What Is a Custom Catalog?
A Custom Catalog is an online-only tool that gives you the ability to establish a catalog of preferred products. You can share these catalogs to ensure your employees always have the right products for your job site.
Can I have more than one Custom Catalog?
There is no limit to the number of Custom Catalogs you can create. Use a single online catalog or multiple, small catalogs to organize all of the products you purchase. Your catalogs can be tailored to align with your existing sales and installation procedures.
How is a Custom Catalog created?
Navigate to “My Account” and select “Custom Catalog Overview”. Follow the steps to name your catalog and add products. Once created, you must activate a Custom Catalog for it to be live on your account.
Note: Only account admins can create Custom Catalogs.
How do I activate a Custom Catalog?
To activate a Custom Catalog, the admin will need to navigate to the “Custom Catalog Products” page and select "Activate Custom Catalog". Once activated, the Custom Catalog badge and filtering options will go live on your account, and users will be able to access the catalog.
An inactive Custom Catalog is in a "draft" state and is not live for any user account yet.
How do I add or remove users from a Custom Catalog?
Navigate to the Dashboard page, and select the catalog to which you would like to add users. You’ll be linked to the “Custom Catalog Products” page. Click the “Manage Users” graphic, and follow the directions to add or remove users from your catalog.
Who can view a Custom Catalog?
A catalog can be viewed by the admin who created the catalog, as well as any users who have been added as members to the catalog.
How do I know which users are in my Custom Catalog?
View the members of each catalog on its specific “Custom Catalog Products” page. On this page, you will be able to tell how many users are associated with each catalog.
How do I search for a Custom Catalog?
You can search for a specific Custom Catalog by navigating to the “Custom Catalog Dashboard” page and entering a keyword in the name of the catalog you wish to view.
Can I turn-off my Custom Catalog once it has been activated?
No, it can only be deleted.
Can I buy things that are not in my Custom Catalog?
Yes, you can buy products outside of your Custom Catalog. At checkout, a warning message will be displayed for products in your cart that are not in the catalog that you are currently shopping from.
How do I know if a product is in my Custom Catalog?
Products in your Custom Catalog will display a "Custom Catalog" badge throughout the site. You can also search within each individual catalog by product ID or search term.
How do I add products to a Custom Catalog?
A product becomes visible in a catalog when you “add” its product ID (the internet number, store SKU or model number). To add a single product, you may find it easiest to click the “Add to Catalog” link on the product page. To add multiple products, you may find it easier to utilize any one of the three bulk methods: a downloadable template, copy and pasting the numbers or manually entering the product IDs.
Note: Only admins can add products to the Custom Catalog(s).
How do I remove products from a Custom Catalog?
Remove products from your catalog by clicking the mini-catalog on your dashboard. You will be taken to the “Custom Catalog Products” page for that catalog, where you can delete a single product or multiple products at once.
Note: Only admins can remove products from the Custom Catalog(s).
Can I shop from more than one Custom Catalog at a time?
You can only shop from your “Shopping” catalog. To change catalogs, select "Shop this Catalog" on another catalog within your “Custom Catalog Dashboard”.
Note: To change your default catalog, your shopping cart must be empty.
How many products can I add to my Custom Catalog?
There is no limit to how many products can be added to a Custom Catalog.
How do I delete a Custom Catalog?
Navigate to the “Custom Catalog Products” page of the catalog you wish to delete. Select the orange “Delete Custom Catalog” button. Deletion is permanent.
How do I rename a Custom Catalog?
An admin can rename a catalog from the Dashboard page. Select which catalog you would like to edit. You’ll be linked to the “Custom Catalog Products” page. Click the pencil icon by the name field to make changes.
Note: the name of a catalog must be unique.
How do I change a Custom Catalog description?
Members of a catalog may define a description. The description is meant to show details that will help users recognize the catalog or understand it. Other members will not see your description.
A user may enter a description or change a description by clicking into the description field on the “Custom Catalog Products” page. Users can also change the descriptions by clicking the “Activities” menu button, notated with the three dots at the top right of each catalog, on the “Custom Catalog Dashboard” page.