Catalogs

Q1. How do I create catalogs?

• To create catalogs, go to Products > Catalogs > New Catalog

  • Fill in the details

  • Include items from your Items List or create new items by filling in the details

  • You can also select contact groups where you want your catalog to appear

  • If you change the original details from an Item, a reset function will appear for that field.

Q2. Does Catalogs support all transactions?

• Catalogs currently supports Sales Transactions:

  • Invoices

  • Customer Credits

  • Scheduled Invoices

  • Scheduled Subscription Invoices

Q3. How to use a catalog

• When creating or editing a transaction, click the drop down icon in the item/description field to view your catalogs.

• Choose a catalog and it applies to all the items contained in that catalog.

• The items that are applied can still be edited during creation or editing.

Q4. Can edit, delete, or hide a catalog?

• Yes. To manage your catalogs, go to Products > Catalogs

• You can do the following to manage your catalogs:

  • Edit

    • Edit details within a catalog

  • Delete

    • This will delete the catalog but will not affect transactions you used a catalog before

  • Make Inactive

    • This will hide the catalog during transaction creation

Q4. If I delete a catalog, will it also delete the items associated with the catalog?

• No. Individual items will not be affected and can still be accessible in Items List.

Q5. Why can’t I access Catalogs?

• Catalogs is only for organizations under Essentials or Growth Plan.