Client Catalog

 

With Client Catalog, you can:

• Store client-specific products in one place.
• Quickly reuse products in future projects and shops.
• Maintain consistent product information across reorders.
• Export catalog data for use in other systems.

 

On this page:

• Access the Client Catalog
• Add products to the Client Catalog
  • Adding Products to the Client Catalog for the First Time 
  • Adding More Products to an Existing Client Catalog 
• Set up products
• Publish products
• Manage published products
• Delete products
  • Delete a single product
• • Bulk Delete
• Filter products

  • Filtering Unpublished Products

  • Filtering Published Products

• Export your catalog
• Use Client Catalog products in forms and Shops

• Adding Existing Products from your shops or projects to the Client Catalog

• Use Client Catalog with Split Ship Taxes
• Notes
• FAQs

 

Accessing the Client Catalog

To access a client's catalog:

1. Go to Sales > Clients.
2. Open the client you want to work with.
3. Click the Catalog tab.

 

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Adding Products to the Client Catalog

Before products can be used from the Client Catalog, they must first be added and published. You can add products when creating a new Client Catalog or add additional products to an existing catalog at any time.

 

Adding Products to the Client Catalog for the First Time

If you're creating a Client Catalog for the first time:

1. Go to Sales > Clients.
2. Open the client page you want to work with.
3. Click the Catalog tab.
4. Click Add Your First Product.
5. Use the Connected+, ESP, SAGE and SAGE Connect, Distributor Central, Bookmarks, Tagged, Previous Orders, Collections, or Company database

After adding products, they'll appear in the Unpublished section, where you'll complete the required setup before publishing them.

 

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Adding More Products to an Existing Client Catalog

If the client already has products in their catalog:

1. Go to Sales > Clients.
2. Open the client.
3. Click the Catalog tab.
4. In the Unpublished section, click + Product.
5. Use the Connected+, ESP, SAGE and SAGE Connect, Distributor Central, Bookmarks, Tagged, Previous Orders, Collections, or Company database

The newly added products will appear in the Unpublished section, where you can complete their setup and publish them when ready.

Note: Products must be published before they can be used from the Client Catalog in forms or Shops.

 

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Setting Up Products

Each newly added product must be reviewed before publishing. You will see the status is Setup Required when you add new item to your catalog

Click the Edit icon beside a product to configure it.

External SKU

The External SKU is required before publishing.

This unique identifier is also used by features such as Split Ship Taxes. When a Client Catalog product is added to a project or form, its External SKU is automatically populated, eliminating the need to manually assign it later.

You can also update:

• Product name
• Description
• Pricing
• Decorations
• Artwork
• Colors
• Sizes
• Other product details

Once you've entered the required External SKU, the product status changes from Setup Required to Draft.

 

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Publishing Products

Once a product reaches Draft status, it's ready to publish.

To publish a product:

1. Open the Unpublished section.
2. Click the three-dot menu.
3. Select Publish to Catalog.

The product will move into the Published section and become available throughout commonsku.

Note: Bulk publishing is not currently available. Each product must be published individually.

 

 

 

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Managing Published Products

If you need to update a published product:

1. Go to Client > Catalog > Published.
2. Click Unpublish.
3. Make your changes.
4. Publish the product again.

Note: Bulk unpublishing is not currently available.

 

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Deleting Products

You can delete unpublished products individually or in bulk under Unpublished section.

 

Delete a single product

Use the three-dot menu beside the product under the Unpublished section and select Delete.

 

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Bulk delete

To delete multiple unpublished products:

1. Open Client > Catalog > Unpublished.
2. Select the products.
3. Click Delete in the bottom-right corner.

 

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Filtering Products

You can filter products to quickly find what you're looking for.

 

Filtering Unpublished Products

Available filters include:

• Product Name
• Supplier
• Status

After choosing your filters, click Filter.

Note: Product searches use the product name, not the SKU.

 

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Filtering Published Products

Published products can be filtered by:

• Product Name
• Supplier

Click Filter to display the results.

 

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Exporting Your Catalog

You can export catalog products as a CSV file at any time.

Click Export in the upper-right corner and choose one of the following:

• Export All
• Export Published
• Export Unpublished

 

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Using Client Catalog Products

Once products have been published, they can be added directly into:

• Presentations
• Estimates
• Sales Orders
• Invoices
• Shops

To add catalog products to your project or shops:

1. Open your form (Presentation, Estimates, Sales orders, invoices) or Shop.
2. Click Add Product.
3. Select More.
4. Choose Client Catalog.
5. Search or filter products by "Product Name"
6. Select the products you'd like to add.

 

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Adding Existing Products from your shops or projects to the Client Catalog

You don't have to start from scratch.

You can add products to your client catalog directly from:

• Shops
• Presentations
• Estimates
• Sales Orders
• Invoices

Simply:

1. Select one or more products.
2. Click Add to Catalog.

The selected products will be added to the client's catalog under Unpublished section, where you can complete setup and publish them.

 

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Using Client Catalog with Split Ship Taxes

Products added from the Client Catalog automatically include their assigned External SKU.

This means:

• You do not need to manually assign External SKUs for Client Catalog products when using Split Ship Taxes.
• Simply continue through the Split Ship Taxes workflow and upload your CSV file.

If your project contains products that were not added from the Client Catalog, you'll still need to assign External SKUs to those items manually.

 

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Notes

• Only the External SKU is required before publishing.
• Decorations, artwork, descriptions, pricing, colors, and sizes are optional.
• Products must be published before they can be added from the Client Catalog.
• Bulk publishing and bulk unpublishing are not currently available.
• Product searches use the product name, not the SKU.

 

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FAQs

Why can't I publish my product?

What information is required before publishing a product?

Can I publish/unpublish multiple products at once?

Can I delete multiple products at once?

Can I search using the SKU?

Where can I use Client Catalog products?

Do Client Catalog products work with Split Ship Taxes?

Why is my External SKU missing after converting a Presentation to an Estimate or Sales Order?

Will unpublishing a product affect existing projects?

 

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Why can't I publish my product?

If the Publish to Catalog option is unavailable, the product is still in Setup Required status.

The most common reason is that the External SKU has not been entered. Once it's added, the product status changes to Draft, allowing it to be published.

 

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What information is required before publishing a product?

Only the External SKU is required.

All other product information—including pricing, descriptions, decorations, artwork, colors, and sizes—is optional.

 

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Can I publish multiple products at once?

No. Bulk publishing/unpublishing is not currently supported. Each product must be published individually.

 

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Can I delete multiple products at once?

Yes, but only for unpublished products. Select the products in the Unpublished section and click Delete.

 

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Can I search using the SKU?

No. Client Catalog searches currently use the product name, not the SKU.

 

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Where can I use Client Catalog products?

Published products can be added to:

• Presentations
• Estimates
• Sales Orders
• Invoices
• Shops

 

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Do Client Catalog products work with Split Ship Taxes?

Yes. Products added from the Client Catalog automatically populate their External SKU, so you don't need to assign it again when using Split Ship Taxes.

 

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Why is my External SKU missing after converting a Presentation to an Estimate or Sales Order?

When a Presentation is converted into an Estimate or Sales Order, the External SKU does not carry over automatically.

You'll need to assign the External SKU again before using features such as Split Ship Taxes.

 

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Will unpublishing a product affect existing projects?

No. Unpublishing a product does not affect projects, forms, or Shops where the product has already been added.

Once unpublished, the product simply becomes unavailable for new projects and Shops until it is published again. Existing projects that already contain the product will continue to function normally.

 

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