End User Portal - Creating a Catalog

With the end user portal you can provide the options for your clients to order products.

Catalogs allow you to specify what products and commitment periods they have access to order.

You can pick from some default templates or create your own catalogs to apply to each client.

You can create a restricted catalog with only specific products and billing/commitment types to provide to your clients.

This guide shows you how you can set up and assign catalogs to your end user clients.

Requirements

• You must have access as the CSP to the end user portal
• You must have the permission for being CSP Admin to access catalog management

1. Log into the end user portal with your email address - https://portal.s365l.com
2. Click on the Admin button
3. Under the partner administration header click on Manage Catalogs
   1. This will show you any current catalogs you have
4. Click create catalog to create a new one
5. Enter in a name and description for the catalog
6. Scroll down and click on "Add Products" to start selecting the products you would like in the catalog
7. Here you can search for product names and filter to certain billing cycles and term durations.
8. Select the products you would like to add to the catalog. You can also use the select all button to add everything that is showing from your filters.
   1. You can see in the products if they are a P1M, P1Y with monthly billing or P1Y with yearly billing. 
9. Click on Add Products to add the selected products to the catalog
10. Close the add products window and click Create Catalog to create the catalog
11. The catalog will now be created and available to assign to your clients.

See how to Assign a catalog here