Goal:
- 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 have access to the Procure module will be able 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
You can also easily create a new Catalog Item from requested items on the Procurement Screen. The following list two processes for adding a Catalog Item at the Procurement Stage.
- 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.
- 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.
This menu is also available in 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.