User Guide: Catalog

General Notes

The Catalog is used for selling raffle tickets, sponsorships, and similar items that are not necessarily associated with meetings or member dues.  A product can be associated with a meeting after it has been created in the catalog area, though.  PLEASE NOTE that products must be created via Store > Products before they can be added to catalogs or meetings.  Products cannot be created on the fly in the course of setting up a catalog.

The List of Catalogs: Filters and Searching

By default, catalogs will be listed in alphabetical order. The main view includes the catalog name, publication status, publication and archive dates, last updated date, number of products, and shortcut action buttons on the right hand side for common tasks.  The date and status filters can be used to find certain catalogs quickly.  Use the date filter to find catalogs based on their creation or updated date, or the status filter to find published, unpublished, archived, or incomplete catalogs.  New catalogs must be manually published once they have been added.  Catalogs that have reached their archive date are no longer displayed on the website.  Catalogs which are set not to display (for some reason besides automatic archiving) are marked as unpublished.  

The search option searches based on the catalog name and description (though not individual products).  

The main view also includes check boxes for marking and selecting catalogs to be copied, deleted, or archived.  Deleted catalogs can be recovered through the Recycle Bin area.  Both the Go button (used to apply the selected change to the selected catalogs) and the Recycle Bin button are located in the gray band at the top of the catalog listing table.

The products button is a shortcut to the screen where products are added to the catalog, discussed further below. The View Orders button goes to the Order Manager, where a filter will be applied automatically to show only orders associated with the selected catalog.   

Adding a Catalog

To begin the process, click the Add a Catalog button.  

General 

For the name, enter a name for the new catalog.  Apostrophes and special characters are permitted.

Catalogs can have an associated image (optional) and description (also optional).  Catalogs are commonly used for selling website sponsorships, so a description of the sponsorship benefits would be approriate here. 

Fixed, per transaction costs are used for things like processing fees.  Note that it is not possible to charge a percentage fee, only a fixed dollar amount.  If this option is checked, boxes will appear to enter the amount of the cost and a description of the charge.  This description is standard and used for all fixed transaction fees.  These may also be used on meetings.  

Catalogs can have a set lifespan.  They will automatically become available on the built-in catalog listing page  and will be available to add to pages on the publish date, and they will disappear from these same areas on the expiration date.  If neither the publish or expiration dates are set, the catalog must be manually published once it is created.  The catalog may be unpublished at any time. 

Restrictions allow set users to access the catalog.  Restrictions will limit the catalog so that only logged-in members and/or logged-in non-members in selected groups can access and order from.  Choose a parent group, then click the add button to choose who can access the catalog.  If the right column is blank, the catalog will be public.  If any groups are shown on the right column, only logged-in members or non-members in those groups can access the catalog.

Products

A catalog must contain one or more products available for purchase.  Select a product from the drop-down, or start typing the name of a product in the box.  A list of matches will appear.  Once you've selected a product, click the Add button to add the product to this catalog.  The Sort button beneath the product listing can be used to arrange products.  

All Done

The last step is a summary screen with a recap of what has been done for this catalog.  New catalogs are unpublished by default.  If the catalog does not have a set publish date, be sure to click the Publish button to make it accessible.   

Further Reading and Common Catalog Questions

Where is my catalog, and how do people get there?

It's on a built-in page that lists all active catalogs.  The page's name is Catalog.  No one will be able to get to it by default.  You'll want to add a link to the page via ContentNavigation Manager.  To display only a single catalog on a page, go to Content > Page Content, add a new page, and add a content section using the Catalog Page template.  Select your catalog and click Publish.  This new page should be linked as well.