Creating versions of a sales catalog

You can create versions of sales catalogs. For example, before making any changes to a sales catalog description for an event, you might want to create a version. After the event is over, you can restore the created version.When you create a version, the version is based on the latest changes in the sales catalog. If you modify the sales catalog, the version remains unchanged.

Before you begin

Review the following page for a list of which parts of the sales catalog are saved when a version is created: Managing sales catalog versions.

Procedure

  1. Open the Catalogs tool.
  2. From the explorer filter, select Sales Catalog Categories.
  3. On the explorer tree, right-click the sales catalog you want to create a version for, then click Open. In the Versions tab, click the Create Version icon Create Version icon.
    Alternately, you can select the sales catalog you want to create versions for, then click Edit > Create Version
  4. In the Create Version window, enter the version name and description of the version; click Create.

What to do next

To view the list of versions available for the sales catalog, see Listing sales catalog versions.