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Default Item Catalog
Default Item Catalog

Customize your item catalog.

Gabrielle P avatar
Written by Gabrielle P
Updated over 3 years ago

Customization of existing catalogs is possible. We suggest that you choose the “Default” catalog that is available when creating a new personality. The default catalog includes a bare minimum of information so that you can easily add and delete line items and categories for customization. Line items and categories can be edited at the settings level, so you will only need to make changes and save once to have custom inputs apply to all jobs that you create within that personality.

With that said, you can make slight changes to your item catalog as needed without affecting your Settings Catalog.

To add a line item on the fly, just click on the Category you would like the line item to appear in and a pop-up window will prompt you to enter a new Line Item.

You have the option to “Add to Item Catalog.” If you leave this option unchecked, it will just add the line item to the current job. If you check this, it will add this item to the Settings item catalog for future use.

 You can also edit a Category name within a job without changing your Settings catalog. While in the job window,  you can Shift + Click on the Category name you want to edit. A pop up window will appear allowing you to “Edit Line Item Category.”

Note: This will only change the category name for the current job; the catalog you have in settings will remain the same.

To watch a detailed video tutorial on adding line items and categories to an existing item catalog, please click here.

For more articles related to this topic, click here.

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