Administering Your Supercat Platform

Admin Console setup, user management, and platform configuration.

Managing Rep-Created Customers (Local Customers) In eCat, a rep-created customer on an iPad is called a local customer. Whenever a rep places an order for a local customer, that order includes a LocalCustomerCode (UUID) — a un…
Updating Account Email Have you begun using a new email address and want to change the email associated with your eCat account? No problem! Below you will find instructions on how to initiate that cha…
eCat Notices Notices allow you to deliver timely messages to your eCat users. For instance, if you have a promotion, you might draw attention to it with a simple message. Or, if you want to…
Required Order Header Fields Most built-in order header fields can be required for submission, and all custom order header fields can be required.
eCat Settings Learn how to set price levels, hide prices, sort the catalog, and more!
Delegated Enrollment The 'Delegated Enrollment' feature enables admins to assign eCat Online enrollment applications to other people in the company for approval or rejection. This helps decentralize…
Creating Delegates for Enrollment Users granted permission to participate in the Enrollment Approval process are called Delegates. Based on their Username setup, Delegates will be able to Approve or Reject Appli…
eCat Online Quick Enrollment Authorized eCat Sales Portal users can 'quick-enroll' eCat Online users associated with their own customers, bypassing the standard enrollment approval process. The new users ar…
Enabling Prospective Customers to Order in eOL eCat Online is set up so only users associated with approved customer accounts can see the shopping cart and place online orders. You may want to enable eCat Online users associ…
Setting up Reps of Record As an optional feature, SuperCat can automatically email notifications to sales reps every time a customer signs into or places an order in eCat Online.
Sales Territory File The territory file is used to associate labels with territory/salesperson codes in the eCat Online sales portal for easier identification. These labels are primarily used for re…
Sales Information Access Sales teams use the eCat Online portal to view summary sales numbers by customer, invoice and order details, including a dashboard with summary sales numbers and 'top seller' an…
Settings Users can control Settings in eCat to customize the sales experience. Set Price Levels, configure data on display, or include prior Order info to create a unique sales presentat…
eCat Online 'Quick Enrollment' Authorized eCat Sales Portal users can bypass the standard enrollment approval process and 'quick-enroll' eCat Online users associated with their own customers. The new users ar…
Defining PDF Presentation Formats eCat admins can define PDF presentation formats, choosing how they are laid out and the information they contain. eCat users can select from the pre-defined formats on their iPa…
Publishing eCat Online There are two options for presenting eCat Online to your customers: 1. Link directly to eCat Online, or 2. set up a CNAME DNS record.
eCat Online URL Some organizations prefer to show their own domain name in eCat Online instead of the standard 'supercatsolutions.com/... URL's. Multiple techniques for doing this are outlined…
User Enrollment If your company uses the eCat Online shopping cart or sales portal SuperCat Solutions provides a set of tools that enable users to apply for site access.
Import Logo Button Image The Logo Button is used by multi-company eCat users to select which eCat they would like to open and use. After a user signs in to eCat, this button will display for each compan…
Import Document Logo The Document Logo is used by eCat to display and print your company logo and name on light colored backgrounds. The button should display your company name and represent your br…
Import Branding Image The Brand Image functions like a catalog cover in eCat on the iPad. It displays over the thumbnail view area when eCat is first opened. The brand image can also be used display…
Import Navigation Panel Logo The Navigation Panel Logo displays on the navigation panel at the bottom left of eCat's 'home' page. The purpose is to show your company's name and logo in eCat.
Company settings Use this page to manage eCat settings for your organization.
User Groups User Groups are used to simplify user management by maintaining permissions for each type of user on the group, instead of in each individual user account. First create user gro…
Managing eCat Users User Group associates the user with a set of permissions common to a specific type of user. Use the drop-down to select the appropriate group for the new user.
Order Email Template When users finalize orders on their iPads, eCat automatically generates an email to send to the customer, rep, and your order desk. A PDF version of the order is attached to the…
Custom Order Header Fields In addition to the base set of order header fields, you can define up to 10 custom header fields to have users fill out when finalizing orders.
Resource Library (Admin) eCat's resource library provides a central location for maintaining your company's sales literature, newsletters, forms, price lists, links to videos, and other materials. These…
Product Email HTML Template Users can email product photos and information from the eCat iPad app and eCat Online web catalogs. The format and content of product emails can be customized to meet your compa…