Objective
Gain control over the categorization process, leading to tailored and efficient procurement operations.
Streamlined access to categorized materials and tools enables better planning and allocation on the job site, enhancing daily workflow efficiency and reducing time and effort on field request creation
Background
StructShare is introducing a new feature, "Catalog Categories," which significantly enhances the catalog management experience for our clients. Previously, the organization and classification of catalog items into various categories (groups, sub-groups, sub-sub-groups, etc.) were managed by our Customer Success team.
With the "Catalog Categories" feature, we are shifting ownership of catalog management directly to our clients, empowering you to independently organize and edit your catalogs as you see fit. This not only streamlines the process but also allows for quicker and more personalized organization of items, directly in line with each client’s unique business needs.
Things to Consider
‘System Admin’ permission is required to create Catalog Categories
Located in System Settings
Steps:
Manually Create new Catalog Categories
Bulk Upload Catalog Categories
Associate Items in your Item Database to Categories
Bulk Edit Categories
Manually Create New Catalog Categories
Navigate to the System Settings in StructShare (gear icon top right of StructShare, then select ‘System Settings’)
Click on ‘Catalog Categories’ blue button, bottom right-hand side of the page.
Click on the + icon at the very top of the page to add a brand new parent category.
Hover over the name of an existing category to view the following options:
+: add a sub-category within this parent category
Pencil icon: Edit the name of this category
Trash icon: Delete this category (only available if you don’t have any items associated with this category)
Photo icon: add a picture (URL) to associate with this category (needs to be a link to a website image, not a file on your computer).
Bulk Upload Catalog Categories
Click on the 'Upload Categories' option at the top of the page.
Use the following template to upload categories in bulk:
Associate Items in your Item Database to Categories
Navigate to the Item Database
Click into the Categories section to then associate a category with the item.
Bulk Edit Categories
We added the ability for you to edit Catalog Categories in bulk in the ‘Items Database’ screen. When you select more than one item in the ‘Items Database’ and select ‘Bulk Edit’ on the right hand side, you will see ‘Categories’ as an option to apply in bulk:
This allows you to move multiple items into a Category or Subcategory with ease. Additionally, we adjusted the way you edit a single line item in the 'Items Database' screen making it easier to make changes on the fly and compare changes to other items.
Additionally, if you are utilizing the 'Category' feature, when you export your 'Items Database', the complete string of categories will now show in the 'Category' column in the export so you can easily make updates in bulk and then re-import your items into the same category.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716