Setting up Catalogues & Importing Data

💡It's handy when you already have setup Cost Types & Units of Measurements before getting started with Catalogues.

To do this, navigate to: Settings > Data Setup > Cost Categories or Units of Measurement

Cost Catalogues are sometimes referred to as pricelist, which you will use to populate Cost Categories (these are sometimes referred to as cost centres).

1. To create a catalogue, navigate to Catalogues on the left menu and select + Catalogue at the top right.

2. Within the Add Catalogue pop-up, you can name the catalogue, choose the type if it is an Item or Assembly catalogue and the Contact associated.

3. Once you have created the catalogue, you can add individual items by clicking + Product in the top right of the screen. Or keep reading for the bulk items import option.

⚠️ In order for this step to work, you must have setup Cost Types & Units of Measurements before importing data in bulk.
​To do this, navigate to: Settings > Data Setup > Cost Categories or Units of Measurement

Before importing any information, there should be at least one blank catalogue created so data can be imported to it. Have a think about how you want your catalogues or prices to be grouped and organised.

4. Once you have created at least one catalogue, make sure to us turn the Catalogue to ‘Active’ Status. Click on '⚙️Catalogue'

5. Then select 'Active' from the drop-down, and 'Save'.

6. Now Download the Catalogue Template via Settings > Import Tool > CSV Template > Catalogue Items.

Fill in the JACK template with your data, creating a separate file for each catalogue. Below is an example of the spreadsheet being filled:

7. Once you have organised all your data into the number of spreadsheets and catalogues you wish to have, you are ready to import everything into JACK!