Direct Item Update

Grab & Go on the Direct Item Update feature to make changes to internal catalog line items. Updates may include price, details, approvers etc.

Also see Editing a Catalog via File Upload.

 

DIRECT ITEM UPDATE 

Update item details, pricing, approvers, groups, etc. New items must be uploaded using the Catalog File upload process. 

CDIU01.jpg

      1. Locate the catalog in the ‘LIVE’ column and select the gear icon. 
      2. Check the box for ‘Direct Item Update.’ 
      3. Editing a ‘Live Catalog will create a new version which will be relocated to the ‘Working’ column. 
      4. Updates will not disrupt shopping in the current ‘Live’ Catalog. 
      5. Locate the ‘Working’ catalog and click the catalog name. 
      6. Click on a line item to open and view details.
        CDIU02.jpg
      7. Make the appropriate change(s)
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        • Changes will be validated and saved immediately.
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      8. If changes require approval, all Approvers assigned to the catalog will receive email notification of the change. 
        • Administrators can bypass approval workflow and approve changes.
          CDIU05.jpg

 

CHANGE REPORT: 

The most recent changes made to the catalog can be viewed in the Change Report.

      1. Locate the catalog, select the gear icon and ‘Change Report’.
        CDIU06.jpg
      2. The report can be retrieved from the ‘Announcements’ section on your Catalog homepage. CDIU07.jpg
      3. Download & View Report.
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