> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your first catalog

> Set up a catalog to group products, configure pricing, and organize your sales offerings.

A catalog groups your products and configured products into a single collection. You can set validity dates, link pricebooks, and track where the catalog is used across your Qwoty configuration.

This guide walks you through creating your first catalog and configuring its core settings.

## Prerequisites

You must have the **Admin** role to create and configure catalogs.

## Access the catalog screen

<Steps>
  <Step title="Navigate to Products & Pricing">
    In the left side menu, click **Products & Pricing**.
  </Step>

  <Step title="Open Catalogs">
    Click **Catalogs** to view the catalog list.
  </Step>

  <Step title="Create a new catalog">
    Click **+ New catalog** at the top right.
  </Step>
</Steps>

## Configure general information

<Steps>
  <Step title="Name your catalog">
    Enter a **Name** that describes the catalog's purpose, such as `France Catalog` or `Premium Catalog`.
  </Step>

  <Step title="Add a reference">
    Enter an internal **Reference** code to identify the catalog in reports and integrations.
  </Step>

  <Step title="Set validity dates (optional)">
    Define **Valid from** and **Valid until** dates if the catalog applies to a specific time period. Leave blank for permanent catalogs.
  </Step>
</Steps>

<Tip>
  Validity dates are useful for seasonal catalogs or time-limited promotional offers.
</Tip>

## Add products to the catalog

<Steps>
  <Step title="Add configured products">
    In the **Collections** section, click the **Configured product** field and select any configured products you want to include. Selected products appear as tags.
  </Step>

  <Step title="Add standard products">
    In the **Related products** section, click **+ Add a product** and select products from the list. Each product displays its variant, reference, and billing type (One-off or Recurring).
  </Step>
</Steps>

<Note>
  You can also import products in bulk using the **Import** button, or export the current product list with **Export**.
</Note>

## Configure external identifiers

If you integrate Qwoty with external systems, enter the corresponding identifiers:

* **CRM ID**: Catalog identifier in your CRM
* **ERP ID**: Identifier in your ERP system
* **Accounting ID**: Identifier in your accounting software

These fields enable seamless data sync across your tech stack.

## Set catalog status

In the right-hand panel:

1. Toggle **Status** to `Active` to make the catalog available for use in templates and quotes
2. Review the **API name** (auto-generated technical identifier)

<Warning>
  The **API name** can only be changed at creation. Once saved, it cannot be modified to ensure integration stability.
</Warning>

## Save your catalog

Click **Save** at the top right to create the catalog.

## What happens next

Once saved, your catalog becomes available for selection when creating quote templates. You can associate one or more pricebooks with the catalog to define pricing for different customer segments.

The **Catalog used in** block will display all templates, customers, and customer segments using this catalog.

## Troubleshooting

<AccordionGroup>
  <Accordion title="I can't see the + New catalog button">
    You need the **Admin** role to create catalogs. Contact your Qwoty administrator to request access.
  </Accordion>

  <Accordion title="My configured products don't appear in the list">
    Configured products must be created in the **Product Configurator** before they can be added to a catalog. Navigate to **Products & Pricing** > **Configured products** to create them first.
  </Accordion>

  <Accordion title="Can I change which products are in a catalog later?">
    Yes. Open the catalog in edit mode and use **+ Add a product** or remove products from the **Related products** list. Changes take effect immediately after you click **Save**.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Create a pricebook" icon="tags" href="/getting-started/setup/first-pricebook">
    Associate pricing rules with your catalog
  </Card>

  <Card title="Add products" icon="box-open" href="/user-guide/catalog/how-tos/create-product">
    Build your product library
  </Card>

  <Card title="Configure bundles" icon="layer-group" href="/user-guide/catalog/how-tos/create-bundle">
    Create product packages
  </Card>

  <Card title="Create a template" icon="file-invoice" href="/getting-started/setup/first-template">
    Combine catalogs with pricing and terms
  </Card>
</CardGroup>