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Topic · 17 guides

Catalog

Categories, vendors, options and templates, and how they reach Shopify.

  • 17 guides
  • About 86 minutes in all
  • Updated 3 Nov 2026
Start with How the catalog fits together

Seven guides, in the order you’ll use them

I want to set up my catalog
  1. GUIDE 1 · 6 MIN

    How the catalog fits together

    See how templates, options, bundles, categories, vendors and Shopify products fit together, and what saved quotes keep when the catalog changes.

    Start guide 1

    YOU’LL BE ABLE TO

    • Name what each catalog piece is for: template, option, bundle, category, vendor, order field, fee and Shopify product
    • Follow how an option reaches an order line through a bundle and a template
    • Tell how a Shopify product on a quote differs from a template line
  2. GUIDE 2 · 5 MIN

    Set up categories

    Build a category tree up to three levels so staff can find templates, then rename, move or delete categories knowing what happens to templates.

    Start guide 2

    YOU’LL BE ABLE TO

    • Create a top-level category and subcategories up to three levels deep
    • Set a category's terms, signature and deposit rule, colour and commission code
    • Rename a category or drag it under another parent
  3. GUIDE 3 · 5 MIN

    Set up vendors

    Add the vendors who make your products, with the email POs go to and their order minimums, bring them in from Shopify, and switch off old ones.

    Start guide 3

    YOU’LL BE ABLE TO

    • Add a vendor with the email its purchase orders go to and its contact details
    • Set a vendor's order minimums and choose whether they block sending
    • Bring in every vendor your Shopify products use
  4. GUIDE 4 · 6 MIN

    Create options and values

    Create a shared option such as Fabric, pick its type, add the values customers choose with prices, costs and images, and archive it when it retires.

    Start guide 4

    YOU’LL BE ABLE TO

    • Create a shared option and choose the right type for it
    • Add values with a default price, cost, lead time, image or colour
    • Rename, reorder or delete values, and set what customers see
  5. GUIDE 5 · 6 MIN

    Group options into bundles

    Group options into a bundle so many templates offer the same set in the same order and follow it when it changes, then remove options or delete it.

    Start guide 5

    YOU’LL BE ABLE TO

    • Create a bundle and put its options in the order customers see them
    • Choose for each option whether it is required and which values the bundle offers
    • See which templates follow the bundle and which changed something
  6. GUIDE 6 · 6 MIN

    Create a product template

    Create a product template with configurable options, prices and vendors, then activate it for quotes, orders and POS.

    Start guide 6

    YOU’LL BE ABLE TO

    • Add a product template as a draft from Products
    • Attach bundles and options, then choose which values this template offers and at what price
    • Choose the vendors who make it, or offer every vendor
  7. GUIDE 7 · 5 MIN

    Manage product templates

    Find templates on the Products list, edit a template page, and activate, deactivate, duplicate, pin, lock or delete a template.

    Start guide 7

    YOU’LL BE ABLE TO

    • Find a template with the Products tabs, search and filters
    • Edit a template page and save it with the save bar
    • Activate a draft, or deactivate a template to take it off sale

For when you need them

Basics

The everyday jobs, start to finish.

Advanced

Setup done once, and the power-user jobs.

Situations

The same features, used for a different job.

Other topics

Get startedQuotes and ordersPayments and signaturesShowroom (POS)PurchasingInventory and costsStatuses and workflowCustomers and portalOnline storeEmails and messagesBrandingWarranty and serviceTeam and permissionsSettings and integrationsReports

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