The Holded catalog is a feature that allows you to create and manage a catalog of products or services. You can add products or services to your catalog, assign prices, images, and descriptions to them, and keep track of your inventory.
Some of the things you can do with the Holded catalog are:
Manage orders: your customers can buy your products through the catalog 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.
Organize 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 to their profile. Activate the catalog only to the customers of your choice, and share access to the catalog individually or massively.
Give access to your customers: choose who can buy from your online catalog. 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 catalog.
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 "Catalog".
Click on "Start 14-day trial" or "Activate full version".
2. Configure options
Go to Inventory > Control Panel and click on "View Catalog" in the top right corner.
Locate "Settings", check the boxes, and select the options that interest you from the drop-down menus:
Show stock.
Show tags.
Import product description when creating orders from the Catalog.
Show price.
Select the warehouse from which stock will be discounted.
Assign a sales channel to Catalog orders.
3. Activate your products
Go to Inventory > Products.
Click on a product.
Within the product tab, activate the "Catalog" button to display the product in your online catalog.
💎 This option is only available if you have activated the Catalog gem.
4. Preview your Catalog
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 catalog
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 "Catalog", 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 catalog.
💎 Activate the payment gem Catalogue in the Holded Store.