Create Catalog

How to use the Create Catalog feature from within the stock database. This feature can also be accessed from quotes

 

STEP 1

From the main menu, click 'Stock Database.'

STEP 2

Click 'Report/Export'

STEP 3

In this example, we build a catalog based on categories. Click the check box the include filter by category.

STEP 4

Select the categories you wish to appear in the catalog and use the arrow to move them to the right

STEP 5

Go back to the 'Controls Tab' and click the check to include all types of product - You can exclude product types here if you want.

STEP 6

Click 'Create Catalog'

STEP 7

Review the list of products, then select the export button.

STEP 8

Click to start the catalog creation.

STEP 9

Select a catalog format

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STEP 10

Select the type of background you want

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STEP 11

Browse to the generated Create catalog file.

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STEP 12

This will be found in the export folder of your local PromoServe system. Open the Create Catalog folder.

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STEP 13

Browse to the zip folder contained within it.

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STEP 14

Fill out the rest of the catalog details.

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STEP 15

Click 'Submit' to generate your catalog.

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