This post refers to an older version of CataList, some functionality may have changed with more recent improvements.
We’ve upgraded CataList to help simplify your buy sessions. If you’re a sales rep, the new process looks like this:
- Log in to CataList.
- Click “Start a New Order” and give the order a name, then tag it to the account you’re ordering for.
- Now go through as many different catalogues as you’d like, adding titles to the order. Changing order quantities is easy, and CataList displays a running total.
- When you’re done, add a purchase order or promotion code and close the order.
- To finish, just export the order to an Excel or text file and submit it using your usual methods. The retail account can also access the order details directly through CataList, or load a copy of your export into their POS system for EDI ordering.
Check out our tutorial video for more details on the new ordering features: