The Product Catalog section displays a list of the products retrieved from your invoices from the last 15 months. It shows line-item data such as distributor name, product description, general ledger codes (GL code), etc. Choose to see a certain number of products using the Rows per Page dropdown below the grid.
The catalog can help you stay on top of the products you sell on its own or with a back-office integration your company may have (such as Compeat, Restaurant365, etc.).
💡 See the Integrations section and send Client Support a request to discuss your needs. Refer to the following article for more information: Back Office Integration.
Some examples of how the catalog can be used include:
- Finding the vendor or distributor that delivers a product or product category.
- Mapping products received to your back-office system for margin analysis using the Retailer Line-Item Number or General Ledger Code (GL code) columns.
- Classifying dollars spent on product categories.
- Bulk editing products and creating custom product categories to better match your internal accounting process.
- Adding in your price book’s IDs to the Retailer Line-Item Number.
- Downloading the catalog as a CSV file.
Basic Searching and Filtering
View products for all of your locations, or choose to only see a specific location using the location drop-down:
The search and filter options will help find specific product records based on Product Description, GL Code, Category, and more:
To save the selections as the default view, toggle Save as default filter, then click Apply. To clear the selections, click Reset:
The Vendor Name column contains a hyperlink that can be clicked on to view the vendor's profile. To return to Product Catalog, click the back button in your browser.
For detailed instructions on using more grid controls, see Grid Navigation.
Editing Products
Editing products individually or in bulk is possible within Product Catalog. You can edit a product's Category, Retailer Line-Item Number, and/or General Ledger Code (GL code). Individual edits appear immediately in the catalog, search filters, and product counts, while bulk edits will reflect the following day. Please note that bulk edits in mobile view are not possible at this time.
💡 To add, customize, and keep track of product categories and their GL codes, go to Product Catalog > Catalog Settings. Click here for more information: How can I better organize my products using Product Categories?
⚠️ Vendor Item Numbers, or Product Codes, can be edited under Manage Invoices. Read more here: How can I use Product Codes to organize my products?
⚠️ If an item's product code is missing, the Retailer Item Number will be used as a replacement.
To edit a single product:
- Click the pencil icon
on the far right, then make your changes. - Click Save to update the product or Cancel to stop editing.
To see more options under Search Results when editing the Category and/or GL Code, enter the new product information into either field, then click Create New. This information will then be available to choose from the next time you edit these fields:
To bulk edit:
- Check the boxes next to each of the products you want to change.
- Use the bottom toolbar that appears to view the count of selected products and to make changes.
- Click Update once you have finished editing.
Downloading the Catalog
You can download your entire product catalog or just the filtered view on the screen. To download the entire catalog, select Download All under More Actions.
To download the screen, select Download Current View. This will export the products from your screen. For example, if you filter by Beer in the portal, your CSV will only show the products classified within the Beer category.
