Converting to and Setting up Catalogs - MKB 0108

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    Whether you're switching from a different display type, or setting up your website for the first time - this article is for you. This article will demonstrate how to start using Catalogs to give your users a clean, organized way to navigate Order Forms.

     

    There are 4 different ways to display Order Forms to your users:

    Links
    Pull-Down Menu
    Table
    Catalog (recommended)

     

    Links - Displays Order Forms vertically with no icons.

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    Pull-Down Menu - Displays Order Forms in a Single pull down menu at the top of the screen with no icons.

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    Table - Displays Order Forms with an icon. NOTE: you will not be able to group or categorize Order Forms together using this display.

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    Catalog - Our recommended display. This display allows grouping and categorization of your Order Forms along with an icon.

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    To change the display type, log into your MyOrderDesk website and navigate to Site Settings > Options > Send Files and Orders.

    You’ll see the 4 different display types listed. This is a global setting that will apply to all users. DO NOT MAKE THIS CHANGE YET. 

     

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    If you'll be using Table or Catalog display, you'll need to add an icon to each of your Order Forms

    How to Add an Icon to an Order Form.

     

    Step 1.) Open the Order Form in Edit mode and click the Icon button.

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    Step 2.) Select an Image from the MyOrderDesk Stock images or choose a custom one from your File Library. You can view all available icons by Navigating to the File Library and clicking on the OrderFormIcons folder.

     

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    Be sure to do this for all of your Orders Forms so you can properly preview the Catalog display.

     

    If you're going to use the Table display, then you are all done, and can make the global change we talked about above in the Options section. If you're going to be using Catalogs, keep reading.

     

    Creating a Catalog

    Step 1.) Navigate to Catalogs in the Administration Menu.

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    Step 2.)You’ll arrive at the Catalog page where a list of your all catalogs will be shown. There is one catalog which cannot be copied or deleted. This is your main “Order” page. If you haven't enabled the Catalog display, you can click on the magnifying glass to see a preview (See screenshot below).

     

    Step 2a.) To create a Catalog, type in a name and click create. If you'll be setting up Catalogs for multiple groups of users, we recommend including the business name of the user as seen below.

     

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    Step 3.) Check the Enabled box.

     

    Step 3a.) Catalogs can be "nested" in other catalogs. Meaning, you can categorize and organize your user's Order Forms easily. In the image above you'll notice that "ABC schools Report Cards" is a sub-Catalog of "ABC Schools". To place a catalog inside of another catalog, use the "Parent Catalog" pulldown menu (see image below).

     

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    Step 4.) Mouse over the image bar and add an image for your Catalog.

     

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    In the next area supplies you with a direct link to the Catalog. You can give this link to your user which will bring them directly to this catalog.

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    Step 5.) Scroll to the bottom and expand the options for the "Catalog Forms" area. Select an Order Form and then use the pull down menu to set it to "on" which will force that Order Form(s) to display under this Catalog.

     

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    Setting Up Custom Layouts

    There are many options when deciding on how to layout your Order Forms and Catalogs. We've created some default, recommend settings that you can customize to your liking. 

     

    Step1.) In the Administration Menu, Navigate to Catalogs > Settings

    Step1a.) We recommend naming your first layout something such as "Default Layout". Type that in and click on "New Layout". This will use our recommended Catalog settings. As you begin creating more Catalogs, you can use the arrow next to the "New Layout" button to use some of our other recommended Layouts.

     

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    In the catalog layout section, you can set whether or not you see the Name and/or Image of the catalog once that catalog is selected.

    If you have sub-catalogs you can control where those catalogs appear when accessing the parent catalog. By default it is set to intermix with Order Forms. Use the options here to change the location of the sub catalogs.

     

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    To enhance the catalog experience you may want to enable the side bar section. This is useful if you've got many sub catalogs and Order Forms.  If you’d like to display a random items in the side bar area (which is useful for publicly available storefront websites) you can choose which catalogs to select the item from using the Feature Image pull down. See images below.

     

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    The Item Layout area is where you can change the size of the Icons for this layout.  If you are new to catalogs, and plan on changing the icon size, we suggest turning on both border styles for the Item and the Icon. That way, you'll be able to see how the 2 dimensions correlate.

     

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    Once all Catalogs are customized to your liking, you will need to set them to "ON" for the groups that should have access to them.  Navigate to Users and Groups, select the group that should have access to the Catalog(s), expand the Catalogs settings and set the desired catalogs to "ON".

     

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    If you have not enabled Catalogs in your site settings yet you will need to do that for the final step.

    Using your Administration Menu Navigate to Site Settings > Options > Send Files & Orders > Catalogs

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     If you have any questions please open a support ticket or call us at 866-770-7567.

     

    Have a great day!

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