Create a Catalog item

Use Add item to create one offer. The same sheet starts products, services, memberships or access, resources, and everything else in your Catalog.

Create the item

1. Open Catalog.
2. Choose Add new.
3. Pick what the customer receives.
4. Fill in the details for that type.
5. Open any of the item settings you need, on the right.
6. Choose Review, then Create draft — or Create and publish.

Everything you fill in is saved with the item, in one action. You do not have to create it first and come back for the rest.

Item settings

The panel on the right lists the same areas the item editor offers, under the same names and groups, with Search settings above them. Item settings on a Catalog item explains the list.

Switch one on and it opens as a tab beside Details. Use + Item settings to hide or reshow the list.

Each area opens on what it already inherits from the type, so switching one on changes nothing by itself. Switch it off again and nothing is written.

What each type opens for you

The type you choose opens the areas it usually needs. These are suggestions — turn any off, or turn others on.

• Product for sale — Resources, Payment, Public placement.
• Service — Payment.
• Appointment or session — Rules and availability, Payment.
• Quote-based service — Billing and invoicing, Resources. A quote becomes an invoice.
• Plan or programme — Billing and invoicing, Payment, Rules and availability. It bills again and again.
• Ticket or access pass — Public placement, Payment, Rules and availability.
• Digital resource — Resources, Public placement. The file is the offer.
• Regulated products — Billing and invoicing, Resources, and Rules and availability, which is required.

Reference codes

Give Qyra the code, then check Reference code in its preview. Choose that edit option to change it.

Codes are unique, ignoring capital letters. Product SKUs use the same code; variant SKUs stay separate.

Images and files

For a product, the Product image is one main image, on the Details tab. Use Hide to fold it away while you type.

Everything else — more images, documents, questions and articles — belongs to Resources.

Save, create, or publish

Save draft on the Details tab creates the item as soon as it has a name. Review checks everything first, and is the only way to publish.

Create and publish appears when you have permission to publish and the type is not regulated. A regulated item is published only after someone other than its author approves it.

Publishing runs a readiness check. If something is missing, the item is still created as a draft and the message says what stopped it.

Nothing half-made

The item and its settings are written together. If any setting is refused, nothing is created at all: the sheet stays open and the message says what was refused. A payment rule that no longer exists and a survey that was unpublished both do this.

Closing the sheet with work in it asks first. Nothing is saved until you create the item.

After creation

The item opens in the Catalog item editor, with the same seven areas under the same names. Anything you settled here is already there.

When it doesn't do what you expected

Create is greyed out. An area you switched on is unfinished — a Resources row with no file chosen, or an override with nothing selected. Review lists what to fix.

"Create and publish" isn't there. You do not have publish permission, or the item is regulated and needs approval first.

It was created but not published. Readiness refused it; the message names the reason.

Nothing was created. A setting was refused. Nothing is left behind — correct it and create again.

Use Import CSV for many items at once. They arrive as drafts.

Related

• Manage offers in your Catalog
• Set up Catalog type settings
• Who can see and hold a Catalog item