The Holded Catalog is a powerful tool for creating and managing your product or service inventory. With this feature, you can add products, set prices, upload images and detailed descriptions, all in one place.
What can you do with the Holded Catalog?
Manage orders: your customers can purchase your products through the catalog as if it were an online store, adding the products to the cart and creating the order. You will be able to approve it, assign a warehouse, choose the shipping company, etc.
Organize and activate your products: organize your products into categories or variants, and activate or deactivate their visibility according to your business needs. This allows you to display only the relevant products at any given time, according to your sales strategy.
Assign rates per customer: create customized rates for your products according to the customer and easily assign them to their profiles. This allows you to offer special prices or discounts tailored to your customers' individual needs.
Give access to your customers: decide who can access and buy from your online catalog. Share access and allow your customers to set up passwords to ensure secure access to your products and services.
Within the catalog, you can choose between two views to visualize the products: list and grid, which facilitates navigation and product search, in a comfortable and visually attractive environment for your customers.
☝🏼 There is no limitation on the number of products you can add to your online catalog.
1. Activate the gem Catalog
To activate the Catalog gem, simply:
Go to Menu > Holded Store, in the upper right corner.
Go to the “Gems” section, and click on Catalog.
Click on “Start 14-day trial” or “Activate full version”.
2. Configure the options
To configure your catalog preferences:
Go to Inventory > Control Panel, and click “View Catalog”, top right.
Locate “Settings”, check the boxes, and select the options you are interested in from the drop-downs:
Show stock: shows the stock of your products.Show tags: shows the tags of each product.
Import product description when creating orders from the Catalog.
Show price: shows or hides the prices.
Select the warehouse from which stock will be discounted.
Assign a sales channel to Catalog orders.
3. Activate or deactivate your products to appear in the catalog
Enable or disable a product to appear in the catalog
Go to Inventory > Products.
Click on a product.
Within the product tab, turn on or off the “Catalog” switch on the left side to show or not show the product in your online catalog.
💎 This option is only visible if you have activated the Catalog gem.Activate products in bulk to appear in the catalog.
Activate products in bulk to appear in the catalog
Go to Inventory > Products.
Check the box to the left of the name of the products you want to include in the catalog.
In the bottom pop-up panel click on the Catalog icon.
Select “Enable” or “Disable” from the drop-down, and click “Apply”.
4. Preview your Catalog
To preview your catalog, follow these steps:
In the View Catalog menu, from the Control Panel, locate “Holded Catalog”.
Click on the “View Catalog” button.
Once in the preview, you can:
Filter products: use the drop-down at the top left to filter your products by category or variant, which will make it easier to search and navigate through the catalog.
Switch between views: at the top right, you will find the “grid” or “list” view options. Choose the one that best suits your needs and preferences.
5. Give your contacts access to the Catalog
To allow your customers to access the Catalog and place orders from their Customer Portal, follow these steps:
Go to the Contacts section and choose the contact you want to send the Catalog access link to.
In the pop-up side panel, click on “More”.
Locate the “Portal” section on the left side and turn on the “Catalog Holded” switch to grant access to the contact.
Click on “Send link to contact”.
Complete the email, subject, and message fields.
Click “Submit” to confirm the action.
Your customer will receive an email containing a “View Catalog” button.
If you have set up a password on the contact's record, the customer will be prompted to enter it when logging in.
Learn how to set up passwords in the contact tab, and more information about the customer portal here.
6. Display the product in the Customer Portal
Once you have activated your product to appear in the catalog, and also activated the catalog for a specific contact, you will be able to view the product in the specific customer portal by following these steps:
Go to Contacts, and select the contact you want to send the Catalog access link to.
In the pop-up side panel, on the right, click on “More”.
Locate the Portal section, on the left side, and click on the “View customer portal” button.
Within the portal, click on “Catalog”, then “Shop”.
Once there, and if you have followed all the above steps, you will be able to view the product in the customer specific catalog.
💎 Activate the Catalog payment gem in the Holded Store.
7. Place an order from the customer portal
With the new Holded Catalog, your customers can easily place purchase orders through your Customer Portal, which significantly simplifies the management for you.
Your customer can place an order by following these steps:
Access the Catalog from the Customer Portal.
Search for the desired products and add them to the cart. He or she can do this easily by hovering over the product, indicating the quantity, and clicking on “Add”.
☝🏼 They can also click on the product, select variants, and adjust quantities conveniently from its tab.
Once they have added all the desired products, they can review the information in the cart, in the upper right corner, and click “Create order”.
Confirm the action to finalize.
The order will be automatically created in the Customer Portal Orders listing as a purchase order.
In turn, in your Holded account, a sales order corresponding to your customer's purchase order will be generated. Depending on your needs, you can convert it into an invoice, sales ticket, or other document from the order tab.
This practical and efficient process replaces tedious telephone or email communication between you and your customer.