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Gearflow for dealers · Settings

Item catalog

The item catalog holds each part you sell: list price, lead time, weight, dimensions and a photo. You load it from one spreadsheet. A quote line can then pick a part from it, at the customer's price.

Who sees it: dealer and broker accounts only. Gearflow sets the account type; you cannot change it. On such an account, a person who can fulfil parts requests sees the catalog. Admins and parts reps open it from the main menu: Item catalog, beneath Inventory.

#Why this exists

A rep who quotes from memory or from another system types each part number and price again. With the catalog loaded, the rep clicks Find in catalog on a quote line, and Gearflow fills in the part number, description and price. The price is the list price less the customer's discount (see Customers).

#What you see

The page lists your items with the columns Photo, Part number, Description, List price, Lead time, Weight and L × W × H. A blank value shows "—". Search by part number or description. A long catalog shows the first items by part number; search to find any other.

Download your catalog gives you the whole catalog as a CSV. Import items opens the import page.

#Load or change items

You add and change items only by import. The page has no form to type one item.

  1. Click Import items.
  2. Click Download CSV template (it reads Download blank template once the catalog has items), or Download your catalog to start from what you have.
  3. Fill in one row for each part. The columns are:
Column Required What it holds
mpn Yes The part number.
description No The description.
list_price No Dollars, zero or more, whole cents. "$" and commas are accepted.
lead_time_days No Whole days, zero or more.
weight_lb No Pounds, more than zero.
length_in, width_in, height_in No Inches, more than zero.
  1. Upload the file (one .csv, up to 10 MB).
  2. Read the report under Latest import. Created counts new items, Updated counts items your file changed, and Skipped counts rows that asked for no change. If rows failed, click Download the rows that didn't land to get them with the reason, fix them and import again.

Rules of the import:

#Add a photo

Click the item's Photo cell. Click Select photo, or drag an image onto the panel (JPG, PNG, GIF or WEBP, up to 5 MB). Click Remove photo to take it off, then Done.