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Multimedia
nameCustomCatalogue-ManuallyAddProducts.swf

 

If there are a large number of products to be added to a catalogue, it may be more efficient to perform an import.  Product imports can be done either category by category, or imported to the entire catalogue in bulk.  Both methods are detailed below. 

Step-by-step guide

To Add Products to a Custom Catalogue Category:

  1. Login as an Administrator.
  2. Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
  3. Search for the Catalogue by Code or Description.
  4. Select the Catalogue record via radio button.
  5. Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
  6. Click on the Category to which products will be added.
  7. Click the 'Products' tab.
  8. Click the 'Import products...' button.
  9. Select an Import Method from the drop-down list:
    1. Append to list - items in the csv file will be added to any existing products in the category.
    2. Overwrite list - items in the csv file will overwrite any existing products in the category.
  10. Click 'Choose File' to browse to the saved .csv file containing products, or Download Product Import Template.  (WHY HEADER WHEN OTHER INSTRUCTIONS SAY NONE REQ'D?)

 

To Add Products to a Custom Catalogue in bulk:

  1. Login as an Administrator.
  2. Navigate to 'Custom Catalogues' (CatalogueMaintenance.aspx).
  3. Search for the Catalogue by Code or Description.
  4. Select the Catalogue record via radio button.
  5. Click 'Configure Catalogue'. The advanced catalogue maintenance screen will load.
  6. Click the 'Import...' button (near the 'Save' button and 'Help' link).
  7. Select an Import Method from the drop-down list:
    1. Append to list - items in the csv file will be added to any existing products in the catalogue.
    2. Overwrite list - items in the csv file will overwrite any existing products in the catalogue.
  8. Click 'Choose File' to browse to the saved .csv file containing products, or click Download Product Import Template. 

 

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