How To Create Catalogs

Overview

My Catalogs and Company Catalogs are used to create or display shopping lists. My Catalogs are for your personal shopping lists and Company catalogs are used to create or display company-wide shopping lists for your entire company.

• Create a catalog
• View and Edit your catalogs
• Add items to a catalog

Create a Catalog

Click the "ADD CATALOG" button to create a new catalog.

In the pop up, provide a name and optionally a description. If you would like to add the catalog to an existing catalog, select one from the list. Not, the catalog will appear after the products in the parent catalog and the parent catalog must have at least one product. The child catalog will appear as a "Category" in the parent catalog (see the image below on the right).

To remove the relationship between a parent and child catalog, view the child catalog, click the actions button, select Edit and select --- as the parent.

View and Edit a Catalog

1. If you have a lot of catalogs you can use the search box to search for an exiting catalog
2. You can sort your catalogs by Last Updated, List Name A-Z, or List Name Z-A
3. Click the "VIEW" button to access the catalog

When view the catalog, you perform the following actions. More detail is provided for each action below.

1. Search for product in the catalog.
2. Open the "Add Items" form.
3. Reorder the items in the catalog.
4. Change the display between List, Grid, and Catalog views
5. Perform other actions

To Search the Catalog

Enter a product code or phase and click the "SEARCH" button.

To view all the items in the catalog again, delete the contents of the Search box and click the "SEARCH" button again.

Add Items to the Catalog

Click the "Add Items" (+) button to open the Add Items Form

1. Enter a product code or search term.
2. Select the item from the list.
3. Update the quantity.
4. Click the "ADD ITEM" button.

You can also add to a catalog when browsing and view the product catalog.

Change the Order

You can change the order of the items in the catalog by clicking the Reorder button. The display will change to add an Order by feature where you can either enter the order you want an item to appear or drag and drop the item.

Change the View

You can chose between one of three view options, List, Grid, and Catalog.

Other Actions

1. Add all to Cart
2. Edit
3. Print
4. Delete
5. Convert to Company Catalog
6. Share

Add all to Cart

Clicking the Add all to Cart menu item will add all the products from you catalog to the cart. Note, if there are already items in the cart, the Catalog items will be added to the cart in addition to the existing items.

Edit

Use the Edit menu to change the carts parent catalog and edit the name or description

Print

Use the Print menu to print QR or Bar Codes for you catalog or just print the page.

If printing QR or Barcodes, use the "Barcode Data" drop down to chose what data will be used for the QR or Barcode. This determines what data is provided when the code is scanned.

You will receive a message that the page has been queued to print. And the output will be emailed to you as an attachment.

Note that when printing Barcodes they will be printed in the Avery label 94224 format.

Delete

Use the Delete menu to delete your catalog. Please note that catalogs cannot be recovered once they have been deleted.

Convert to Company Catalog

If you have Company Administrator authority, you can copy you catalog to a company catalog of the same name.

Share

Use the Share menu to create a copy of your catalog to share with others via email.

Your recipient will receive an email with a link to the copied version.