OCI catalogue

Process flow

Backoffice configuration

• As a catalogue administrator (PS consultant / trained customer employee) you can add a new OCI catalogue from Backoffice->Costumizing->Settings and then by selecting the Procurement & Ordering Module from the drop down menu
• Select the OCI tab at the top and then click on “New”
• Select the desired Supplier
• Open the newly created row
• The Catalogue URL must be added for the entry to be accepted
• Fill in the Catalogue name
• The field “Tax default” should be filled in according to the Supplier, unless this is not added automatically
• To select the contract click on the folder with the plus sign. Tick the box next to the relevant contract in the newly opened windows.
• Starting Core 3.8 the Company logo can be uploaded. The recommended size is 150x120 and the recommended format is PNG. Supported formats are: "jpg", "png", "gif".
• Once you are done, click the "Save" button and then on "Back to Overview"

Login parameters

• In order to be able to be automatically logged in when accessing the External supplier's website, the Login parameters need to be defined.
• Click on the Line menu and select "Edit parameters"
• A Username and Password must be added, otherwise an error message will show up when accessing the catalogue.
• In the new page select “New parameter”. In the field “Parameter” enter the word “Username”, in the field “Value” the username you wish to enter. Select “New parameter” again, enter the word “Password” in the field “Parameter” and the wished password in the field “Value”. Click on “Save” before leaving the page.

Open an external catalogue from web shop

• First of all, for the OCI catalogue to be visible to users that don't have catalog administration roles assigned (Ex: Ordering Users, Ordering Purchaser, Goods Received User), a Business Unit must be first assigned to the already created catalogue that will match the User - Business Unit. This is done from Backoffice- Procurement&Ordering-Company Catalogue. In other words an user that is not a "CAT functional administrator" will see in the webshop only the catalogues that have Business Unit assigned that will match the user Business Units assignment.
• Provided the catalogue was properly set up in Backoffice, it will appear on a list with all available external catalogues under Catalogue System/Web Shop
• If a Logo is not available, the name of the External Supplier is displayed
• Clicking on a Supplier’s Logo/Name opens up the supplier shop ( URL setup in Backoffice)
• The website will automatically open up in a separate browser tab which will be the Active tab.

OCI is actually a 3'dth party web application that runs in a separate browser tab. On Internet Explorer the default settings might prevent the authentication in the 3'dth party webshop.

In order to open the OCI properly, the users need to make this changes to the Internet Explorer settings.

Internet Options -> Security -> Custom level -> Miscellaneous -> Access data sources across domains Enable Internet Options -> Privacy -> Advanced -> Third Party Cookies -> Accept. Check "Override automatic cookie handling", "Accept" (Third-party Cookies) and "Always allow session cookies

Adding Products to Shopping cart from external website

• Select the desired products and the quantity and Add them to the Cart
• Once you check-out, the external browser tab will close and the selected items will be added to your SynerTrade Shopping Cart
• The entire external shopping cart is added to the internal shopping cart
• The shopping cart of the CAT app opens showing all products’ fields as supported by the OCI 3.0 version (most notably these are: item ID, item description, quantity, vendor product number, price, price unit, currency, UOM, Tax)
• The Shopping Cart can support Internal Products and External ones at the same time. They are visibly marked differently.
• While in Shopping Cart, the quantity of the products cannot be modified anymore. The user will need to remove the product and add it again.
• Products can be deleted as well as opened in a larger detailed view.
• The external products / items in the shopping cart can be checked out and delivery, invoicing, accounting and contractual information be entered. They then run through the approval workflow.
• When the external products / items are ordered with the external catalogue supplier, an order notification is sent and status marked accordingly. You can click on "View my requests" as soon as the information is sent.
• Under Purchase Order you will be able to see the status of your Request as well as the Requestor and Approver.

Adding a logo to an OCI catalogue

The ability to add a Logo to an OCI Catalogue in Webshop is available starting Core 3.9.

• In order to do so go to Backoffice->Costumizing->Settings and then by selecting the Procurement & Ordering Module from the drop down menu:
• Select the "OCI catalogue" tab at the top
• Open the OCI you wish to add a Logo for.
• At the bottom click on the “Set document” icon
• You can then either provide the online link to the Logo or browse your computer and select a file.
• Click on Apply and then on Save
• The logo will become visible in Webshop.

Please note that if there are several OCI catalogues from the same Company, the logo will be updated for all of them.

From the same menu, the user has the possibility to remove the file.

The recommended resolution is of 150 X 120 pixels. The logo is formatted to the recommended size ensuring the aspect ratio is kept.

The recommended file extension is PNG, but the following are also supported: "jpg", "png", "gif"

• Customers using OCI Catalogue : Constantia, Scholz, Brugg