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
Select Procure→ Product Catalog on the left-hand navigation menu
Select the Create Catalog Item orange button on the top right-hand side of the screen
Input the data for the Catalog Item. Fields with red asterisks are required.
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.
Select the Procure on the left-hand navigation bar
Select Procurement
Select the checkbox next to the non-catalog items you want to add to the Product Catalog.
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.
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.