How to add items to the Product Catalog

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 

   

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.

     

Another option is to use the 3-dot options button next to line items when you are on the Create Purchase Order screen.