Before you begin #

Before setting up your catalogue in Optidocs, ensure you have all relevant product data available. This includes product names, descriptions, images, prices, and any additional attributes necessary for a comprehensive catalogue. Having this information at hand will streamline the setup process and allow you to make the most of Optidocs’ powerful optimisation tools. Familiarize yourself with the platform by visiting the Introduction to Catalogue Optimisation guide for an overview of the system's capabilities.

Step 1: Access the Optidocs Platform #

To begin setting up your catalogue, first access the Optidocs platform. Open your preferred web browser and navigate to the Optidocs website. If you do not have an account, click the "Sign Up" button located at the top right corner of the homepage to create one. Follow the on-screen instructions to enter your details and verify your email address. If you already have an account, click "Log In" and enter your credentials to proceed to the dashboard.

Step 2: Create a New Catalogue #

Once you are logged into your account, navigate to the "Documentation" section in the primary navigation bar. From there, select "Catalogue Management" to access the catalogue setup page. Click on the "Create New Catalogue" button to initiate the process. You will be prompted to enter a name for your catalogue and choose the type of products it will contain. This step is crucial for ensuring the system can tailor the optimisation process to your specific needs.

1. Click "Documentation" in the primary navigation.
2. Select "Catalogue Management" from the dropdown menu.
3. Click "Create New Catalogue".
4. Enter a name and select the product type.

Step 3: Upload Product Data #

With your catalogue created, the next step is to upload your product data. Optidocs allows you to import data through various formats, including CSV and Excel files. On the catalogue setup page, click "Import Data" and follow the prompts to upload your files. Ensure your data is clean and formatted correctly to prevent errors during the import process. Once your data is uploaded, Optidocs will begin analysing it for any inconsistencies or gaps.

1. Click "Import Data" on the catalogue setup page.
2. Select your file format (CSV or Excel).
3. Upload your product data file.
4. Verify the data fields and confirm the upload.

Step 4: Optimise Your Catalogue #

After successfully uploading your product data, Optidocs provides tools to optimise your catalogue. Navigate to the "Optimisation Tools" section within your catalogue page. Here, you can use the system to identify missing information, inconsistent content, and catalogue gaps. Use the "Auto-Fix" feature to automatically correct common issues or manually adjust entries as needed. This ensures your catalogue meets the sales-ready standard set by Optidocs.

1. Go to the "Optimisation Tools" section.
2. Review identified issues and gaps.
3. Use "Auto-Fix" for automatic corrections.
4. Manually adjust entries if necessary.

Next steps #

Now that your catalogue is set up and optimised, it’s time to explore further enhancements. Consider diving deeper into specific areas with our guides on Identifying Issues in Your Catalogue to ensure ongoing improvements. Regularly updating and reviewing your catalogue will help maintain its quality and ensure it remains sales-ready. Stay informed about new features and best practices by visiting the Optidocs Documentation Hub regularly.