Sales reps and sales teams use a product catalog to convey vital information about a product or a service to their customers. They can refer to it while communicating with their prospects and customers.

Learn how to:

  • Access product catalogs in Taimer
  • Create a new catalog and add products to it
  • Define catalog specific pricing
  • Link accounts to catalog
  • Archive a catalog

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Products

Where to find Product Catalogs

  • Navigate to Sales in the sidebar
  • Click on Product list
  • On the far right corner, you will find three icons for Product list, CPQ and Product Catalog respectively
  • Click on the the Product Catalogs tab next to the Settings icon. You will now be able to create new catalogs and view all your catalogs here

How to create a new catalog and add products to it

  • Navigate to Sales in the sidebar
  • Click on Products
  • Select products from product list by clicking on the empty checkbox next to the product
  • Click on the more options icon to add individual products to a catalog
  • Click on Add to catal in the header to add products in bulk to the catalog
  • A dialog box will now let you add these products to a catalog
  • To add these products to an existing catalog click on Choose Existing Catalog

  • To create a new catalog, click on Add New Catalog
  • Name the catalog and click on Save

How to define catalog specific pricing

You can define catalog specific selling prices for each of the products in the catalog.

  • Navigate to Sales in the sidebar
  • Click on Product list
  • Navigate to the Product Catalog icon and click on it
  • You will now see all your product catalog listed here
  • Click on the catalog and edit selling prices for the specific products in the catalog

Note! Editing pricing details in a catalog will not affect the pricing in the product list for the same product. The changes will only affect the catalog specific product pricing.

How to link an account to a catalog

Now that you have created your catalog with products you can link accounts to specific catalog. You can only link one catalog to an account.

  • Navigate to the product catalog
  • In the top right corner, you can view the number of accounts this product catalog is linked to
  • Click on the Linked to Accounts tab to view the account details and add new accounts to this catalog

  • Click on the green + icon in the slider to link accounts to this catalog

  • Choose accounts from the dropdown
  • Click on Save
  • These accounts are now linked to this catalog

Note! You can also define the catalog products to be capped to an account. This means that by activating the toggle, the account, projects and invoices will only show the products that are available in the selected catalog.

How to link an account to a catalog from the Account Card

  • Navigate to the specific account
  • Click on invoicing in the account card
  • Scroll down to product catalog
  • Select or update the catalog from the dropdown

Note! You can also define the catalog products to be capped to an account. This means that by activating the toggle, the account, projects and invoices will only show the products that are available in the selected catalog.

How to archive a catalog

Click on the more options icon (...) next to the catalog to archive the catalog.

Catalogs that are linked to various accounts will show a popup:

  • Remove catalog from accounts: selecting this would mean, all accounts linked to this catalog will no longer have any active catalog. It will now display products will from the Product list.
  • Choose new catalog: you can select a new catalog from the dropdown to link the accounts linked to this catalog to a new catalog
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