If you're using the Notch Ordering app, this article will be a helpful resource for setting up your suppliers and managing your catalogs, making it easier for you to place orders.
Create your suppliers
- If you mainly use the Notch app to place orders and manage the catalogs, it’s recommended to create new suppliers from the "Home" page.
- If you only use the Notch app to manage bills and inventory integrations, it’s recommended to create new suppliers from the "Bills" page.
- Alternatively, one of the Notch specialists can assist you in linking an existing supplier and its catalog.
To create a supplier from the "Home" page
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On the "Home page", click “Add Supplier” on the upper right corner.
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Click “Create new supplier” if you wish to create a brand new self-managed supplier catalog.
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Enter the “Supplier Name” and “Supplier’s email address” (supplier phone number is optional) and click “Save”.
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Once you are returned to the Home Page, find the new supplier and click the purple “Setup Catalog” button.
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You will have 3 options to add new items to your catalog “Request a price list/catalog”, “Add items myself”, or “All of the above” and click “Next”.
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Move on the the next step, you can choose “Upload files (e.g invoices, catalogs)” or “Create items manually”.
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To create items manually, please enter “Name”, “Description (optional)”, “Unit of measure”, “Price per each (optional)”, “Category”, “SKU/Product ID”, and click “Create”.
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Once completed adding new items, click “Done” on the lower right corner.
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You can start ordering once you are returned to your Home Page!
Import your own supplier catalogs
Then, let's add the product catalog to your suppliers.
On the Home Page → select [...] on the supplier you wish to manage → click "Manage Catalog"
You are now on the supplier products page, select "Upload a catalog" on the top right of your screen.
The "Upload a catalog" pop-up will appear, please select Download and choose from the following templates:
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Microsoft Excel
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Apple Numbers
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Google Sheets
Once you have downloaded the template, manage your catalog →save in the given template and upload it to notch.
When your catalogs are set, you will be able to:
- Bulk delete products
- Blk add items to an existing order guide, or to a brand new order guide
- Edit individual products
- Create new products quickly
- Sort supplier products
- Choose the supplier catalog that you want to manage
- Easily search for the products that you wish to edit
How to bulk edit supplier catalog
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On the notch website, select Home Page, and find the supplier you would like to manage, select [...], then Manage Catalog
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From the supplier products page, select "Export" on the top right of your screen
3. The supplier catalog .csv file will now be downloaded to your computer
4. Open the file using your program of choice (Excel, Numbers or Google Sheets) → Edit
5. When changes are completed, select File → save → Comma Separated Value. See our help guide for more details on how to save your file as a CSV.
6. You are now ready to upload your updated supplier catalog into notch
This method can come in handy if you are making changes to a bulk of items.
To create a supplier from the "Bills" page
- Go to the "Bills" or "Uploads" page and click the "Upload" button in the top right corner.
- In the "Upload a Bill" window, click the arrow to expand the dropdown menu of the supplier list.
- Scroll to the bottom and select the "Create a New Supplier" option.
- Fill out the supplier name and contact email address, then click "Create" once everything is set.
Suppliers created using this method won't appear on the "Home" page for the ordering feature. If you have any questions or need assistance, feel free to reach out to a Notch support specialist.
How to add a product to the shopping cart from Order Guide
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On your Home Page, please select your supplier and click “Shop”.
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Click the arrow next to “Full Catalog”, and you will see a list of your Order Guides.
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Click into the Order Guide.
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Click the “+” icon next to the item with the desired quantity, and click “Add to cart”.
How to remove items from "All Saved Products" and Order Guides
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On your Home Page, please select your supplier and click “Shop”.
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Click the arrow next to “Full Catalog” and select “All saved products”.
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Click the “Bookmark” icon next to the item you want to remove and select “Unsave product”.
How to add new Item to my supplier catalog
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On your Home Page, find the supplier and click the “…” icon.
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Click “Add products”.
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Click “+ Create another item” and enter the product information.
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Once completed, click “Create”.
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Click the “X” icon on the upper left corner to return to home page.
How to add products to my Order Guide from "All saved products"
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On your Home Page, please select your supplier and click “Shop”.
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Click the arrow next to “Full catalog” and go to “All saved products”.
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Click the “Bookmark” icon next to the item and select “Add to guide”.
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Choose the order guide you wish to save this item to and click “Save” to complete.
How to add products to my Order Guide from Supplier Catalog
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Click “Shop” on the left side menu bar.
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Find the item and click the “Bookmark” icon next to the item, you will see a pop-up on the bottom, and click “Edit”.
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From the list of your Order Guides, check the one you wish to add the item to, and click “Save”.
How to create a new Order Guide
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Click “Shop” on the left side menu bar
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Click the arrow next to “Full Catalog”, find “Order Guides”
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Click the “Create” button to create a new Order Guide
How to remove products from my Order Guide
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On your Home Page, please select your supplier and click “Shop”.
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Click the arrow next to “Full Catalog”, select the Order Guide from your list.
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Click the “Bookmark” icon next to the item, and click the red “Remove from favourites”.
How to edit items in supplier catalog
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On your Home Page, find the supplier and click the “…” icon.
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Click “Add products”.
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Find the item you would like to edit and click the “…” icon next to the item and select “Edit”.
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Once the information is updated, click “Save” to save the changes.
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Click the “X” icon on the upper left corner to return to home page.
How to rename Order Guides
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On your Home Page, find the supplier and click “Shop”.
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Click the arrow next to “Full Catalog” to view a list of order guides.
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Find the order guide that you wish to rename, click the “…” icon and click “Rename”.
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Click “Save” once a new name is added or exit to discard the changes.
How to save items to "All saved products"
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On your Home Page, please select your supplier and click “Shop”.
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Under “Full catalog”, click the “Bookmark” icon next to the items you want to save.
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Click the arrow next to “Full catalog” and select “All saved products”
How to search on the platform
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Click “Shop” on the left side menu bar
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You will see the “Search” bar located on the upper left corner of the screen
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Type the item name to the search bar.
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Please reset your "Filters" setting if needed.
How to view All Saved Products
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On your Home Page, please select your supplier and click “Shop”.
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Click the arrow next to “Full Catalog” and select “View all saved products”.
How to view Full Supplier Catalog
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Click “Shop” on the left side menu bar
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If you are in the “Full Catalog” collection, you can view the entire supplier catalog
How to view my Order Guides
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On your Home Page, please select your supplier and click the “Shop” button.
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Click the arrow next to “Full Catalog”, and you will see a list of your Order Guides.
