edit item prices, specifications, labor hours, accessories, and other details in the item details view.
This permission is available automatically when the "Create catalog items" permission is ON. |
Delete catalog items | Delete items from the catalog and mark them as inactive. |
View item costs | See unit cost, margin, and markup in the catalog and quote. See profit details and quote pricing summary in the quote. |
View item prices | See unit price, margin, and markup in the catalog and quote. See profit details and quote pricing summary in the quote. |
Manage catalog settings | Create and manage the catalog settings under "Settings > Catalog" in the left navigation menu. |
Create and manage discounts | Create, edit, and delete discounts.
Check out this article for more details.
Users without this permission can view and apply discounts. |
Create and manage email templates | Create and manage email templates of all types across the Cloud subscription. |
If you want to read more about how to assign user permissions on Cloud, check out this article.