Catalogs

Everything in your business starts with the catalog. Learning how the catalog features come together will help you create the right setup for your business. From Price Groups and Categories to Bulk Updates, learn how the different concepts can apply to your business.

Pro-Tip: You can re-use bulk imports on other Catalogs to perform the same operations. There may be the need however to adjust the Catalog Name column (if present), as well as remove any GUIDs (if present). Reach out to support for clarification.

Price Groups

Most businesses have multiple price groups in a single catalog. These price groups will help you allow different customers to place orders with your company, and have access to their own specific pricing. These prices can be further customized depending on your business needs from Customer Discounts to Category Price Group Based Discounts to even Customer Price Group Specific Discounts.

Manage Price Groups

Add Price Groups

Categories

Being able to organize your catalog items into categories (and sub-categories) allows anyone placing orders to quickly discover products through the category tree. It also allows you to setup Category Discounts or Category Price Group Discounts. It’s just another way to stay organized.

Manage Categories

Add Categories

Order Row Config

Each Catalog has the ability to manage the column configuration for the rows for any Orders for that particular Catalog. This means that you can configure the Orders to show Price / Unit or List Price / Cost Price. As well as include additional columns of details, if applicable to your business.

Manage Order Row Config

Inventory Row Config

The Inventory screen for a given Catalog also can have its own unique column structure applicable to the Catalog. Much like the Order Row Config, you can drag and drop as well as re-arrange the Columns for the Inventory screen.

Manage Inventory Row Config