A catalog of goods and services is a list of goods and services that the company procures regularly The catalog is necessary for:



The catalog purpose

A customer uses the Catalog to:

1.png

2.png


The catalog workspace

3.png

To open the workspace, select the Catalog section in the main menu on the left side of the screen.

<aside> ❗ Attention! If the Catalog module is not displayed in the menu bar on the left-hand side:

  1. The Enterprise plan is not activated.
  2. The plan is activated, but your role as a system user does not allow you to work with the catalog (contact your company administrator).

</aside>

This section contains information on all items in your company's catalog.

4.png

5.png

By clicking ⚙️, you can customize the fields (using checkboxes) to be displayed on the home page.

6.png

7.png

In order to make finding the necessary position in the list easier - use the filter.