Creating Your Own Catalog Item

Creating your own catalog item is great if you want to stop adding a temporary item to orders all the time.

The things that you will need to know before creating a new catalog item are:

Do you need to create a new supplier?
What is the sales category for the item going to be?
Do you already have a markup scheme for this item?
How do you want to price the item?
- Are colors different prices?
- Are sizes different prices?
- Will there be quantity breaks?
Does the catalog already exist that you want to put the item in?

In order to create your own catalog item you need to first create your supplier, catalog and item category. Read this entire article to see how it is done.

Create A Supplier

Now that you have an idea of how you want to create the item let’s start at the beginning by creating the Supplier of the item, if it does not already exist.

Click on the “Main Menu” then select “Suppliers“:

On the Suppliers page

Click “+New Supplier” and enter the required information:

If you want to add more specifics go to the optional menu and fill in the relevant fields. When you are done click “Save“.

Create A Catalog

Go to the “Main Menu” then select “Pricing & Product Settings” and click on “My Catalogs“:

Click on “+ New Catalog“:

Enter a user friendly description of the catalog.
Select the default item tax for this catalog.
Choose the supplier of these catalog items.
Select a sales category.
Enter at least one category for this catalog. When adding categories, hit enter or click the ‘+’ after each entry.
Hit save when you’re done.

Only check "Enter Own Retail Prices" if you dont want to use a markup.
Only check "Use End Column Price" if you have a case price setup and want to use it.

Own Product

Go to the “Main Menu” then select “Pricing & Product Settings” and click on “Own Products“:

Click on “+ New Product“:

On the “Required” tab you must complete the following:

Select the catalog that will contain this product.
Enter a style code for the product.
Give a user friendly description of the product.
Type product colors and click the ‘+’ or hit enter for each one you type.
Type product sizes and click the ‘+’ or hit enter for each one you type.
Select which product category or categories this product fits into. (The categories available are dependent on the Catalog selected.)

On the “General” tab you can:

Select the default item tax for this product.
Change the supplier of the product.
Select a sale category. (The catalog sales category will be used by default.)
Enter the product weight.
Change the unit of measurement used for product weight.

Finally, on the “Upload Image” tab, upload the image of your product then click on “Save“:

Note: If you have multiple products with the Same Style Code on an Order only the Image of the FIRST product added will show

Now we need to do the pricing for the item.

Click on the “3 Dot” menu and then select “Edit Cost“:

Select colors and sizes and put them into groups based on how they are priced.

Select the size and colors you wish to add to the group.
Then click on “New Group“.
Enter the Min quantity and amount. (The first rows min quantity must always be 0.) Then click add row. Repeat for as many quantity breaks you need.
Once you have created all your cost groups, click Save.