Catalogs

Catalogs allow you to group similar items. When you use the Quick Entry option to add materials to a transaction, you can select a catalog to quickly find the items you are looking for.

Creating a Catalog

1. Click the New button, on the toolbar, to open a blank catalog record.
2. Enter a new catalog ID in the Catalog ID field.
3. Enter a name for the catalog in the Catalog Name field.
4. Enter the date you received or created the catalog in the Catalog Date field.
5. For each catalog item you want available in Traverse:
   • Enter the Item ID for the item.
   • Enter a Description for the item.
   • Enter a unit of measure (UOM) for the item.
   • Enter a Unit Cost for the item from the vendor.
   • Enter a Unit Price for the item.
   • Enter the item Weight.
   • Enter a Vendor Name.
   • Enter a Price ID, if applicable.
   • Enter a Product Line.
   • Enter a Sales Category, if applicable.
   • Enter any Warning Text, if applicable.
6. Click the Save button, on the toolbar, to save the new catalog record.
7. Click the Verify button, on the toolbar, to verify the values you entered are valid. If a value is not valid, a warning message will appear in the Warning Text column.

Editing a Catalog

1. Select a catalog to edit from the Catalog ID field.
   
2. Edit the fields as necessary. To delete an item from a catalog, select the item, then use the Delete button to delete the selected item. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.
   
3. Click the Save button, on the toolbar, to save any changes made to the catalog.
4. Click the Verify button, on the toolbar, to verify the values you entered are valid. If a value is not valid, a warning message will appear in the Warning Text column.

Deleting a Catalog

1. Select a catalog to delete from the Catalog ID field.
   
2. Click the Delete button, on the toolbar, to delete the selected department.
3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.