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How to create and configure a catalog?

Configure your catalog by associating products, bundles, and pricing grids

Introduction

Creating a catalog allows you to group your products, bundles, and configured products into a single set. You can define validity dates, associate pricebooks, and track where the catalog is used in your Qwoty configuration.

✍️ Prerequisites : You must have the Admin role to access this screen.

Access

  1. In the left side menu, click Products & Pricing
  2. Click Catalogs
  3. Click + New catalog or Edit from the contextual menu of an existing catalog

Fill in general information

In the General information block:

  • Name : Catalog name (e.g., « France Catalog », « Premium Catalog »)
  • Reference : Internal reference to identify the catalog
  • Valid from (optional) : Catalog validity start date
  • Valid until (optional) : Catalog validity end date
💡 Tip : Validity dates are useful for creating seasonal catalogs or time-limited promotional offers.

View « Catalog used in »

The Catalog used in block displays, in read-only mode, where the catalog is used:

  • Template : Quote templates using this catalog
  • Customer : Customers associated with this catalog
  • Customer segment : Associated customer segments
💡 Tip : Click the links to access the relevant items directly.

View related pricebooks

The Related pricebooks block displays the list of pricebooks associated with the catalog:

  • Status : Active or Inactive
  • Pricebook : Pricebook name
  • Type : Pricing type (Fixed, etc.)
  • Currency : Currency used (EUR, USD, etc.)
  • Reference : Pricebook reference

Manage catalog collections

The Collections block lets you associate different types of products with the catalog.

Bundles

Associate bundles (product packs) with the catalog:

  1. In the Bundle field, click to open the list of available bundles
  2. Select the bundles to associate
  3. The selected bundles appear as tags

Configured products

Associate configured products with the catalog:

  1. In the Configured product field, click to open the list of available configured products
  2. Select the configured products to associate
  3. The selected configured products appear as tags

Related products

The Related products section displays the list of products in the catalog:

  • Product : Product name
  • Variant : Product variant (size, color, etc.)
  • Reference : Product reference
  • Type : Billing type (One-off for one-time payment, Recurring for subscription)

Add a product

  1. Click the + Add a product button
  2. Select the product to add to the catalog

Export products

  1. Click the Export button
  2. A file containing the catalog products is downloaded

Import products

  1. Click the Import button
  2. Select the file to import
  3. Follow the instructions to finalize the import

Enter external identifiers

If you use external systems (CRM, ERP, accounting), enter the corresponding identifiers to facilitate integrations:

  • CRM ID : Catalog identifier in your CRM
  • ERP ID : Identifier in your ERP
  • Accounting ID : Identifier in your accounting software

Define status and API name

In the right-hand side panel:

  • Status : Enable or disable the catalog
  • API name : Automatically generated technical identifier
⚠️ Warning : The API name can only be changed at creation. Once saved, it can no longer be changed to ensure the stability of your integrations.

View activity

The Activity panel in the side area displays the history of changes made to the catalog: creation, modifications, archiving, etc.

Save

Once all fields are filled in, click Save at the top right.

Related articles

  • How to manage catalogs?
  • How to manage products?
  • How to manage pricebooks?
  • How to create a bundle?