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Catalogues

In this guide you'll learn how to create and manage catalogues.

Overview

The catalogues feature allows you to manage additional catalogues of products or services within the same supplier area. Once a catalogue has been created (with a name & identifier) then prices for products and services can be created specifically for that catalogue identifier. Note that prices do not need to have a catalogue identifier, and in most cases this will the be the best option.

Creating a Catalogue

  1. From the Settings area, navigate to the Catalogues page to view any existing catalogues.

  2. Click the + New Catalogue button.

  3. Enter a name for the catalogue, a description, and a unique identifier - which will be used to refer to the catalogue when creating prices.

  4. Click the Save button to complete creation.

Managing Catalogues

To edit or delete a catalogue, click the ... for the appropriate row, and select the desired option.

Adding Prices to a Catalogue

See here for how to add a price to a catalogue.