Introduction to Catalog Management

Learn how to create, update and assign Catalogs to Purchasers.

Jump to:

• What is a Catalog?
• Viewing Your Catalogs
  • Column Header Definitions
• Creating New Catalogs
  
  • Create New Catalogs via CSV Upload
• Updating a Catalog
• Assigning Catalogs to Purchasers
  • Removing Catalogs from Purchasers
• View all of a Catalog's Assigned Purchasers

What is a Catalog?

A Catalog is a collection of Products, with a Price, that Suppliers make available to Purchasers by 'assigning' the Catalog to them. The Products in these Catalogs are then available the assigned Purchasers for inclusion in their Requisitions and Purchase Orders.

Catalogs can be 'Supplier-managed', meaning Purchasers cannot edit these Catalogs. Catalogs can also be Purchaser-managed, which means that a user at a Purchasing Organisation has created the Catalog, populated it with Products and Prices, and assigned it to one of their Suppliers. Suppliers cannot edit Purchaser-managed Catalogs.

This article focuses on the former: Supplier-managed Catalogs.

Viewing Your Catalogs

You can view the Catalogs that are owned and managed by your Organisation by clicking [Catalogs] → [View All] in the Side Navigation bar.

You can then click on the Catalog name to view a single Catalog in more detail:

Column Header Definitions

When viewing a Catalog, clicking [Manage Columns] allows you to show or hide various columns in the table below:

• Image: The image belonging to this Product in PurchasePlus, or the Supplier's image if an image has been added by a Supplier.
• Item: The brand, item name, item size and sell pack of this Product. Learn how to Create New Products as a Suppliers here.
• P+ code: The unique code that is used to identify the product in the PurchasePlus system.
• Supplier Code: The code that the Supplier uses to identify this product. This is usually an internally-recognisable code, managed by the Supplier and their system(s).
• Owner: Indicates if the Product is owned and managed by your Supplier Organisation or a Master Product owned and managed by PurchasePlus. Learn more about Product Ownership.
• Category: The Category and Sub-Category that has been assigned to the Product. This field can only be edited if your Supplier Organisation owns this product. If it is a Marketboomer-owned product, please reach out to our Catalog team for assistance.
• Tax: The Tax Percentage that is assigned to this item, in this Catalog. The Tax Percentage will be added to the tax-exclusive Unit Price. You can edit this field at any time.
• Unit Price: The tax exclusive Unit Price assigned to this Item in this Catalog. Again, you can edit this field at any time.
• Matched: Indicates if the item is a P+ Master Product, or if it has been matched to a Master Product.
• More Menu: Displays additional actions you can take the the Product(s) in the Catalog

 

Creating New Catalogs

You can Create a New Catalog by clicking either:

• [New Catalog] in the Side Navigation Bar, or
• [Create New Catalog] in the top-right hand side of the View All Catalogs page:

First, you will be prompted to give the new Catalog a name, before clicking [Create Catalog].

We recommend being as detailed as possible, as you may end up with a number of different Catalogs to distinguish between. We recommend a naming convention as follows:[Supplier Name - Customer Name - Catalog]

For example: 'Zeus Wholesale - Accor QLD - Catalog'.

After you've clicked [Create Catalog], you will arrive at the empty Catalog page. Click the [Add a Product] button to begin populating your Catalog:

You can quickly browse your Products in the resulting window and click [Add Item] after specifying a Tax % and Unit Price.

You can also use the [Advanced Search] for more search options, or you can [Create a New Product] if required.

Create New Catalogs via CSV Upload

We have an entire team dedicated to helping Suppliers with Catalog Management.

If you would like to create a New Catalog by CSV upload, please feel welcome to begin using the New Product Template, and then get in touch with our Supplier Relations team and we would be delighted to assist in creating your Catalogs.

We can be reached at prices@marketboomer.com.

Updating a Catalog

If you need to update an existing Catalog, you can:

• Update pricing and tax values one-by-one on the [Products] tab, overwriting the values in the Tax % and Unit Price columns. Please note that we strongly recommend updating Catalogs by Importing a CSV for multiple Product price updates.

• Remove a Product from a Catalog using the [More] Menu. We recommend exercising caution here, and again following the updating Catalogs by Importing a CSV process and selecting [Replace Entire Catalog] during the Import.

• Change the name of the Catalog in the [Settings] tab, by overwriting the Catalog Name field:

• Delete a Catalog from the [More] menu on the [View All Catalogs] page:

Please note, Deleting a Catalog is permanent, and the action cannot be reversed (even by our Supplier Relations Team). Before Deleting a Catalog, we recommend first Exporting the Catalog (see Steps 3 and 4 in this article for more details), and storing the Export file for future reference.  

Assigning Catalogs to Purchasers

Catalogs must be assigned to a Purchaser, so that Purchaser can view your Products and add the Products to their Buy Lists and Requisitions.

To assign a Catalog to a Purchaser, first check that the Purchaser connection is Enabled in your account. Click on [Purchasers] → [My Purchasers] → [Enabled]:

Type in the name of your Purchaser in the search bar at the top of the table.

If you have previously connected with the Purchaser (and they have also enabled the connection from their side), they will appear in the list of results as Enabled. Should a Purchaser ask you for assistance with this connection, please direct them to our Customer Support Team, available at help@marketboomer.com.  

Click on the Purchaser's name to visit their profile:

Then, click on the [Catalogs] tab. You can browse and search the existing list of Catalogs you have already assigned to this specific Purchaser:

To assign a new Catalog to the Purchaser, click [Add Catalog]:

A new pop-over window with display the available Catalogs that you can add to the Purchaser (i.e. assign), as well as those that have already been added:

Browse or search for the Catalog that you want to add to the Purchaser, then click [Add Catalog]:

Removing Catalogs from Purchasers

You can Remove a Catalog from a Purchaser by navigating to [Purchaser Profile] → [Catalogs] and then clicking [Remove Catalog] in the [More] menu.

View all of a Catalog's Assigned Purchasers

You can view all of the Purchasers to whom a certain Catalog is assigned by navigating to the [Catalogs] → [View All] page, and then selecting a Catalog:

Then, click on the [Purchasers] tab. All of the listed Purchasers have been assigned this Catalog.

From this screen, you can also Add a New Purchaser to a Catalog by using the [New Purchaser] button, and Remove a Purchaser from the Catalog by clicking [Remove Purchaser] in the [More] menu: