Catalogs & pricing
A catalog decides which products a customer sees and what each one costs them. Every supplier has a Default Catalog with every product at its own price. A supplier who wants some customers to see different products or prices builds a custom catalog and assigns those customers to it.
Who uses it
- Supplier staff create catalogs, set prices and assign customers.
- Restaurants only see the result: the products and prices of the catalog they are assigned to.
How catalogs work at a glance
| Catalog | Products | Price | Customers |
|---|---|---|---|
| Default Catalog | All products | The product's own price (the base price) | Every customer not in a custom catalog |
| Custom catalog | The ones the supplier chooses | Base price changed by a markup, discount or fixed price | Only the customers assigned to it |
A customer belongs to at most one custom catalog. Customers in a custom catalog do not see the Default Catalog.
In this section
| Page | What it covers |
|---|---|
| Default & custom catalogs | The Catalogs page and what each kind of catalog is |
| Create a catalog | The four-step wizard |
| Price adjustments | Markup, discount and fixed price, with the arithmetic |
| Assigning customers | Moving customers between catalogs |
| Edit & delete a catalog | Changing a catalog, and what deleting one does |
Where it shows up
- Supplier app: Catalogs, a customer's detail page, the catalog picker on New order and Order detail.
- Restaurant app: the supplier's product list and cart.
- Documents: the price on an invoice line.
Permissions
| Action | Needs |
|---|---|
| Open Catalogs and view a catalog | Catalogs: read access |
| Create, edit, assign, delete | Catalogs: full access |
Decisions
- A catalog stores an adjustment, not a price. When a product's base price changes, every catalog's price for it is worked out again. See Add & edit a product.
- A final price is never negative. A discount larger than the price gives $0.00.
- A customer is in one custom catalog at a time. Assigning them to another moves them, after confirmation.
Known limitations
- A customer's order history page may not yet reflect the catalog used on current orders. See Orders.
FAQ
A customer sees fewer products than I expected. They are in a custom catalog, which lists only the products you added to it. Add the products, or remove the customer from the catalog to put them back on the Default Catalog.
The price on an order differs from the catalog. The line was priced by hand, or the cart was saved before the catalog changed. See Pricing & promotions.