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Add Items to the Catalog

Topics covered: Creating catalog items, Add item to catalog.

Updated over a month ago

If you haven't already, we strongly recommend reviewing Division, Type, & Sub-Type for clarity on how the Catalog is structured. There are 2 ways to add Items to the Catalog:

  1. Add Items from within the platform

  2. Add Items with the Chrome Plugin - to add Items fast, download the plugin!

Adding an Item to the Catalog

To add an Item using the +Item button, follow the steps below.

Step 1: Navigate to the Catalog tab and click to Add Item.

Step 2: From the pop up that appears, choose the division and type that the item belongs to, and add any other details and images that you would like.

Note: Optionally, you can choose to save the item only to your org's catalog (this is the default option), or you can choose to add the item to a specific project list as well. To add to a project list, choose the project from the drop down at the very top - Save to - Org or Project.

Step 3: Click to Add Item.

Note: If the Manufacturer or Supplier is not already in the Catalog, you will be prompted to add them by clicking the Create New popup.

Step 4: The item will now appear in your catalog with a peach colored circle icon in the upper left corner of the image. All items added to your org by your users will have this icon. Items without this icon are added to the catalog by the design.efficiently catalog team.

Adding an Item Using the Chrome Plugin

To add an Item using the chrome plugin Clipp'd, follow the steps below.

Step 1: Navigate to the Catalog tab at the top of your screen and click Add Item.

Step 2: Select the Get it now button from the banner at the bottom of your screen.

Note: For Mac users - Once you have downloaded the plugin, pin the plugin to your browser by selecting the puzzle piece icon at the top of your browser and clicking the pin icon next to the Clipp'd plugin.

Step 3: Now that you have the plugin in place, navigate to the manufacturer or supplier's website of your choice, and click the plugin icon on your browser to open the plugin.

You will see the plugin appear on the right hand side of your screen.

Step 4: Every field with the below icon can be populated by clicking the icon inside the plugin, and then clicking the corresponding details on the website.

For example, click into the image box in the plugin ('Click here to start capturing images'), and then click the image on the website. You should see the image populate in your clipper.

Step 5: Click Add Item. The item will now appear in your catalog with a peach colored circle icon in the upper left corner of the image. All items added to your org by your users will have this icon. Items without this icon are added to the catalog by the design.efficiently catalog team.

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