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  1. Catalog Items
  • October 03, 2023 21:18
  • Updated

How to add items to the Product Catalog

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 Procure→ 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:

  • What is the Product Catalog?
  • 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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