COBBLESTONE SOFTWARE

Contract Insight — User Guide

Manage Catalogs

Module: Purchase Orders › Catalog Management › Manage Catalogs

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Procurement → Catalogs is where catalogs are bundled and shared: a grid lists every catalog with its type, item count, shopper count, active date window, and active status, with Add catalog to create a new one and a Show inactive catalogs toggle. Opening a catalog leads to an Active/Inactive header with Edit details and Deactivate controls alongside its item list.

2. Key Elements

• Procurement → Catalogs, described as "bundle items into a catalog and choose who can shop it"
• Grid columns: Catalog, Type, Items, Shoppers, Window, Active, Created by
• Add catalog creates a new catalog; Show inactive catalogs reveals deactivated ones
• Opening a catalog offers Edit details and Deactivate