Catalog Management

Catalog Management provides a comprehensive view of all products in your warehouse catalog. See product details, inventory quantities by status, and perform bulk actions on multiple products. Filter by any column, customize visible columns, edit product information, and export catalog data for reporting.

Quick Access

Navigate to Catalog from the Inventory menu (accessible via /cataloglist.php) to view your complete product catalog. Requires user level 2 (warehouse user).

Why Use Catalog Management?

Complete Product Catalog

See all products with complete details including SKU, UPC, description, quantities, supplier, and product attributes.

Quantity Tracking

Track inventory quantities by status: Good, Available, Staged, Hurt, Hold, and Blocked. Monitor inventory health at a glance.

Advanced Filtering

Filter products by any column including SKU, UPC, description, quantities, supplier, category, dates, and more.

Bulk Actions

Select multiple products and perform actions like printing labels, changing pick style, or updating editing permissions.

Product Editing

Edit product details including dimensions, weight, case quantity, serial tracking, pick style, and harmonization codes.

Export Data

Export catalog data to CSV or Excel format for reporting, analysis, or integration with other systems.

Accessing Catalog Management

1. Navigate to Catalog

   Click Inventory from the warehouse menu, then select Catalog (or navigate to /cataloglist.php). The page loads showing all products in your catalog.

2. View Catalog Table

   Browse the table showing product information: Account, Picture, SKU, UPC, Description, quantities by status, dimensions, supplier, and more.

3. Apply Filters

   Use column filters below headers to narrow down products by any criteria.

4. Customize View

   Use the column selector to show or hide columns based on your needs.

Key Features

Catalog Table Columns

The Catalog Management table displays comprehensive product information:

Product Identification:

• Account - Company/account name (CompanyName)
• Picture - Product thumbnail image (if available)
• SKU - Product SKU identifier
• UPC/Barcode - Product UPC or barcode
• Description - Product description

Inventory Quantities:

• QtyGood - Quantity in good condition (available for picking)
• QtyAvailable - Available quantity (QtyGood minus QtyHold)
• QtyStaged - Quantity staged/reserved for orders (QtyReserved)
• QtyHurt - Quantity damaged or hurt
• QtyHold - Quantity on hold (not available)
• QtyBlocked - Quantity blocked from picking

Product Details:

• Weight/Dim - Product weight and dimensions (Weight, Length x Width x Height)
• CaseQty - Case quantity (units per case)
• Serial# - Serial number tracking setting:
  • Out - Track serials when shipping out
  • In/Out - Track serials when receiving and shipping
  • No - No serial tracking
• Supplier - Supplier name (SupplierNick)
• Model# - Product model number
• Manufacturer - Product manufacturer
• Category - Product category
• PickStyle - Picking style preference (see Pick Styles section)
• Tags - Product tags for organization

Product Values:

• Declared Value - Product retail/declared value (Retail)
• Harmonization - HTS (Harmonized Tariff Schedule) code
• CountryOfOrigin - Country of origin

Dates:

• DateCreation - Product creation date
• LastUpdated - Last update timestamp (updated_at)

Understanding Quantity Statuses

QtyGood:

• Total quantity in good condition
• Available for picking (unless on hold or blocked)
• Base inventory quantity

QtyAvailable:

• Calculated as QtyGood minus QtyHold
• Shows actual available quantity for new orders
• Updates automatically when hold quantities change

QtyStaged (QtyReserved):

• Quantity reserved/staged for orders in processing
• Not available for new orders
• Released when orders ship or cancel

QtyHurt:

• Quantity damaged or hurt
• Not available for picking
• Requires correction or disposal

QtyHold:

• Quantity on hold (various reasons)
• Not available for picking
• Reduces QtyAvailable

QtyBlocked:

• Quantity blocked from picking
• Not available for orders
• Requires unblocking action

Filtering Products

Filter catalog products using advanced column filters:

Available Filters:

• Account - Filter by company/account name
• Picture - Filter by products with/without images (if view_filtering enabled)
• SKU - Text filter to find specific SKUs
• UPC/Barcode - Text filter to find specific UPCs
• Description - Text filter to search descriptions
• QtyGood - Range filter (Min/Max) for good quantity
• QtyAvailable - Range filter for available quantity
• QtyStaged - Range filter for staged quantity
• QtyHurt - Range filter for hurt quantity
• QtyHold - Range filter for hold quantity
• QtyBlocked - Range filter for blocked quantity
• Weight - Range filter for product weight
• CaseQty - Exact match filter for case quantity
• Serial# - Text filter for serial tracking
• Supplier - Text filter for supplier name
• Model# - Text filter for model number
• Manufacturer - Text filter for manufacturer
• Category - Text filter for category
• PickStyle - Text filter for pick style
• Tags - Text filter for tags
• Declared Value - Exact match filter for retail value
• Harmonization - Text filter for HTS code
• CountryOfOrigin - Text filter for country
• DateCreation - Date range filter for creation date
• LastUpdated - Date range filter for update date

Using Column Filters:

1. Locate Filter Box

   Find the filter input box below each column header.

2. Enter Filter Value

   Type your search value in the filter box. Filters apply automatically after typing stops.

3. Use Range Filters

   For quantity and weight columns, enter minimum and maximum values in the range filter boxes.

4. Use Date Filters

   For date columns, select date range using date picker.

5. Combine Filters

   Multiple filters work together (AND logic) to narrow results further.

6. Clear Filters

   Clear individual filters or refresh page to reset all filters.

Customizing Column Visibility

Show or hide columns to customize your view:

1. Open Column Selector

   Click the column selector dropdown button (shows “Hide columns”).

2. Toggle Columns

   Check or uncheck columns to show or hide them:

   • Account - Company name
   • Picture - Product images
   • SKU - Product SKU
   • Upc/Barcode - Product barcode
   • Description - Product description
   • QtyGood - Good quantity
   • QtyAvailable - Available quantity
   • QtyStaged - Staged quantity
   • QtyHurt - Hurt quantity
   • QtyHold - Hold quantity
   • QtyBlocked - Blocked quantity
   • Weight/Dim - Weight and dimensions
   • CaseQty - Case quantity
   • Serial# - Serial tracking
   • Supplier - Supplier name
   • Model# - Model number
   • Manufacturer - Manufacturer
   • Category - Product category
   • PickStyle - Pick style
   • Tags - Product tags
   • Declared Value - Retail value
   • Harmonization - HTS code
   • CountryOfOrigin - Country of origin
   • DateCreation - Creation date
   • LastUpdated - Update timestamp

3. Save Preferences

   Column visibility preferences are saved automatically for your user account.

Bulk Actions on Products

Select multiple products and perform actions on them:

Selecting Products:

1. Select Individual Products

   Check the checkbox next to each product row to select it.

2. Select All Products

   Check the Select All checkbox in the table header to select all visible products.

3. View Selection

   Selected products are highlighted. The selection persists as you navigate pages.

Available Bulk Actions:

Click the Actions dropdown button to access bulk actions:

Product Actions:

• Print Labels - Print product labels for selected products
• Change Pick Style - Update pick style for selected products

Update Permissions:

• Deny Editing - Prevent editing of selected products
• Allow Editing - Allow editing of selected products

Performing Bulk Actions:

1. Select Products

   Check the boxes next to products you want to act on.

2. Choose Action

   Click Actions dropdown and select the desired action.

3. Follow Prompts

   Some actions require additional information (e.g., pick style selection, label options).

4. Confirm Action

   Follow prompts to confirm the action.

5. Review Results

   System shows success message or any errors encountered.

Editing Products

Edit product details directly from the catalog:

1. Open Edit Modal

   Click the edit icon or action button on a product row.

2. Edit Product Fields

   Update product information:

   • SKU - Read-only (cannot be changed)
   • UPC - Product barcode
   • Description - Product description
   • Weight - Product weight
   • Length, Height, Width - Product dimensions
   • Case Qty - Units per case
   • Serial# - Serial tracking setting (Out, In/Out, No)
   • Model# - Model number
   • Harmonization - HTS code (alphanumeric and period only)
   • Pick Style - Picking style preference

3. Save Changes

   Click Update to save changes.

Serial Number Editing

To edit serial number tracking, QtyGood must be 0. Products with inventory cannot have serial tracking changed.

Harmonization Code

Harmonization codes accept only alphanumeric characters and periods. Special characters are automatically removed.

Understanding Pick Styles

Pick styles determine how products are picked from bins:

Available Pick Styles:

• Standard Max Efficiency (0) - Default picking method for maximum efficiency
• Save Space (empty bins) (1) - Prioritize emptying bins to save space
• FIFO: Pick First In First Out (2) - Pick oldest inventory first
• LIFO: Pick Last In First Out (3) - Pick newest inventory first
• FEFO: Pick First Expire First Out (4) - Pick items expiring soonest first
• FLFO: Pick First Lot# First Out (5) - Pick lowest lot numbers first
• LLFO: Pick Last Lot# First Out (6) - Pick highest lot numbers first
• BIN_ASC: Bin ascending (7) - Pick from bins in ascending order
• BIN_DESC: Bin descending (8) - Pick from bins in descending order

Changing Pick Style:

1. Select Products

   Check the boxes next to products you want to update.

2. Open Change Pick Style

   Click Actions → Change Pick Style.

3. Select Pick Style

   Choose the desired pick style from the dropdown.

4. Save Changes

   Click Save to update pick style for all selected products.

Printing Product Labels

Print labels for selected products:

1. Select Products

   Check the boxes next to products you want to print labels for.

2. Open Print Labels

   Click Actions → Print Labels.

3. Configure Label Options

   Select:

   • Label Size - 4x1, 4x6, or 6x4 inches
   • Code Type - ProductID, SKU, UPC, Opt1, or Barcode
   • Quantity - Number of labels per product

4. Generate Labels

   System generates PDF with labels ready for printing.

5. Print

   Use browser print function to print labels.

Viewing Product Details

Expand product rows to see detailed information:

Expandable Details:

• Bins - View all bins containing this product
• POD (Point of Distribution) - View distribution center quantities
• History Hub - View quantity history by distribution center

Expanding Details:

1. Find Product Row

   Locate the product you want to review.

2. Expand Row

   Click the expand icon (plus/minus) in the first column to expand details.

3. View Details

   See detailed tables showing bins, POD quantities, or history.

4. Filter Details

   Use filters within detail tables to narrow information.

5. Collapse Row

   Click the expand icon again to collapse and hide details.

Inventory Alerts

Catalog Management shows inventory alerts at the top:

Available Alerts:

• Oversold - Products with negative UnitsInStock (shown in red)
• Reorder Level Alerts - Products at reorder levels (shown with flag icons):
  • Red flag - Critical reorder level (ReorderLevel = 3)
  • Orange flag - Medium reorder level (ReorderLevel = 2)
  • Yellow flag - Low reorder level (ReorderLevel = 1)

Using Alerts:

1. View Alert Icons

   Check the top of the page for alert icons showing counts.

2. Click Alert

   Click on an alert icon to filter products matching that alert condition.

3. Review Products

   Table filters automatically to show only products matching the alert.

4. Take Action

   Review products and take appropriate action (reorder, investigate, etc.).

Export Options

Export catalog data for reporting or analysis:

CSV Export:

1. Apply Filters (Optional)

   Set up any filters you want to include in the export.

2. Export CSV

   Use the export button (if available) or browser export function to download CSV file.

3. Open File

   Open the CSV file in Excel or other spreadsheet application.

Excel Export:

1. Apply Filters (Optional)

   Set up any filters you want to include in the export.

2. Export Excel

   Use the export button (if available) to download Excel file.

3. Open File

   Open the Excel file with all formatted data including separate columns for weight, length, width, height.

Complete Export:

• Click Complete export button to export all catalog data (not filtered)
• Downloads complete product catalog in Excel format

Inventory Export:

• Click Inventory Export button to export inventory-specific data
• Includes quantity and inventory-related fields

Quick Links

Access related warehouse features directly from Catalog Management:

• Procedures - View and manage warehouse procedures
• Locations - Manage warehouse locations
• Serials - Serial number management
• History - View product history (binmirror.php)
• Transfer - Transfer products between distribution centers (if logistic centers enabled)
• Item Substitute Manager - Manage product substitutes

💡 Best Practices

Use Filters Effectively

Start with SKU or Description filters to find specific products quickly. Use quantity filters to identify low stock or oversold items.

Monitor Quantity Statuses

Regularly review QtyStaged, QtyHold, and QtyBlocked to ensure inventory is available for orders. Clear holds and blocks when appropriate.

Set Appropriate Pick Styles

Configure pick styles based on product characteristics. Use FIFO for perishables, FEFO for expiration-sensitive items.

Use Bulk Actions

Select multiple products for bulk operations like changing pick styles or printing labels to save time.

Review Alerts Regularly

Check inventory alerts daily to identify oversold items and products at reorder levels. Take action promptly.

Export for Backup

Export catalog data regularly for backup and analysis. Use filters to export specific subsets when needed.

Troubleshooting

Can’t Access Catalog Management

Problem: Catalog Management page doesn’t load or shows access denied.

Solutions:

1. Verify you have user level 2 (warehouse user) permissions
2. Ensure you’re logged in with appropriate user level
3. Check if catalog feature is enabled
4. Try refreshing the page
5. Contact administrator if access issues persist

No Data in Table

Problem: Catalog table is empty or shows no products.

Solutions:

1. Clear all filters - you may have filters excluding all products
2. Check if products exist in your account
3. Verify you’re viewing the correct account
4. Check if products are discontinued (filter shows only active products by default)
5. Try resetting filters or refreshing the page

Filters Not Working

Problem: Applied filters don’t show expected results.

Solutions:

1. Wait for filter delay - filters apply automatically after typing stops
2. Verify filter values are correct (check spelling, format)
3. Clear all filters and reapply one at a time to identify the issue
4. Check if multiple filters are conflicting
5. Refresh the page and reapply filters

Can’t Edit Products

Problem: Edit button doesn’t work or products can’t be edited.

Solutions:

1. Check if editing is allowed for the product (check update permissions)
2. Verify you have edit permissions
3. Ensure product is not locked or restricted
4. Try refreshing the page
5. Check browser console for JavaScript errors

Bulk Actions Not Working

Problem: Bulk actions don’t execute or show errors.

Solutions:

1. Verify products are selected (checkboxes checked)
2. Ensure you have permissions for the action
3. Check if action is valid for selected products
4. Review error messages for specific issues
5. Try selecting fewer products at once
6. Refresh page and try again

Labels Won’t Print

Problem: Print labels action doesn’t work or generates errors.

Solutions:

1. Verify products are selected
2. Check if label options are configured correctly
3. Ensure code type is valid for selected products
4. Try printing labels for fewer products
5. Check browser popup blockers
6. Verify PDF generation is working

Export Not Working

Problem: Export buttons don’t appear or don’t work.

Solutions:

1. Verify export feature is enabled in your system
2. Check if you have export permissions
3. Ensure filters are applied correctly before exporting
4. Check browser popup blockers
5. Try exporting a smaller subset of data
6. Contact administrator if export feature is not available

Quantity Statuses Show Incorrectly

Problem: Quantity statuses don’t match expected values.

Solutions:

1. Refresh the page - quantities update from database
2. Check if orders are in processing (affects QtyStaged)
3. Verify hold and block quantities are correct
4. Review product history for quantity changes
5. Contact administrator if quantities consistently incorrect

Related Documentation

Next Steps:

• Warehouse Overview - View inventory by bins and locations
• Bin Management - Manage bin locations and operations
• Locations - Manage warehouse locations
• Serials Management - Track serial numbers

Related Features:

• Receiving - Receive inventory into warehouse
• Replenishments - Replenish inventory levels
• Picking Operations - Pick orders using configured pick styles