CATALOGS

Catalog – a container for your products arranged by certain criteria, i.e. it is a set of data at a given time compiled to be transferred via certain channels. Catalog's content may be modified whenever needed within the TreoPIM system.

Catalogs, as well as channels, form the basis of the multichannel publication of your products data. They allow you to manage your range of products and carry out your multichannel strategy in the most flexible manner.

With the help of catalogs you can create as many versions of your products as you need, preserving the ability to modify your data within your company exclusively and not worrying about possible changes made by your suppliers during the data transfer.

The catalog structure can be different for each user, based on their needs. For instance, catalogs can be used to segment your range of products for further export of the product data to certain channels, as well as to store historical information about your products (e.g. "Winter jackets 2019" and "Winter jackets 2020").

The multi-catalog function is beneficial both for manufacturers, wholesalers, and retailers due to its ability to meet all their specific needs and requirements. For instance, manufacturers can easily enlarge/shorten their range of products on the basis of their already existing catalog(s). At the same time, wholesalers or retailers get a powerful tool to organize and systematize all the product information collected from different sources into one proper master catalog (and then create as many versions of it as needed) in a very flexible manner. There is no need to spend much time on creating a brand new catalog from scratch – just edit what you already have with the help of the TreoPim multi-catalog feature!

Catalog Fields

The catalog entity comes with the following preconfigured fields; mandatory are marked with *:

Field Name Description
Active Activity state of the catalog record
Name (multi-lang) * Catalog name
Category * Category name this catalog must be assigned to
Description (multi-lang) Description of the catalog usage

If you want to make changes to the catalog entity (e.g. add new fields, or modify catalog views), please contact your administrator.

Creating

To create a new catalog record, click Catalogs in the navigation menu to get to the catalogs list view, and then click the Create Catalog button. The common creation window will open:

Catalog creation

Here enter the desired name for the catalog record being created and activate it, if needed. Its code is automatically generated based on the entered name, but you can change it via the keyboard. The catalog description is an optional field and can be left empty.

Please, consider giving your catalog record a clear name that will help you quickly identify its destination and target audience.

Click the Save button to finish the catalog creation or Cancel to abort the process.

If the catalog code is not unique, the error message will appear notifying you about it.

The new record will be added to the catalogs list. You can configure it right away on the detail view page that opens or return to it later.

Alternatively, use the quick create button on any TreoPIM page and fill in the required fields in the catalog creation pop-up that appears:

Creation pop-up

Listing

To open the list of catalog records available in the system, click the Catalogs option in the navigation menu:

Catalogs list view

By default, the following fields are displayed on the list view page for catalog records:

  • Name
  • Code
  • Categories
  • Active

To change the catalog records order in the list, click any sortable column title; this will sort the column either ascending or descending.

Catalog records can be searched and filtered according to your needs. For details on the search and filtering options, refer to the Search and Filtering article in this user guide.

To view some catalog record details, click the name field value of the corresponding record in the list of catalogs; the detail view page will open showing the catalog records and the records of the related entities. Alternatively, use the View option from the single record actions menu to open the quick detail pop-up.

Mass Actions

The following mass actions are available for catalog records on the list view page:

  • Remove
  • Merge
  • Mass update
  • Export
  • Add relation
  • Remove relation

Catalogs mass actions

For details on these actions, refer to the Mass Actions section of the Views and Panels article in this user guide.

Single Record Actions

The following single record actions are available for catalog records on the list view page:

  • View
  • Edit
  • Remove

Catalogs single record actions

For details on these actions, please, refer to the Single Record Actions section of the Views and Panels article in this user guide..

Editing

To edit the catalog, click the Edit button on the detail view page of the currently open catalog record; the following editing window will open:

Catalog Editing

Here edit the desired fields and click the Save button to apply your changes.

Besides, you can make changes in the catalog record via in-line editing on its detail view page.

You can also manage categories and products related to the catalog. The details are given later in this article.

Alternatively, make changes to the desired catalog record in the quick edit pop-up that appears when you select the Edit option from the single record actions menu on the catalogs list view page:

Editing popup

Removing

To remove the catalog record, use the Remove option from the actions menu on its detail view page

Remove1

or from the single record actions menu on the catalogs list view page:

Remove2

When you are trying to remove a catalog that contains products in it, the following confirmation message appears:

Confirmation

Click the Remove button to complete the operation or Cancel to abort it.

Duplicating

Use the Duplicate option from the actions menu to go to the catalog creation page and get all the values of the last chosen catalog record copied in the empty fields of the new catalog record to be created. Modifying the catalog code is required, as this value has to be unique.

As a result, the catalog is 100% duplicated together with all its products.

Working With Entities Related to Catalogs

Relations to categories and products are available for all catalog records by default. The related entities records are displayed on the corresponding panels on the catalog detail view page. If any panel is missing, please, contact your administrator as to your access rights configuration.

To be able to relate more entities to the catalog, please, contact your administrator.

Categories

Categories that are linked to the catalog record are shown on the CATEGORIES panel within the catalog detail view page and include the following table columns:

  • Name
  • Code
  • Category tree
  • Active

Categories panel

On this panel, you can link categories to the given catalog record by selecting the existing ones or creating new category records.

To create new category records, click the + button located in the upper right corner of the CATEGORIES panel and enter the necessary data in the category creation pop-up that appears:

Creating categories

Click the Save button to complete the category record creation process or Cancel to abort it.

To assign an existing category (or several categories) to the catalog record, use the Select option from the actions menu of the CATEGORIES panel:

Adding categories

In the "Categories" pop-up that appears, choose the desired category (or categories) from the list and press the Select button to link the item(s) to the catalog record.

Please, note that only root categories should be linked to catalogs, which means that all catalog products may have only those categories that are related to the selected category tree(s).

Categories linked to the given catalog record can be viewed, edited, unlinked, or removed via the corresponding options from the single record actions menu on the CATEGORIES panel:

Categories actions

Products

Products that are linked to the catalog record are displayed on its detail view page on the PRODUCTS panel and include the following table columns:

  • Name
  • SKU
  • Type
  • Active

Catalog products

To see all products linked to the given catalog record, use the Show full list option:

Show full option

Then the "Products" page opens, where all product records filtered by the given catalog are displayed:

Products full list

To view the catalog related product, click its name in the products list. The detail view page of the given product will open, where you can perform further actions according to your access rights, configured by the administrator.