In this guide, we show how to add a Catalogue to a Supplier within the Finance Module. We also show the required Catalogue File Format.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to add a Catalogue are found in the Finance Module section Config > Setup > Roles & Permissions.
Pre-requisites: Supplier record required.
Related Guides:
To begin, go to Modules > Finance > Finance Home Page > Accounts Payable > Suppliers.
From the Supplier Home Page, highlight the Supplier the Catalogue is being added to, and click View/Edit.
Within the Supplier record scroll down to the Product Catalogue panel.
Tick Catalogue in Use.
Click Save.
Click Import Catalogue.
Select your Catalogue file from your file location and click Open.
You will receive this notification:
The import may take some time depending on the file size.
Catalogue File Format
Note: To successfully add a Catalogue, the file format must be .csv and contain the fields depicted in the example below.
For example, this is a screenshot of the file uploaded earlier in this guide:
Product Groups
To use Product Groups, the additional column Product Groups, although not essential for a successful upload, can be included in the file. Any Product Groups contained within the file must be set up in the Finance Module.
To add a Product Group go to Module > Finance > Product Groups.
Click New.
Complete the fields and click Save.
