Setup A New Catalog

Last Updated August 11, 2020

Setting up a new catalog isn’t necessarily a difficult task, but it does require some work. Follow these steps to be sure you’ve at least setup a new catalog correctly.

Initial Requirements

  1. Click
    Menu
    then Catalogs.
  2. Click
  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.

Manage Price Groups
  1. Click
    Menu
    then Catalogs
  2. Click View next to the Catalog to manage Price Groups for.
  3. Click in the Action Bar.
Add Price Groups
  1. Click
  2. Enter the name of the new Price Group.
  3. Click
  4. Repeat 1-3 for any additional Price Groups.
  5. Click
Manage Categories
  1. Click
    Menu
    then Catalogs
  2. Click View on the Catalog Row to Add Categories to.
  3. Click

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

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
  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
  4. Drag and Drop the Columns in the Order you prefer.

Catalog Items

Once the initial requirements are completed, your Catalog is ready for Catalog Items. There are a number of ways you can get your Catalog Items into Orderwerks. Some Integrations allow pulling in Catalog Items automatically.

Creating Items

Create Catalog Items

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

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

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

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

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
  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

Importing Items

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

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
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
  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 inside of ‘WooCommerce’ in the Action Bar.