To create a Catalogue, navigate to Menu > Catalogues > New which will open the “Upload Catalogue” page. 

The user will firstly need to enter a “Catalogue Name" and then browse and upload a spreadsheet file. The User can download a template (if they don't have one already) and fill in the form with the desired information

Once filled in, the User then needs to upload the file using the <Choose file> button. When the template is uploaded, click <Upload Catalogue Spreadsheet> to continue.

Here, the User will be able to browse for the file and upload it choose the file and whether there are any new images required. Finally click <Submit Catalogue Upload> to upload the Catalogue

Note: If the User has an earlier version of Excel, they can download the Excel 97 version of the template by clicking the "Excel 97 version" button.

When uploading items to a Catalogue that are actually changes that need to be from a specific date, please ensure to fill in the Effective From Date column on the spreadsheet before uploading.

Next, the User needs to upload the image zip file. The Image Names used on the template need the corresponding images uploading to the system and this is done by zipping up the images and uploading them. Select the zip file using the <Browse...> button and proceed by using the <Upload Images Zip File>.

If the template does not include any Image Name and there are no images to upload, clicking "No Images" will progress to the next step and will bypass the image upload.

Note: If there was a mistake or something missing from the template that is being uploaded, the User can click the <Change> button to change the template and re-upload it.

The last step is the Submission stage. All that is required here is for the User to confirm that everything is correct. If there are any changes required then the User can click the desired "Change" button and make any changes needed. When ready and everything is in correctly, click <Submit Catalogue Upload> to submit the Catalogue.

Note: At any point during the Catalogue creation, clicking the <Return to catalogue list> button to cancel the Catalogue creation.

Note: If the items being uploaded use the same Codes as existing items in the Catalogue that is being updated, an email will be returned stating that the upload did complete. This also happens now if the User did not provide images for their items among other scenarios. Examples below of email messages:

All the uploaded items are missing images. You must supply an image for every item you upload

All the uploaded items are duplicates. This can happen if you download an existing catalogue and upload it as a new one, or if you submit a new catalogue twice and the first submission has yet to be approved

After the Catalogue is created, it then goes through the approval process. It needs to be approved before any changes are seen.

Permissions: Can Create Catalogues