Create a catalog
Create Custom Catalog opens a four-step wizard. Nothing is saved until the last step, so leaving early creates nothing.
Who uses it
- Supplier staff with full access to catalogs.
How it works
| Step | What you do |
|---|---|
| 1. Enter Name | Give the catalog a name. Optionally switch on Copy from another Catalog? and choose the Default Catalog or another catalog to start from |
| 2. Products | Select products from the All Products panel and Assign them. Search by name or ID, filter by category |
| 3. Price Adjustment | Set each product's price. See Price adjustments |
| 4. Customers | Choose who sees the catalog. Optional |
Press Save & Create on the last step. The same screen has Show available stock to customers in the mobile app, which lets those customers see how many are in stock.
- Copying from the Default Catalog adds every product at its own price. Copying from another catalog copies its products and adjustments.
- Assigning customers moves anyone already in another catalog. A confirmation, "You're about to reassign these customers to this catalog", lists them first.
- A catalog can be created with no customers and assigned later.
Where it shows up
The new catalog on the Catalogs page, and in the assigned customers' product lists.
Permissions
Catalogs: full access.
FAQ
I closed the wizard halfway. Is the catalog half made? No. Nothing is saved until Save & Create.
A customer I want is not in the list. Only customers connected to your business can be assigned. See Customers.