The Holded catalogue is a feature that allows you to create and manage a catalogue of products or services. You can add products or services to your catalogue, assign prices, images and descriptions to them, and keep track of your inventory.
Some of the things you can do with the Holded catalogue are:
Manage orders: your customers can buy your products through the catalogue as if it were an online shop, adding the products to the cart and creating the order. You will be able to approve it, assign a warehouse, choose the delivery company, etc.
Organise and activate your products: create categories and organise your products, deciding at any given moment which ones are available, or which ones you want to show to your customer according to your sales strategy.
Assign rates per customer: create multiple rates for your items according to the customer, and easily assign them in their profile. Activate the catalogue only to the customers of your choice, and share access to the catalogue individually or massively.
Give access to your customers: choose who can buy from your online catalogue. Your customers will be able to set a login password to ensure secure access.
There is no limitation on the number of products you can add to your online catalogue.
Manage the catalogue
1. Activate the Catalogue gem
Go to Menu > Holded Store in the top right hand corner
Go to the "Gems" section, and click on "Catalogue".
Click on "Start 14-day trial" or "Activate full version".
2. Configure the options
Go to Inventory > Control Panel and click on"View catalogue" in the top right corner
Locate Settings, and check the boxes you are interested in:
Show stock
Show tags
Import product description when creating orders from the catalogue.
3. Activate your products
Go to Inventory > Products
Click on a product
Within the product tab, activate the "Catalogue" button to display the product in your online catalogue:
💎 This option is only available if you have activated the Catalogue gem.
4. Preview your catalogue
In the View Catalogue menu of the Control Panel, locate "Holded Catalog".
Click on the"View Catalog" button
5. Give your contacts access to the catalogue
Go to Contacts, and select the contact to whom you want to send the link to access the Catalogue.
In the pop-up side panel, click on "More":
Locate the Portal section, on the left side, and activate the "Catalog Holded" button to give access to the contact.
Click on "Send link to contact".
Fill in the fields Email, Subject and Message
Click "Send" to confirm the action
📚 Learn more about the Customer Portal
6. View the product in the Customer Portal
Go to Contacts, and select the contact to whom you want to send the link to access the Catalogue.
In the pop-up side panel, click on "More" (arrow icon, top right)
Locate the Portal section, on the left side, and click on the "View customer portal" button.
Within the portal, click on "Catalogue", then "Shop".
Once there, and if you have followed all the above steps, you will be able to see the product in the customer specific catalogue.
💎 Activate the payment gem Catalogue in the Holded Store