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Navigate the product catalogue

Goal

To navigate the product catalogue in the Sales Portal of Propeller Commerce and view customer-specific pricing and assortment aligned to the webshop, ensuring higher sales productivity.


Step 1: Access the Sales Portal

  1. From the backoffice menu select Sales.
  2. The Sales Portal is divided into five sections: Companies, Requests, Quotes, Orders, and Product Catalogue.
  3. Select Product Catalogue.

Navigate the product catalogue


Step 2: Adjust the Default View

  1. By default you see all products and prices for the Anonymous user.
  2. Use the drop-down menus to select the Company and Contact whose products and prices you need to view.

Navigate the product catalogue

  1. Select any previously created filters to narrow down your results.

Navigate the product catalogue

  1. Use the Search bar at the top to find specific products.

Navigate the product catalogue


Step 3: View Product Details

  1. Click a product to open a detailed view where all product information is shown.

Navigate the product catalogue

  1. Explore any option within the product view for additional details.

Understanding the Product Catalogue

Product Grid View

The product catalogue displays products in a grid format showing:

  • Product images: Visual representation of each product
  • Product name: Full product title
  • SKU: Stock keeping unit for identification
  • OEM: Original equipment manufacturer code
  • Supplier code: Supplier's product code
  • Package description: How the product is packaged (e.g., "unit", "BOOK of 1 PIECE")
  • Pricing:
    • List price
    • Customer specific price (when company/contact is selected)
  • Stock information: Current stock level
  • Min order Qty: Minimum order quantity
  • Qty steps: Order quantity increments

Company and Contact Selection

The catalogue adapts based on your selection:

  • Company dropdown: Shows available companies (e.g., "Kieku Oy (Finland)")
  • Contact dropdown: Shows contacts within the selected company
  • Price display: Updates to show company-specific pricing when a company is selected

Product Detail Page

When viewing a specific product, you'll find:

  • Back to product catalogue: Return to the grid view
  • Product information bar: Shows supplier (e.g., "Homebrand | Intern") and SKU

Product Tabs

  • Description: Product information and details
  • Specification: Technical specifications
  • Downloads: Available product documents (may show "The product has no documents attached")
  • Videos: Product-related videos

Cross-sell Sections

Expandable sections for related products:

  • Bundles: Product bundles that include this item
  • Accessories: Compatible accessories
  • Alternatives: Alternative product options
  • Options: Product variations
  • Parts: Related parts or components
  • Related: Other related products

Pricing Information

The product detail page displays comprehensive pricing data:

  • List price: Standard retail price
  • Cost price: Internal cost of the product
  • Customer specific price: Negotiated price for the selected company/contact
  • Margin: Profit margin (calculated from cost and selling price)
  • Package pricing: Shows price per package unit (e.g., "/ BOOK of 1 PIECE")

Bulk Pricing

When available, bulk pricing tiers are displayed:

  • Bulk prices button: Click to view quantity-based pricing tiers
  • Bulk quantity from: Starting quantity for each price tier
  • Bulk unit price: Price per unit at each quantity level
  • Shows bulk pricing in a table format with quantity thresholds and corresponding prices

Tips for Efficient Navigation

Using Filters

  • Multiple filter categories are available on the left sidebar
  • Filters can be combined to narrow down results
  • Selected filters appear as tags that can be removed individually

Company Context

  • Always verify you have the correct company selected before viewing prices
  • Customer-specific pricing only appears when a company is selected
  • The selected company context carries through to quotes and orders

Pricing Analysis

  • Review the margin information to understand profitability
  • Check bulk pricing tiers for volume discount opportunities
  • Compare list price to customer specific price to see negotiated discounts

Best Practices

  • Start with Company Selection: Always select the appropriate company first to see accurate pricing and assortment
  • Use Multiple Filters: Combine filters to quickly find specific product groups
  • Check Stock Levels: Review stock information before creating quotes or orders
  • Review Pricing: Verify both list and customer-specific prices are displaying correctly
  • Analyze Margins: Check cost price and margin information to ensure profitability
  • Consider Bulk Pricing: Review bulk price breaks when quoting larger quantities
  • Explore Related Products: Use the cross- and upsell sections to find complementary items
  • Note Minimum Quantities: Pay attention to minimum order quantities and quantity steps when adding to quotes/orders