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Add Catalogue To Templates In ReadyTeam

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Quick guidde​

This demo showcases how to efficiently add catalogue data to a template within Readyteam.

Go to app.readyteam.ai​

1. Select User Section​

Click the user section to begin managing your template settings.

Select User Section

2. Open System Settings​

Navigate to System Setting to access configuration options for templates.

Open System Settings

3. Access Template Setup​

Click Template Setup to manage and customize your document templates.

Access Template Setup

4. Enter Catalogue Section​

Select Catalogue to view and edit catalogue-related template data.

Enter Catalogue Section

5. Choose Template​

Click Letter Boxes Template to modify the specific template for letter boxes.

Choose Template

6. Click Create Categories​

Click Categories to create catalogue categories within the template.

Click Create Categories

7. Enter Catalogue Category​

Choose the Catalogues Category to specify the category for your catalogue data.

Enter Catalogue Category

8. Add New Category​

Click Add to include the new category in your template setup.

Add New Category

9. Proceed To Next Step to add item in that Category​

Click here to continue with the catalogue data entry process.

Proceed To Next Step to add item in that Category

10. Enter item description​

Enter catalogue item description.

Enter item description

11. Select Type​

Select type of catalogue item.

Select Type

12. Enter Quantity​

Enter Qty to specify the quantity for the catalogue item.

Enter Quantity

13. Select UOM​

Select UOM to specify the UOM for the catalogue item.

Select UOM

14. Enter Unit Cost​

Enter Unit Cost (Ex) to enter the cost per unit excluding taxes.

Enter Unit Cost

15. Select Project​

Select Project to associate the catalogue item with a specific project.

Select Project

16. Select Suppliers​

Select suppliers to associate the catalogue item with a specific suppliers.

Select Suppliers

17. Enter UOM Min​

Enter UOM Min to specify the minimum unit of measure for the item.

Enter UOM Min

18. Enter UOM Inc​

Enter UOM Inc to define the increment unit of measure for ordering.

Enter UOM Inc

19. Add Catalogue Entry​

Add Catalogue Item.

Add Catalogue Entry

This demo highlights how you can quickly add and configure catalogue data within Readyteam templates, improving your workflow efficiency. Start enhancing your template management by applying these steps today.