Catalog Permissions, Client Control, and Enhanced Rich Text
Release notes
Release notes
v0.3.6 Catalog Permissions, Client Control, and Enhanced Rich Text
Added: Ability to assign catalog items to specific clients
Added: Clients can create catalog items for supplier reuse
Improved: Hidden-by-default behavior for unassigned/unpublished catalog items
Added: Client contact person now visible in orders table
Added: Rich text formatting support in quote item remarks
Catalog Permissions, Client Control, and Enhanced Rich Text
Secure & Targeted Catalog Item Assignment
Suppliers can now create catalog items assigned to specific clients. These items are fully visible and usable in quotes by the selected clients only, with no visibility for others unless explicitly made public.
Client-Driven Catalog Contributions
Clients can now create catalog items that are shared with their suppliers. These items can then be reused across multiple quotes, making the process faster and more consistent.
Show Client Contact Person in Quotes List
The quotes table now includes the client contact person field, helping suppliers quickly identify the main point of contact for each order.
Enhanced Quote Item Remarks with Rich Text
You can now format quote item remarks with bold, italic, and other rich text elements. These remarks will persist throughout the quote lifecycle, improving clarity and communication.
Why It Matters
Control
- Supplier Perspective: Limit catalog visibility, assign specific items
- Client Perspective: View only what’s meant for your organization
Efficiency
- Supplier Perspective: Reuse client-suggested parts, streamline quoting process
- Client Perspective: Quickly create and reuse standard items
Clarity
- Supplier Perspective: Identify the right contact per order, use rich descriptions
- Client Perspective: Read quotes with clear, formatted notes