1. Catalog Manager
Standard Supplier Training

2. Reminders
All participants are on listen-only mode to guarantee client confidentiality
Please use the chat function on the lower right hand side of your screen if you would like to raise any questions
This is a standard training session, open to the public
Some customers have specific rules or processes to be applied which you will find in the customer specific field

3. Perfect Commerce Support
For any question regarding your catalogs, please contact our support team at the following address:
Europe, US, and Latam:

4. Agenda Overview of Catalog Manager and the processes involved
Catalog Formats
Functionalities of Catalog Manager homepage
How to upload your catalog
How to retrieve your current catalog
How to upload attachments
Tips to avoid errors

5. Catalog Manager Overview
STAKEHOLDER
Supplier
Buyer
Catalog Manager
Fills out the template
Uploads the template
Approves or rejects supplier catalogs
Validates data of supplier catalog
Informs suppliers of any invalid data

6. Format of the templates
There are two templates: Single Tab Template and Multi-Tab Template.
You will receive your own template from our team
For the Single Tab Template, only Product Catalog is mandatory. It contains all the information necessary to build the catalog
For the Multi Tab Template, the obligatory tabs are Products and Contract Pricing. The tabs Relationships and Attributes are optional.
The following tabs are present in both the Single and Multi Tab Templates: Instructions, Customer’s specific classifications, Client Views, UOM, Languages, Icon List.
How to upload attachments

7. Product Catalog Tab: Single Tab Catalog Template
The Catalog Tab is where you will build your catalog by inputting information for each field

8. Instructions Tab
The Instructions Tab gives you a detailed description of how the fields in each tab are to be filled out

9. Customer’s specific classifications: Single Tab Catalog Template
The Customer’s specific classifications tab provides you with the necessary classification codes you need for all your catalog items

10. Client Views: Single Tab Catalog Template
The Client Views is provided by your buyer to allow your catalog items to be seen in different views based on the end user’s language settings. Please ask the buyer for the correct view codes for your catalog

11. UOM Tab
The UOM Tab gives you the units of measurement you will need to use for your articles

12. Language Tab
Language codes are used to assign additional language attributes for a product

13. Icon List Tab
Icon List is used if you would like to display an icon for your item, once it appears on Search Manager

14. Summary Tab: Multi-Tab Template
The Summary Tab summarizes the information found in the other tabs found in the Catalog Template.

15. Header Tab: Multi-Tab Template
The Header Tab is used if the supplier has any questions regarding the template. For Multi-Tab Templates, this is the first tab that should be in place before the catalog template is uploaded

16. The Products Tab is where you will describe your items
Products Tab: Multi-Tab Template
The Products Tab is where you will describe your items

17. Contract Pricing Tab: Multi-Tab Template
The Contact Pricing Tab is used to input information relative to price.

18. Relationships Tab: Multi-Tab Catalog Template
The Relationships Tab is used to input information regarding the relationship of different items

19. Attributes Tab: Multi-Tab Template
The Attributes Tab is used to input information regarding the attributes of different items

20. How to insert files in the catalog template: ThumbName
details-casual-shirt.jpg
Two options to insert pictures in this field:
Input the complete filename of the Thumbnail Image file. The most commonly supported formats are (.jpg) and (.gif).  However, other picture formats such as (.png) can also be used.  
If the image is found on the internet, input the URL link.
Ideally, the images should be either 200x200 or 345x280 in size. 
The thumbnail will appear beside the product on the search results page.

21. How to insert files in the catalog template: PicName
Two options to insert pictures in this field:
Input the complete filename of the Thumbnail Image file.  The most commonly supported formats are (.jpg) and (.gif).  However, other picture formats such as (.png) can also be used.  
If the image is found on the internet, input the URL link.
For optimum resolution, the recommended images should be 400 px in size.  If the image is bigger, the system spends more time to display it in a pop-up once the user clicks on it.
Larger images will be resized to the optimum width and corresponding height on the detail page.
Images are REQUIRED unless an exception has been granted by the customer or if the item is for a service (kindly check with your buyer on this).
The picture will appear on the product details page
PicName
details-casual-shirt.jpg

22. Picture and Attachment management
ThumbName
PicName
details-casual-shirt.jpg
When inserting .jpg or .gif files in either the ThumbName or PicName fields, you must upload the images as attachments separately into Catalog Manager.
Make sure that the filename indicated in the template matches the actual filename of the image on your computer, including the file extension. Please note that the information in these fields is case sensitive.
Place all pictures in a .zip folder and ensure that there are no sub-folders inside the zip file.
Go to the How to upload attachments section in order to learn how to upload your pictures on Catalog Manager

23. Functionalities of the Catalog Manager Homepage
1. Click to access supplier profile
2. Click to access main catalog functions

24. The Supplier Profile
Supplier profile contains all pertinent information on the supplier and his catalog setup in the platform

25. Insert your email address and click on Save
The Supplier Profile
Insert your address and click on Save

26. 1. Click on Process Catalog to upload your catalog
How to upload your catalog
1. Click on Process Catalog to upload your catalog

27. How to upload your catalog
2. Choose update type. Full replacement completely replaces a previously uploaded catalog or if you are uploading the catalog for the first time. Incremental Updates allows you to modify, add, and delete certain items in an older catalog
3. Enables supplier admin to review a catalog before the catalog is sent to the buyer
4. Click on Next

28. How to upload your catalog
6. Click on Next
5. Input your address so that you will be notified if your catalog upload falls into error.

29. How to upload your catalog
7. You must always select Uploading
8. Upload a catalog from your computer
10. Press next
9. Select activation date for catalog publication

30. How to upload your catalog
11. Once on this page, the system starts to process your catalog. You will be notified via if any error is detected during the upload.

31. 13. Click on refresh until you see the status finish successfully
How to upload your catalog
12. This page gives you details on the workflow of the supplier catalog, upon upload to the system
13. Click on refresh until you see the status finish successfully

32. Catalog Errors
The status Completed with errors means that there are errors in the catalog that need to be corrected. Click on the blue link to open the errors report

33. Catalog Error Report
Sample error report

34. You can also download the error report as an XLS file
Catalog Error Report in Excel format
You can also download the error report as an XLS file

35. Common Catalog Upload Errors

36. Common Catalog Upload Errors

37. Click on Content Processing and then select List Process
How to retrieve your current catalog
Click on Content Processing and then select List Process

38. How to retrieve your current catalog
2. The date only displays catalogs that have been processed within the last 7 days. Removing the date and clicking search shows all processed catalogs
3. Supplier Workflow refers to your uploaded catalog. Customer Workflow means that your catalog has been sent to your buyer. Customer Activate Workflow means your buyer has approved your catalog

39. To retrieve an uploaded catalog, click on the Supplier Workflow ID
How to retrieve your current catalog
To retrieve an uploaded catalog, click on the Supplier Workflow ID

40. How to retrieve your current catalog
1. After clicking on Supplier Workflow Id, click on Import
2. Click on the link to access your catalog file

41. How to upload attachments
Click on Upload Supplemental Files to upload attachments like photos and other supplementary documents

42. How to upload attachments
1. Choose the files that will be uploaded as attachments. Don’t forget to put them in zip files. The Zip file should not contain any sub-folders
2. Click on upload

43. Manufacturer name, Manufacturer Number, Price, Category
Item Details visible to the Purchaser
Thumbnail Image
Short Description
Manufacturer name, Manufacturer Number, Price, Category
Long Description
Thumbnail Image
This is how your catalog will look like once it has been released in Search by your buyer.

44. Tips to avoid errors
Don’t forget to fill out tabs and fields in red, particularly in the Products/Catalog fields
For single tab templates, make sure that the first tab seen is the catalog tab
For multi tab templates, make sure that the first tab is the header tab
Make sure to select the right template format
Please consult the customer specific tab of your template

45. Perfect Commerce Support
For any question regarding your catalogs, please contact our support team at the following address:
Europe, US, and Latam: