Previewing and downloading a PRICAT before sending

  • Updated

Before sending a PRICAT to a customer, you can download it as an XML file and check that everything looks right.

Finding the customer's PRICAT

  1. Go to Settings → Connectors.
  2. Find the B24 connector and click Edit.
  3. Scroll down to the customer connection list and find the customer you want to check.
  4. Click the pencil icon on the right of that customer's row.
  5. Scroll all the way down to the bottom of the page.

From here, you can either download the PRICAT to check it, or send it straight to the customer.

Downloading and checking the PRICAT

  1. Click Download. This opens a download panel in the bottom right corner.
  2. Wait for the status to change to Completed.
  3. Click Download to save the XML file.
  4. Open the XML file and check that everything is as expected.

Tip: Once you've confirmed the PRICAT looks right, you can send it to the customer from the same page. See Sending PRICATs to B24 for the full send workflow.

Related articles

Was this article helpful?

0 out of 0 found this helpful