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How do you create and manage a catalogue?

This article explains how to create and manage your catalogue. A default catalogue is already available for your organisation. Within a catalogue, you can manage the products that are available to your employees. You can either modify the existing catalogue or create a new one.

Note: Do you want to offer custom products to your employees? Contact your organisation's contact person. They can add the required custom products. Once these have been added, you can include them in the catalogue just like any other product.
Create a new catalogue?Click Create catalogue to set up a completely new catalogue for your employees.

Modify an existing catalogue? Click Edit catalogue to update an existing catalogue.

Ready to launch? Click Activate catalogue to make the catalogue available to your employees.

 

Instruction: Create a new catalogue

  1. Go to Products > Products catalogs.
  2. Click Create New Catalog.
  3. Enter a name for the catalogue.
  4. Add all products that you want to include in the catalogue.
  5. Click Save Changes.
    Note: The catalogue has now been created but is not yet active. The next instruction explains how to activate it.

 

Instruction: Edit a catalogue

  1. Go to Products > Products catalogs.
  2. Click Default.
  3. Rename the catalogue if required.
  4. Remove any products that you no longer want to include in the catalogue.
  5. Click Save Changes.
  6. The catalogue is now updated and available to your employees.

 

Instruction: Activate a catalogue

  1. Go to Settings > Active Catalogue.
  2. Under Display settings for, select the appropriate employer.
  3. Do you want a department to use a different catalogue?
    • Enable Allow override on lower levels.
  4. Under Active catalogue, select the catalogue that you want to activate.
  5. Click Save Changes.
  6. The selected catalogue is now active and visible to your employees.