Setup A New Catalog

1. Click
   Menu
   then Catalogs.
2. Click Create
3. Enter the Name for the Catalog and if Active.

You can still edit a Catalog and Manage it even if not Active. However, users wouldn’t be able to create any orders against the Catalog if not active.

1. Click
   Menu
   then Catalogs
2. Click View next to the Catalog to manage Price Groups for.
3. Click Price Groups in the Action Bar.

1. Click Add
2. Enter the name of the new Price Group.
3. Click
4. Repeat 1-3 for any additional Price Groups.
5. Click Save

1. Click
   Menu
   then Catalogs
2. Click View on the Catalog Row to Add Categories to.
3. Click Categories

1. Click Add
2. Enter in the Category Name in the Text Input.
3. Click Save

You can have up to 4 levels of categories, including the top (root) level.

Setup Order columns to be organized in the way you prefer for your orders. This is what users will see when ordering on the Order Entry screen.

1. Click
   Menu
   then Catalogs
2. Click View on the Catalog Row to Add Categories to.
3. Click Order Row Config
4. Drag and drop the column options in the order you prefer.

Setup the Inventory columns to be organized the way you prefer for your business. This is what users will see on the Inventory screen.

1. Click
   Menu
   then Catalogs
2. Click View on the Catalog Row to Add Categories to.
3. Click Inventory Row Config
4. Drag and Drop the Columns in the Order you prefer.

From the Catalog Overview screen that you want to Create Catalog Items In:

1. Click Create
2. Enter in the details for Catalog Items.
3. Click Save

From the Catalog Overview screen that you want to Update Catalog Items In:

1. Click for the Catalog Item row you want to update.
2. Update the Catalog Item configuration in the sidebar.
3. Click Save

There is a two process workflow to bulk updating catalog items. As a pre-requisite, we HIGHLY suggest that you first setup at least one Price Group prior to performing a bulk operation on your Catalog Items.

Download Item Template CSV

1. Click
   Menu
   then Catalogs
2. Check the checkbox on the Catalog Row to download the Item Template CSV for.
3. Click Item Template

This will download a CSV file that you can then use to create or update catalog items in bulk with, as well as their assigned Category and Price Group Pricing.

Upload Item Template CSV

1. Click
   Menu
   then Catalogs
2. Click Upload Update
3. Select ‘Catalog Item Create/Update’ from the Type Select/Option dropdown.
4. Select or Drop the Item Template CSV file that you want to update the catalog with.
5. Click Upload

1. Click
   Menu
   then Catalogs
2. Check the checkbox next to the Catalog you want to import items into.
3. Click Pull Catalog Items

You will receive feedback as to how many items are being processed and the status of the processing as it happens.

If there are existing items, the items will update from QuickBooks Online data and will update the following properties:

Name, Active, Qty On Hand.

1. Click
   Menu
   then Integrations
2. Click Schedule Data Pull

After the Web Connector has run successfully.

1. Click
   Menu
   then Catalogs
2. Click the Catalog that you want to Sync the Items into.
3. Click Items Sync
4. There will be a progress indicator showing the catalog items as they’re syncing into the catalog.

1. Click
   Menu
   then Catalogs
2. Click the checkbox on the row for the Catalog you want to import into.
3. Click Pull Catalog Items inside of ‘WooCommerce’ in the Action Bar.