Corporate Catalog - Basics

1. Access the Corporate Catalog or My Catalog from the Left Menu.
2. The Corporate Catalog is only accessible to Users who have Corporate level access.
   
3. When you first open the corporate catalog it is showing you only products that exist in your corporate catalog, and you can use the Filters to narrow your results.
   
1. However, if you use the Search bar, and enter a SKU or Keyword, it will also show relevant products in any Partner Catalogs you have activated.
   
2. Your products will always be listed first, or at the top of the list.
   
3. Products from partner vendor catalogs will show a big blue button that says 'Add to My Catalog', click the button to Add.
   
4. Users must also have the User Permission 'Edit Corporate Products' selected to be able to Edit products in the corporate catalog.

Search and Filter for Products

1. Use any of the Filters at the top of the page and select what you want to see from the drop down list(s), then click the Filter Results button.
   
2. If you want to Search for a specific SKU (item# or manufacturer sku) or a keyword, just type them into the Search Bar and click Filter Results.
   
3. You can use the Search Bar and the Filters together to find what you are looking for.
   
4. Again, products that are already in your Catalog will be listed first, from the top down.

Add 'New' Products

Importing Product Lists

1. Contact us here at Clixon to help with this process.
   

Add from Partner Catalogs

1. While searching in your Corporate Catalog look for the Add to My Catalog button, click it to easily Add products from one of our Partner Vendor Catalogs.
   

+ Create New - Products

1. Start by clicking the + Create New button on the right of the page.
   
2. Our guided creation process will first ask you to choose the Vendor from a list, or you can click the Add New Vendor link if the one you need is not found in the list.
   
3. Next enter the Vendor SKU (item/product #) in the field indicated field.
   
1. As you type or past the SKU into the field, the system will be looking for possible matches already in the system.
   
2. These products will display below if any are found to be a close or exact match.
   
3. Review the list and choose the match if you see it.
   
4. If you do not see the product you needed in the list, look or scroll down and click on the Create New button.
   
5. This will open the Create a New Product page where you will enter as much information about the products as you can.
   
6. The Vendor and Vendor SKU fields should already be populated with the information you already entered.
   
7. Be sure to enter the Name of the product and to choose a Category and Sub-Category as these are Required fields.
   
8. It is highly recommended to enter as much additional information as you can, especially the Price, Sub-Category, Manufacturer information and an Image Address from the Vendors website.
   
9. If you use locations or export to accounting application, be sure to review and populate these fields if needed.
   
10. When done click the green Save button at the top of the page to Create your new Product.
    

Remember:  The Allocation Defaults, set on each Category, will auto populate the Allocation fields when you create the product.

Products that are created at the Company (office) level, will automatically be added to your Corporate Catalog.  This links the products and allows you to make changes in the future to the Corporate product which will flow down to the same product(s) at each office or company within your group.

Editing Products

Edit Products Individually

1. Click on the product to display a 'right panel' which shows additional information.
   
2. Then click on the 'right panel' to open the Product Profile page.
   
3. Now you can edit any field on this page and click the Save button to complete an update.
   

Mass Update Products

1. Check the Box(s) down the left side of the product list to select all of the product you wish to update.
   
1. Tick the very top Box to select all of the products on that page.
   
2. Once you check at least one Box, the Batch Option menu will appear at the top of the product list.
   
3. Select the Batch Options menu and then choose Mass Update Products.
   

1. You can choose between the Profile or Allocations tabs.
   
2. Each tab, or page, has its own list of Fields that you can edit/update for the Selected Products.
   
3. The Products you will be Updating will be listed on the right side of the page, along with any that will not be updated.....
   
1. These would be any Partner Catalog products you may have selected from the previous page.....
   
2. Since they are not actually in your Corporate Catalog you cannot edit them.
   
4. Once you make your selections from the Fields on either or both pages, click the Apply Changes button to Update all Products.

All product changes should flow down to the same product(s) at the company (office) levels, as long as the fields matched before you updated them on the Corp. product.