Before you begin

This section covers how to access your tailored catalogue(s).

Tailored catalogues cannot be created using a mobile phone

Tailored catalogues are built by adding specific, products and categories to a bespoke catalogue.

A maximum of five tailored catalogues can be created and users assigned to each one.

To be able to set up a tailored catalogue you must be logged in, and have one of these user roles:

• Trust Admin

• Catalogue Manager

Once logged in, you can click on your name near the top left-hand corner of the screen to see profile information, check your system role and any financial limits.

Select 'Admin' to go to the Tailored Catalogues screen.

1. Click your name at the top left-hand corner of the page.

2. Select 'Admin' to go to the 'Tailored Catalogues' screen.

Creating Your tailored catalogue

From here, you can create tailored catalogues.

On the 'Admin' page you can see how many tailored catalogues have already been created.

Click the green 'Create new catalogue' button to set up a new tailored catalogue.

You’ll then be taken to the 'Create tailored catalogue' screen.

3. You can see how many tailored catalogues have been created.

4. Click the green 'Create new catalogue' button to create a new tailored catalogue.

Naming your catalogue

There are three steps to create your tailored catalogue. The first is to add details.

Enter a catalogue name (minimum of 2 and maximum of 70 characters including spaces). Only alphanumeric characters, hyphens, underscores, round brackets, and full stops are allowed.

Adding a catalogue description is optional.

The 'Continue to Add products' button will be greyed out until the 'Catalogue name' is completed, then it will turn green.

Click the 'Continue to Add products' green button to proceed to the 'Add products' screen.

Selecting products to add to your tailored catalogue

The second step for your tailored catalogue is to add products. This section outlines how to add complete categories or individual products.

Search for products by NPC, GTIN, name (input full NPC and GTIN codes).

You can also filter products using the filter options.

Products will be listed in eClass order. Select the arrow next to the eClass category to expand it and view the subcategories and the individual products that sit within them.

When you get down to the third level in the category, you can either add all the products within that level or just choose individual products. To add all the products within the category tick the box next to the category name.

To only add certain products, tick the box against each individual product. You cannot select the whole category and then remove singular products from it.

You can upload a maximum of 10,000 products at a time. The total number of products selected is shown above the list of eClass categories.

Click the green 'Add selected products and continue' button to proceed.

Confirming products to add to your tailored catalogue

The final steps for creating your tailored catalogue are confirming your selected products and proceeding to upload.

After clicking the 'Add selected products button and continue', a pop-up message will appear asking if you’re sure you wish to continue.

• select the green 'Yes, add the selected products and continue' button if you’re happy to proceed

• alternatively select the grey 'Continue to edit' button to make any changes to your selected products

Once you’ve clicked the green button to add the products, it can take up to two hours to complete the upload.

While the upload is in progress:

• you’ll be unable to view the new catalogue or add / remove products

• the button to create a new tailored catalogue will be grey

If the upload has not finished, you will see this pop-up notice if you try to add or remove products.