Set up a product catalog

The product catalog is a separate folder tree in the Products section, as well as Invoices and Orders sections, that can be identified with the icon (Fig. 1).

Fig. 1 The product catalog

You can create the catalog structure based on categories, types, filter conditions, and other grouping criteria that you set for products. This enables you to classify and quickly search for the needed products.

The product catalog is available in the folder tree of the Products section. To open the product catalog, select Filters/folders → Show folders.

You can set up catalog levels by certain grouping criteria, for example, by category and type. To do this, use the Set up product catalog option in the actions menu of the Products section (Fig. 2).

Fig. 2 The setup page for the product catalog

To add a new catalog level:

1. Open the Products section.

2. In the Actions menu, select Set up product catalog.

3. On the product setup catalog page, click New.

4. On the page that opens, specify:

   1. Name – catalog level name that displays in the list of the catalog setup page.

   2. Product field – product page field, which is used for product categorization on this level of the catalog. For example, select the Category field so that the catalog folders on this level corre­spond to the product categories

   note

   The catalog structure only displays the levels (folders) that have available records in Creatio. For example, if the “Hardware” category contains no products, then the “Hardware” level will not be displayed in the catalog structure.

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See also

Add products

Manage prices

Search products in the catalog