Catalog Items Management – Adding Items to a Catalog

Once a catalog has been created, items can be added to define which products are available within that catalog and how they are priced.

Accessing Catalog Items

To add items to a catalog:

1. Navigate to Item in the top navigation bar
2. Select Catalogs from the dropdown menu
3. On the Catalog Management screen, locate the desired catalog
4. Click the Items button next to the catalog

You will be directed to the Catalog Items Management screen for the selected catalog.

Adding a New Catalog Item

To add an item to the catalog:

1. Click + New CatalogItem
2. In the Item field, begin typing or select the required item from the dropdown list
3. The system will display matching items, including item ID and description
4. Select the appropriate item

Select New Catalog Items

Select Items and Pricebook

Assigning a Price Book

1. In the Price Book field, select the applicable price book
2. The price book determines the pricing that will be applied to the item within this catalog

Saving the Catalog Item

1. Click Save Catalog Item to add the item to the catalog
2. Click Cancel to discard changes

Once saved, the item will appear in the catalog items list.

Managing Catalog Items

From the Catalog Items Management screen, you can:

• View all items assigned to the catalog
• Search and filter items using the column filters
• Remove items from the catalog using the Delete button
• Export the list of catalog items if required

Notes

• Only items that exist in the Items module can be added to a catalog
• Each catalog item must be associated with a price book
• The same item can exist in multiple catalogs with different pricing structures

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