---
title: "Manage Catalogs"
slug: "manage-catalogs"
updated: 2024-01-25T19:23:13Z
published: 2024-01-25T19:23:13Z
canonical: "wiki.cobblestonesoftware.com/manage-catalogs"
---

> ## 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

### **Manage Catalogs**

**Catalog Manager: Manage Catalogs**

Contract Insight supports the ability to Manage Catalogs. In order to Manage the catalogs, the user must have the **Setup: Manage Catalogs and Items** permission unless that user is a system admin.

**Manage Catalogs**

Navigate to **Manage/Setup** > **Catalog Manager** > **Manage Catalogs**

![Manage Catalogs navigation](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(298).png)

![View/Manage Catalog List Manager](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(226).png)

**Catalog List Manager –** This list displays all the Catalogs that were added in the system.

**Add New Catalog -** Add new Catalogs to the system.

![Add New Catalog](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(170).png)

![Add Catalog Add Screen](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(126).png)

**Is Active:** If set to No, it is not searchable. If set to Yes, it can be searched for items within.

**Allow Items Without a Supplier:** If set to **Yes**, this catalog will list products and items with no suppliers (not recommended).

Once all required fields and any other desired fields on the **Add Screen** are filled out click **Save & Continue** to save the Item.

**View/Manage -** By clicking this, a user can View and Manage the Catalog.

![View/Manage](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/manage-catalogs-image-l3ka2twn.png)

![Manage Catalog Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(82).png)

Fields associated with this item on the **Manage Catalog Details** screen. Edit/manage any of the data in the specified fields by clicking the **Pencil icon** that displays to right of each field name. Edit multiple fields at one time by clicking on the **Pencil icon** to the right of the field group.

**Assign Items:** This sub-table on the **Manage Catalog Details** screen allows the user to assign items to a catalog.

![Assign Items to this Catalog](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(44).png)

In the box to the left of **Search for new item(s) to assign**, type in the name of the Item (Ex: Router) and click **Go**. The results will appear. To assign the item, click **Assign** for the line item. To Clear the search results, click **Clear Search**.

**Assigned Items:** This sub-table on the **Manage Catalog Details** allows the user to manage already assigned items and assign employees/users to a catalog.

![Assigned Items](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(60).png)

From the **Assigned Items** sub-table**,** the user can view the item by clicking **View for** the line item. To remove an item from the catalog, click **Remove** for the line item. To assign Employees/Users to a catalog just highlight the Employee/User by selecting their name in the **Unassigned Employees/Users** column and click the **Blue Arrow** in the middle of the two columns to move the Employee/User to the **Assigned Employees/Users** column. Users assigned to the catalog can purchase any item from this catalog.

**Note:** a user can be assigned to multiple catalogs.

**On the Side Menu, under Actions:**

![Manage Columns](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8(32).png)

**Add New Catalog: A**dd Catalogs to the list.

**View History**: When clicked, the user is taken the to the **History Details & Audit Log** screen for this record.

**Return to Catalog List:** When clicked, the user is taken the to the **Manage Catalog Details** screen.

**Delete Record**: When clicked, the user is prompted with the message: **Are you sure you want to delete this record?** if yes click **Yes, delete it** to remove the record.

**Manage Columns:** To customize the columns displayed on the **Catalog Items List** screen, click the **Manage Columns** on the side menu of the screen under **Actions**.

![Manage Columns](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8(33).png)

The **Assign Columns to List** screen displays. A user can add fields to the **Catalog List Manager** details screen.

![Manage Columns](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/9(18).png)

Once done assigning columns, click **Back to List** on the side menu under **Actions**.

**Export to Excel:** Exports the **Catalog List Manager** to an Excel file.

![Export to Excel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8(34).png)