Catalogs

The Catalogs section in the SETTINGS page allows you to create, rename, or remove the catalogs associated with your HubRise Account.

To make changes to the products within a Catalog, you'll need to link your HubRise Account to third-party apps. Alternatively, you can use our Catalog Manager app, a free app included in your HubRise subscription. For further details, see Catalog Manager.

The rules for Catalogs are as follows:

• By default, Accounts define one Catalog named after the Account. Locations do not have a Catalog defined by default.
• An Account must have at least one Catalog. If you attempt to delete the last Catalog of an Account, an error notification will be displayed.
• You can create as many Catalogs as you need. For example:
  • You can create a test Catalog to be used without impacting production.
  • You can create Catalogs for a Location that offers different products than other Locations.

Add a Catalog

To add a catalog, follow these steps:

1. Select SETTINGS.
2. To add the Catalog at Account level, verify that All locations is selected. To add it to a Location, select the Location from the Location dropdown.
3. From the Catalogs section, click Add a catalog.
4. Enter the name for the catalog. If you only have one Catalog, we recommend using your Account or Location name. If you have multiple Catalogs, use a descriptive name, such as Website or Food platforms. Do not include Catalog in your catalog name. For example: use Fast Pizza, not Fast Pizza Catalog.
5. Click Create to save the new catalog.

Catalog Details

The following information is displayed in the SETTINGS > Catalogs section:

• Name: The name of the catalog, followed by its unique identifier. This unique identifier does not change even if the name of the catalog is changed. For example: The catalog Baker Street would be displayed as Baker Street - abc123. If the catalog Baker Street is renamed to Dunning Street, it will be displayed as Dunning Street - abc123.
• Created: The date the catalog was created in HubRise.
• Products: The number of products included in this catalog. To view catalog details, see Catalogs.

To view the contents of a Catalog, click the name of the Catalog. It will connect you to the DATA > Catalog screen for the specific Catalog.

Rename a Catalog

Catalogs can be renamed to reflect special needs, such as labeling a Catalog for testing purposes, or for the products offered by a specific Location or solution. Changing the name of a Catalog does not affect the apps that use it.

To change the name of a Catalog:

1. Select SETTINGS.
2. In the Catalogs section, click the edit icon for the catalog to edit.
3. Enter the new name for the Catalog.
4. Click Update to save the new settings.

Changes to the Catalog in HubRise do not affect the list of products in connected apps. Changes to the products lists, descriptions, and prices are always performed by the connected app.

Remove a Catalog

Catalogs can be removed from HubRise when the following criteria are met:

• There are no active connections to the Catalog from any app.
• The last Catalog available at Account level cannot be removed.

Removing a catalog from HubRise does not affect the product list in third party apps.

To remove a catalog:

1. Select SETTINGS.
2. In the Catalogs section, click the remove icon for the catalog to delete.
3. Click Delete to confirm the removal of the catalog.