Catalogs Page

Owned by Elijah Thompson (Deactivated)
Last updated: Aug 08, 2023
5 min read

Catalogs are a way to add additional items to your BOM, such as hangers, tools, or extra fittings. The catalog page is accessible to users who have the service access level. For more information on catalogs, click here: Vimeo Video

 

There are two types of catalogs in Field Orderz.

  1. Catalogs created from .itm services- These can be used with the MAJ creation tools

  2. Catalogs created from .cvs files- These can be used to make standard Field Orderz reports

 

 

Importing a Catalog:

  1. Click the +

  2. Type in the catalog name

  3. Choose a catalog .csv file from your computer

  4. Click Upload

    •  

Once your catalog is imported, it will appear on your catalog list

Catalog Action Items:

Clicking the three dots will bring up the action menu for the catalog

  1. Configure: Will allow the user to edit the items inside of the catalog

  2. Export: Exports the catalog as a .csv and .xlsx for larger editing

    • If a user is adding more than a few items to a catalog, we recommend exporting the catalog and adding items through the .xlsx

  3. Rename: This allows the user to rename the catalog

  4. Duplicate: Creates a copy of the catalog

    • Ex. Tools (copy)

  5. Delete: Deletes the catalog

    • Catalogs are hard-deleted

Configuring a Catalog:

To configure a catalog, hit the three dots next to the catalog and click configure. This will show a complete list of all the items inside the catalog.

 

To Edit an existing item, click on the item icon. This will open the properties menu, where you can edit the item.

  1. Icon Image: The icon image can be changed or removed

  2. Name: The name of the item as it will appear in the app

  3. Manufacturer: Labels who the manufacturer of the catalog is

  4. Part Number: This can be the manufacturer number or an internal part number

  5. Length: Fixed or variable depending on if you want the length to be editable in the app

    1. Fixed: Length doesn’t change

      1. Ex. Ladder, Bolt, fitting

    2. Variable: The length can be set to something specific

      1. Ex. Threaded rod with 3’6” length

  6. Package QTY: How many individual items are shipped with this one item.

    1. Ex. 1 box of 100 bolts

  7. Sizes: What are the available sizes for this item broken up by commas? This can be any character and doesn’t need to be numbered.

    1. Ex. Jacket- S, M, L

    2. Ex. Ladder- 6 ft, 10ft, 20ft

    3. Ex. Threaded rod- 1/4”, 1/2”, 1”

  8. Tab: Where will this item show up on the cart page in the app

Users can click update and save changes to the catalog item when done.

Alternatively, they can delete the catalog item as a whole.

Adding a New Item to a Catalog on the Website:

To add a new item to a catalog on the website, click the + under the catalog name

  1. Icon Image: The icon image can be changed or removed

  2. Name: The name of the item as it will appear in the app

  3. Manufacturer: Labels who the manufacturer of the catalog is

  4. Part Number: This can be the manufacturer number or an internal part number

  5. Material: What material is the part

  6. Length: Fixed or variable depending on if you want the length to be editable in the app

    1. Fixed: Length doesn’t change

      1. Ex. Ladder, Bolt, fitting

    2. Variable: The length can be set to something specific

      1. Ex. Threaded rod with 3’6” length

  7. Standard: Whether or not the part is imperial or metric

  8. Units: The units for the part

  9. Package QTY: How many individual items are being shipped with this one item.

    1. Ex. 1 box of 100 bolts

  10. Sizes: What are the available sizes for this item broken up by commas? This can be any character and doesn’t need to be numbered.

    1. Ex. Jacket- S, M, L

    2. Ex. Ladder- 6 ft, 10ft, 20ft

    3. Ex. Threaded rod- 1/4”, 1/2”, 1”

  11. Tab: Where will this item show up on the cart page in the app

When finished, click update, which will add the items to the catalog.

Exporting a Catalog:

When in the action menu, you can export a catalog. This allows for much easier mass editing of the catalog.

Note: Open the .xslx file rather than the .csv to ensure formatting is correct

  1. Name: The name of the item as it will appear in the app

  2. Part Number: This can be the manufacturer number or an internal part number

  3. Package QTY: How many individual items are being shipped with this one item.

    1. Ex. 1 box of 100 bolts

  4. Icon Image: The icon image here is in base 64

    • We recommend filling out the info for the catalog in the .xlsx and then uploading the catalog and adding the image to the catalog on the website.

  5. Variable Length: If it is set to TRUE the length will be variable, FALSE will be set to fix

  6. Length is Metric: Leave as FALSE if you are working in imperial. If the part is in metric, set it to TRUE.

  7. Size Units: What is the unit for the size

  8. Sizes: What are the available sizes for this item broken up by commas? This can be any character and doesn’t need to be numbered.

    1. Ex. Jacket- S, M, L

    2. Ex. Ladder- 6 ft, 10ft, 20ft

    3. Ex. Threaded rod- 1/4”, 1/2”, 1”

  9. Tab: Where will this item show up on the cart page in the app

  10. Material: What material is the part

  11. Manufacturer: Labels who the manufacturer of the catalog is

  12. Size Range: What is the smallest and highest size for the part

 

Once the catalog edits have been made, save the catalog as a CSV (Comma delimited) (*.csv)

ID and Company ID can be ignored