Create Catalog Item

There are two ways you can create catalog item in bulk:

Option 1: Create Catalog Item Directly
Option 2: Create Catalog Item Using Template


Option 1: Create Catalog Item Directly

Step 1: From the catalog item list, click 'Create Catalog Item'.

Step 2: Click 'Add Item'.


Step 3: Provide details for catalog item.

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Required fields:

Catalog Name
Catalog Issued Date
Vendor Name
Vendor Internal ID
Valid From
Valid Through
Part No.
Serialized Asset
Currency


Step 3: Click 'Submit'.


Once the catalog item is successfully created, a green banner will appear at the top of the catalog item list.



Option 2: Create Catalog Item Using Excel Template

Step 1: From the catalog item list, click 'Create Catalog Item'.


Step 2: Click 'Download Template'.


Step 3: Enter catalog items details in the Excel template that was downloaded on your computer.


Step 4: Click on 'Upload Template'.


Step 5: Select the Excel template from your computer.


Step 6: Click β€˜Submit'.


Once catalog items are created successfully, a green banner will appear at the top of the page table.