View and Manage Catalogs
View, edit, or delete your customer-specific catalogs.
Click on the Catalogs tab on the main menu. The Catalogs page appears.
From the Select Customer drop-down list in the top right corner, select the customer whose catalogs you want to see.
When you visit the page again, it shows you the catalogs for the customer you selected last time.
The Catalogs table shows the following information for all the catalogs you created for the selected customer.
| Column | Description |
|---|---|
| Catalog Name | Name of the catalog. Click on it to view the catalog. |
| Created Date | Date when the catalog was created. |
| Submitted Date | Date when the catalog was submitted. |
| Start Date | Date when the catalog becomes effective. |
| Expiration Date | Date when the catalog expires. |
| Status | Current status of the catalog. For more information, see the catalog status list below. |
| Unanswered Comments | Your comments on the catalog for your customer. Also, your customer's comments that you need to respond to.
You can see all your customer's comments or add your comments for the customer when you open the catalog. |
| Actions |
Click on the icons for the following actions:
You can edit only draft catalogs. You can delete catalogs in draft or awaiting/pending approval status. |
- Edit the catalog.
- Delete the catalog.| Status | Description |
|---|---|
| Accepted | The catalog has been accepted by your customer, and all the items in it are now available for purchase within Coupa. |
| Awaiting/Pending Approval | The catalog has been received by your customer, but it has not gone through the approval chain yet. |
| Draft | The catalog has been created, but may be missing information necessary to send it to the customer. |
| Error | Something is wrong with the catalog. Contact your customer to get the catalog back on track. |
| Rejected | The catalog has been rejected. Contact your customer to find out why, and then resubmit. |
You can export the catalogs table in CSV or Excel format.
You can filter the table by columns, use the search bar to filter with a search term, or click on the View drop-down list to perform advanced filtering. For more information, see Create Custom Views.