Catalogue

Create a Product Catalogue
DSD suppliers who are manually entering invoices should create a product catalogue. This will save you valuable time when you are creating your invoices. Click on New → Sobeys Ontario Detailed Invoice DSD → OK. From the top menu, click on Catalogue. Click on Add. Enter data that doesn't change between invoices. Take note: The quantity, UOM and pack info should be left blank if they will change on every invoice. Note that the pack (quantity) is conditional. If you invoice by variable weight, enter the amount of cases shipped. The pack size and UOM is optional. Allowance/Charge: If you always give the same allowance or a charge on the product, enter it in the catalogue. Click on Add (bottom right). Choose an indicator. Choose a type. Enter the amount. The description is optional. Click on Save. Click on Draft to save the item. If you have another item to add, repeat these steps. Click on Save to save the catalogue. Edit Catalogue Items Select the item and click on Edit OR double-click on it to open it. Make your changes and click on Save. Click on Save again to save the catalogue. Delete Catalogue Items: From the list of catalogue items, select the item and click on Delete. NOTE: Changes made when adding a catalogue item to an invoice will not change the data that is in the catalogue. All modifications or deletions must be done from the catalogue.

Create a Product Catalogue

DSD suppliers who are manually entering invoices should create a product catalogue. This will save you valuable time when you are creating your invoices.

Click on New → Sobeys Ontario Detailed Invoice DSD → OK.
From the top menu, click on Catalogue.
Click on Add.
Enter data that doesn't change between invoices. Take note:
- The quantity, UOM and pack info should be left blank if they will change on every invoice. Note that the pack (quantity) is conditional. If you invoice by variable weight, enter the amount of cases shipped. The pack size and UOM is optional.
- Allowance/Charge: If you always give the same allowance or a charge on the product, enter it in the catalogue.
  - Click on Add (bottom right).
  - Choose an indicator.
  - Choose a type.
  - Enter the amount.
  - The description is optional.
  - Click on Save.
- Click on Draft to save the item. If you have another item to add, repeat these steps.
- Click on Save to save the catalogue.

Edit Catalogue Items

Select the item and click on Edit OR double-click on it to open it.
Make your changes and click on Save.
Click on Save again to save the catalogue.

Delete Catalogue Items: From the list of catalogue items, select the item and click on Delete.

NOTE: Changes made when adding a catalogue item to an invoice will not change the data that is in the catalogue. All modifications or deletions must be done from the catalogue.