Catalog Interface

Updated: February 17, 2022
Contents

    The following describes the graphical user interface and available operations within the Catalog module on the CloudBlue Connect platform. The aforementioned operations include reviewing the provided product catalog and enrolling syndication contracts or referral (direct) contracts.

    In general, such operations are applicable for the Reseller accounts that are essential for syndication and creating sale chains. Note, however, that the invited Distributor accounts can also enroll syndication as well as referral contracts with the sourcing Distributors of selected products.

    Catalog Interface

    Proceed to the Catalog module to access your available list of products. The provided interface displays product logos, their name and their short description.

    The system allows focusing on a specific group of products by clicking on a product category. Connect users can also find a required product by using the search box in the top-right corner of the screen.

    Furthermore, Resellers and Distributors can access the Product Information screen to review the selected product and enroll required agreements as described below.

    Product Details

    Click on your selected product from the Catalog module to access the Product Information screen.

    The Product Information screen includes uploaded images and videos describing your selected product. These files are specified within the Media product attributes on the Connect platform.

    Furthermore, the Product Information screen provides various insights and allows performing various operations within the following tabs:

    • Overview: This tab contains detailed product overview (such as category, description, media materials, etc.) and Vendor information.
    • Syndication Agreements: Access provided syndication agreements and enroll your syndication contract.
    • Direct Agreements: This tab displays available direct (referral) agreements and allows enrolling your referral program contract.
    • Resources: This section provides data sheets, sales guides, presentations and other provided product documentation.
    • Versions: Access product version information and product updates via this tab.

    In case a selected product features several localization options, it is possible to change displayed language by clicking on the corresponding language button from the top-right corner of the Product Information screen.

    Enrolling Contracts

    The Connect platform allows enrolling syndication and direct contracts via their corresponding Agreements tabs on the Product Details screen. Note that the system requires the Sourcing Distributor to create syndication or referral agreement that represent templates for corresponding contracts and attach one of these agreement to a service agreement. Therefore, invited Resellers or Distributors can enroll syndication or direct contracts by using a wizard that contains similar steps for both contract types.

    Click the Edit button from the Syndication Agreement or Direct Agreement tabs to launch the corresponding wizard.

    Follow the wizard steps to enroll your contract. Refer to the Referral Contracts documentation or access Syndication Contracts documentation for more detailed information on how to successfully enroll your contracts.

    Contract Auto-Accept

    Note that syndication contracts may be automatically activated in case the contract auto-accept option is enabled by the sourcing Distributor.

    Once the enrolled contract is successfully accepted, your selected product will include a special Ready for Sale icon. Therefore, this icon indicates that this product is successfully enlisted in your marketplace.

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