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Creating Sub-Folders In The Product Catalogue

The Product Catalogue feature in QuoteCloud helps your sales team quickly add your products & services to a sales quote. Create your own product catalogue and use sub-folders to organise your different product lines. 

By creating sub-folders your sales team will appreciate the ability to save time finding products.

QuoteCloud allows for three levels of categorisation in your product library:

  • Folder
    • Sub-Folder 
      • Sub-Folder 2

To create a sub-folder, first you need to go to your Product Catalogue by selecting Content Libraries > Products from within the QuoteCloud Dashboard.

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From the 'Manage Product Library' Dashboard you will see the products and folders that have previously been set up (if any).

Sub-Folders are created when inputting a new product item. To do this, click on the New Item button at the bottom left of the screen.

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When adding a new item, once the folder has been selected from the dropdown, the Subfolder option will become active.

To create a new subfolder, select the dropdown and click Add new subfolder, as shown below.

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Simply type in the title of your subfolder in the Subfolder Name field.

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Once the option of using subfolders has been chosen, a secondary subfolder (Subfolder 2) will appear. This is for the third level categorisation of your products.

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In this example the folders have been set up as per below. The subfolders in orange are also other categories that will also fall in to the subfolder 2 (3rd level).

  • Homewares (1st level)
    • Food (2nd level - subfolder 1)
      • Breakfast (3rd level - subfolder 2)
      • Lunch
      • Dinner
      • Dessert
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If you're unable to see your subfolder categories in the Product Library, you may need to edit the columns visible. 

Click on the Visible Columns button to adjust.

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Click on Subfolder and Subfolder 2 to make visible. All column fields highlighted in blue will be visible in the Library.

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As shown below, the new columns are now visible and filterable.

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Now, when in the Sales Quote Editor, the product library will be broken down in to the folders and subfolder for ease of access and usage.

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