Use Save to Catalog to review a quote product against your catalog before applying changes. Step 1 compares current catalog values with the proposed quote-product values, lists changing fields, and identifies any existing catalog product that will be overwritten.
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Open the relevant category’s “Quotes” tab and choose the quote.
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Select the quote products you want to save, then choose Save to Catalog in the action bar.
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Choose “Save to Catalog.” In Step 1 of 2, compare the existing catalog values with the values from the quote product and review the listed field changes and overwrite warning.
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Review the Item# match and overwrite warning carefully before continuing. Confirm that the proposed catalog values are the values you want to keep.
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When you are ready to continue from the comparison, choose “Next” to proceed to “Save to Catalog: Step 2 of 2.” The production source shows that Next advances to the tag-selection step and stages the selected product updates; it does not itself write the catalog.
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In Step 2, review or add tags, then choose Save to submit the catalog update. Use Back to review the comparison again, or close the drawer to discard the preview.
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Do not treat the catalog update as complete until the final save succeeds. Save to Catalog is disabled for shared users.
This feature can also be utilized in the Project's (RFQ's) and Orders section.
