How to add items to the Product Catalog
Updated over a week ago

Goal:

  • Create creating catalog items

  • adding items to the Product Catalogue with procurify

  • How do I add new items to the catalog?

  • Can I add new items to the product list?

You must be a Purchaser or have custom permission to access the Procure module to complete the following steps.

Adding a new Catalog Item

  1. Select Procureโ†’ Product Catalog on the left-hand navigation menu

    Product_Catalog.png
  2. Select the Create Catalog Item orange button on the top right-hand side of the screen

  3. Input the data for the Catalog Item. Fields with red asterisks are required.

  4. Select Save Catalog Item.

Adding a new Catalog Item when creating a Purchase Order

Note: These options are not available if your domain has Automatic Purchase Orders enabled.

You can easily turn requested items into a new Catalog Item on the Procurement Screen.

  1. Select the Procure on the left-hand navigation bar

  2. Select Procurement

  3. Select the checkbox next to the non-catalog items you want to add to the Product Catalog.

  4. Select Add to list

    • Select the [...] button across the item, and select + Add to Catalog. If you are unable to see the Add to Catalog option, use the scroll feature.

      image_2.png

Another option is to use the 3-dot options button

next to line items when you are on the Create Purchase Order screen.

Additional Information:

  • Once added, there will be a

    icon next to the item to signify that this item is part of the product catalog.

  • To add multiple items to the catalog, use the import tool.

  • There is no limit to the number of items that can be added to the catalog.

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