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Adding Items to a Hosted Catalog

  • Updated

Suppliers can add new products to an existing Standard (Hosted) Catalog either individually within Unimarket or in bulk using a revised CSV spreadsheet upload. All changes must be Published for Review, to become active for customers.

 

Prerequisites

  • Audience: Premium Supplier

  • Intent: Add new individual products or multiple products in bulk to an open catalog.

  • Access: Must be logged into the Unimarket supplier portal.

 

Steps: Add an Individual Product (Manually)

  1. Select Catalogs on the left panel.

  2. Click View Catalogs.

 

  1. Ensure the State filter is set to Open.

  2. Select the name of the desired catalog.

 

  1. Click More Actions and select +Add Product.

  2. The Add Product screen will populate. Complete all required fields marked with a red asterisk.

    • Mandatory Fields: Product Code, Name, Category, and Pricing.

    • Pricing: You can choose a List Price (e.g., $10.00 per item) with an 'Add to Cart' option or price it as per quote (RFQ) with a 'Get Quote' option.

  3. Click OK to create a catalog draft.

  4. Select the Draft Products tab to view the added product(s).

  5. Click Publish for Review.

  6. A confirmation message will appear. Select Publish.

 

  1. If your customer has enabled Catalog Review Approval, the changes are now submitted. We recommend reaching out to your customer to request review and approval of the updated catalog.

 

Steps: Add Multiple Items via CSV Upload (Bulk Update)

To add new products in bulk, you will append them to an exported copy of your existing catalog and re-upload the file.

  1. Export the Catalog File:

  • Click the Active Products tab.

  • Select More Actions and click Export Active Products.

  • On the Job Submitted box, click the here hyperlink to go to the Background Jobs screen.

 

  • Click the Download link once the file is in a Finished State.

 

  1. Edit the File Offline:

    • Open the downloaded spreadsheet. Add the rows for all new products you wish to include, ensuring they adhere to the Hosted Catalog Template Field Explanations.

    • Save the updated file as a CSV (Comma delimited) file.

  2. Upload the Revised File:

    • Select More Actions on the Active Products tab.

    • Click Upload Catalog File.

    • Select Browse to attach the updated CSV file.

      • Note: If the zip file does not upload after selecting Browser and the zip file is too large. We recommend splitting the file into small files > zip all files together > and try uploading.

    • In the drop-down under Products not in upload section, select:

      • Keep Them: Will keep any products that were in the original catalog but are not present in your new upload file and will remain in the catalog. (This is the recommended option when adding new items.)

      • Remove them: Any products not in the upload file will be deleted from the catalog.

    • Select OK.

 

  1. The Catalogs in Progress screen will appear. Wait until the status upload is complete.

  2. When the status upload is complete, view the changes by selecting Catalogs -> View Catalogs -> select the desired catalog name.

 

Publish Changes for Review

Whether you added items individually or in bulk, the changes must be published to become active.

  1. Click the Draft Products tab to view the list of changes (the products marked for update).

  2. When ready, click Publish for Review.

  3. A confirmation message will appear. Select Publish.

 

Results/Validation

The system will update the product on the customer side, including products in Shopping Lists, the Shopping Cart, and any Incomplete Requisitions.

  • Next Step: Upon completion of publishing, we recommend reaching out to your customer to request review and approval of the updated catalog.

     

Important Notes on Customer Approval

  • Catalog Review Approval: If your customer has enabled this feature, any updates submitted (including additions) must be accepted or declined by the customer before any further changes can be made.

  • Suppliers will not be able to assign another customer to the catalog while updates are pending customer review.

  • Disconnected Customer: When a supplier is disconnected from a customer who enabled Catalog Review Approval, the actions available are: Export Active Products, Export Draft Products (if drafts exist), Close (If there are no Published Drafts), and Delete (if the Catalog is closed).