How to set up and manage catalogs in ProcureDesk
11 articles
How to create an Internal Catalog via CSV?To create internal catalogs in ProcureDesk to streamline your purchasing process.Please follw these steps.
How to delete a Punchout Catalog?
How to download an existing catalog to CSVThis guide covers how to download an existing catalog from ProcureDesk as a CSV file for data review, analysis, or offline use.
How to Deactivate an Internal Catalog?How to manage the activity status of catalogs in ProcureDesk, including deactivating catalogs that are no longer in use.
How to create an item in an existing catalog?This guide explains how to add items to an existing catalog in ProcureDesk, either through spreadsheet import or directly via the UI.
How to Import Catalog from ERP?This guide explains importing a catalog/item master from your ERP system into ProcureDesk.
How to set up ASN for Amazon Orders?Already set up the Amazon Punchout to place orders? You can also set up ASN so Amazon can post the shipping updates directly to ProcureDesk.
User Group access to show/hide PunchoutsYou will learn how to check and assign punchout access based on user groups.
How do I update an existing item while creating an Order?
How to add an item to the existing catalog while creating an Order?Need help keeping the internal catalog updated? Grant user access to add items while creating orders.
How to Enable and Create Kits?