Setting Up Your Product Catalog
Build your price list before your team starts creating requests.
Setting Up Your Product Catalog
Category: Core Setup Slug: setting-up-your-product-catalog Description: How to get your product catalog ready for your team, covering categories, adding products individually, and bulk-importing a price list from CSV. shortDesc: Build your price list before your team starts creating requests.
Before anyone can create a discount request, the products being quoted need to exist in your catalog. This walks through the setup order and your two options for adding products.
Step 1 — Create your categories first
Every product belongs to a category, and the category is what sets the product's base List Price and any custom fields on the product form. Because of this, set up your categories before adding products.
- Click Categories in the sidebar.
- Click Add and give the category a name and base price.
- Optionally configure custom fields that should appear on products in this category.
See Product Categories Overview and Adding a Product Category for the full walkthrough.
Step 2 — Add your products
You have two ways to populate your price list, and you can mix both.
Option A: Add products one at a time
Good for a short list or adding items as they come up. Go to Manage Products, click Add, choose the product's category, and fill in its Part Number, Description, and other details. See Adding a Product.
Option B: Import products in bulk from CSV
Good for migrating an existing price list. On Manage Products, click Import from CSV file..., upload your file, and map its columns to DiscountFlow's product fields:
| Field | Notes |
|---|---|
| Part Number | Required — the product's unique identifier |
| Description | Product description |
| Model / Category | Must match an existing category name exactly — create your categories first |
| List Price | Base price |
| MSRP | Manufacturer's Suggested Retail Price |
| MOQ | Minimum Order Quantity |
| Tariff Surcharge | Tariff percentage, if applicable |
Because the category match is by exact name, importing works best once your categories from Step 1 already exist. See Importing Products from CSV for the full column-mapping walkthrough.
After your catalog is populated
- Review the product list on Manage Products — it's sorted by Part Number and supports inline filtering per column.
- Fix any entries that need correction using the edit action, or delete and re-add them.
- You can export your full list to CSV at any time from Manage Products — useful for backups or sharing with your team. See Exporting Products to CSV.
Your product catalog can be updated at any time — you don't need it fully complete before inviting your team, but requests can only reference products that already exist.