Prerequisites
Necessary permissions to access, create Catalogs, and download the template.
Step-by-Step Instructions
Step 1: Accessing Catalogs
Go to Catalogs:
Navigate to the Catalogs section in the left menu of ProcureDesk.Create a New Catalog:
Click on the "New Catalog" button.Download the Sample CSV File:
Download the sample CSV file provided.
Step 2: Preparing the CSV File
Open the CSV File:
Open the downloaded CSV file in your preferred CSV editor.Fill in the Required Details:
Enter the necessary information in the CSV file as described below:Item Number: Internal number for the item.
Item Name: Short name for the item (e.g., Laptop 15 Inch).
Item Description: Detailed description of the item.
Supplier Name: Name of the supplier.
Preferred: Yes or No (if only one supplier per item, always Yes).
Supplier Item No: Supplier's part number.
Mfr Name: Manufacturer's name (optional).
Mfr Part: Manufacturer's part number (optional).
List Price: Unit price.
UOM: Unit of measure (default to EA if unknown).
Default Accounting: Default chart of accounts (optional).
Lead Time (Days): Vendor's lead time.
Minimum Order Quantity: Vendor's minimum order quantity.
Item Type: Inventory or Non-Inventory.
Item Category: Relevant category.
Class: Default class per line item (if using QuickBooks).
UNSPSC ID: UNSPSC code (optional).
Preferred Item: Yes.
Image URL: URL of the product image.
Markup Percentage: Leave blank.
Item Status: Yes.
Save the CSV File:
Save the file in CSV format without changing its format.
Step 3: Uploading the Catalog
Go to the Catalog Page:
Navigate back to the Catalogs section in ProcureDesk.Fill in Catalog Details:
Enter the Name and Description for your new catalog.Upload the CSV File:
Click on the "Upload Document" button and select your saved CSV file.Save the Catalog:
Click on "Upload Catalog" to save your catalog and start using it.
FAQs and Troubleshooting
What if I encounter an error while uploading the CSV file?
Ensure all required fields are filled and the file is saved in the correct CSV format. If issues persist, contact ProcureDesk.
Can I update the catalog after uploading it?
Yes, you can edit the catalog details or re-upload the CSV file with updated information.
How do I set an item as non-preferred?
Change the "Preferred" field value to "No" in the CSV file before uploading.
How do I delete a catalog?
Go to the Catalogs section, select the catalog you want to delete, and click on the delete (trashcan icon) option.