Internal catalogs can be created in ProcureDesk, to make your purchasing process faster.

Follow the below-mentioned steps to create one:

Go to Catalogs

Click on New Catalog

Download the sample csv file.

Here is how the files look like:

Fill in the required details on the csv file and save it. While saving, do not change the file format and keep it in csv format.

Here is a brief description of each field:

Item Number: An item number is an internal number you assign to an item. This could be a sequential number or a combination that helps you identify the item.

Item Name: A short name for the item. For example, Laptop 15 Inch

Item Description: A long description of the item. For example, "Newest Lenovo Ideapad 15.6 HD Flagship High-Performance Laptop PC | Intel Core i3-6100U | 6GB DDR4 | 1TB HDD | WIFI | Bluetooth | Webcam | Stereo speakers | HDMI | Windows 10 (Black)"

Supplier Name: Name of the supplier

Preferred: An identified whether the supplier is a preferred supplier. The value is "Yes" or "No". In case you only have one supplier item per supplier then this field would always be "Yes".

Supplier Item No: If the vendor has provided a supplier part number, enter it here.

Mfr Name: Name of the manufacturer, If not available, you can leave it blank

Mfr Part: Part number provided by the manufacturer, If not available, you can leave it blank

List Price: Unit price for the item.

UOM: Unit of measure for the item, If you don't know the UOM, use the default value of EA.

Default Accounting: When a user picks up the item from the catalog, ProcureDesk can default the chart of accounts in the purchase order. This field is optional.

Lead time (Days): If the vendor has provided a lead time, add it here.

Minimum Order Quantity: In case the vendor expects the order to have a minimum order quantity.

Item Type: If you maintain inventory for these items and using ProcureDesk Inventory functionality then mark that as "Inventory" otherwise mark this as "Non-Inventory"

Item category: If you are using categories in ProcureDesk, pick up a relevant category for this item.

Class: If you are using classes from QuickBooks, you can use this field to default the class per line item.

UNSPSC ID: If you want to store the UNSPSC code for this item, you can maintain it here.

Preferred Item: The value should be "Yes"

Image URL: You can enter the URL of the product image here.

Markup percentage: Leave this field blank

Item Status: The value should be "Yes"

Once saved, proceed to the catalog page, fill in the required details like the Name, and Description and upload the file by clicking on the Upload Document button.

Once the file is uploaded, click on Upload Catalog to Save and start using the catalog.