---
title: "Manage Catalogs"
slug: "manage-catalogs-2"
updated: 2026-10-01T15:38:04Z
published: 2026-10-29T16:26:42Z
canonical: "wiki.cobblestonesoftware.com/manage-catalogs-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Catalogs

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Manage Catalogs**

*03. Admin User Manual › Catalog Manager › 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

Catalogs are managed from the **Catalog Records** list, which is reachable from **Administration → Master Reference Data → Catalog Records** (search the Administration page for "catalog"). In this environment the list shows each catalog's **Catalog Description** and whether it **Is Active**, with **Manage** and preview (eye) actions per row and the same **New** / **Export** controls used on every other Master Reference Data list. Opening a catalog shows its details, record info, and the **Catalog Items** it contains.

# 2. Key Elements

- Administration → **Master Reference Data** → **Catalog Records** tab, alongside the other lookup lists (Contract Categories, Record Statuses, Record Types, and so on).
- Grid columns in this environment: **Catalog Description** and **Is Active**. Use the columns icon to choose which fields display.
- **New** adds a catalog; **Manage** opens one for editing; the eye icon previews it in a side panel; **Export** downloads the list.
- A catalog record's **Details** tab holds **Catalog Name**, **Catalog Description**, **Catalog Type** (required), **Start Date**, **End Date**, **Is Active**, and **Allow Items Without a Supplier**.
- The **Record Info** tab shows Date Entered, Entered By, Date Updated, Updated By, and the **Catalog ID**.
- The **Catalog Items** tab lists the items in the catalog (Catalog Item Id, Item ID link, Tax Code, Tax Rate, Item Start Date, and more), with **New** and **Export**.

# 3. Opening the Catalog List

1. From the Contract Insight homepage, click the **Administration** (sliders) icon at the bottom of the left navigation bar.
2. Type **catalog** in the **Search administration** box and click **Catalog Records** (under Lookup Tables).
3. Master Reference Data opens on the **Catalog Records** tab, listing every catalog.

![Administration page filtered to Catalog Records](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-search.jpg)

![Master Reference Data Catalog Records list](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-catalog-list.jpg)

# 4. Previewing a Catalog

1. Click the eye (preview) icon on the catalog's row.
2. The side panel shows the catalog's **Details** and **Record Info**.
3. Click **Edit** to change it, or **Done** to close the panel.

![Catalog preview side panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-preview.jpg)

# 5. Opening and Editing a Catalog

1. Click **Manage** on the catalog's row. The catalog record opens (for example, "Blazor Catalog · CATALOG · ID 6").
2. On the **Details** tab, review or update the catalog's fields. Fields marked **REQUIRED, NOT SET** (such as Catalog Type) need a value.
3. Click **Edit All** to edit every field at once, or use a field's pencil icon to change one value.
4. Click the **Record Info** tab to see who created and last updated the catalog, and its Catalog ID.

![Catalog record Details tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-catalog-record.jpg)

![Catalog record Record Info tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-record-info.jpg)

# 6. Managing a Catalog's Items

1. On the catalog record, click the **Catalog Items** tab. The count beside the tab shows how many items the catalog has.
2. Review the items list. Click **Manage** on an item to open it.
3. Click **New** to add an item to the catalog, or **Export** to download the item list.

![Catalog Items tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-catalog-items.jpg)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the catalog list | Administration → search **catalog** → **Catalog Records**. |
| Add a catalog | Catalog Records → **New**. |
| Preview a catalog | Row eye icon → **Done** or **Edit**. |
| Edit a catalog | Row **Manage** → **Edit All** or field pencil icon. |
| See who changed a catalog | Catalog record → **Record Info** tab. |
| Add items to a catalog | Catalog record → **Catalog Items** → **New**. |
| Download the list | **Export**. |