Catalog Items: How to Create Products and Place Orders

Catalog Items define the products and courses available for purchase or enrollment in your B2B Dashboard. Each catalog item links a product definition to pricing, availability, and access rules.

Accessing Catalog Items

Navigate to Admin > Catalog Items in the sidebar. The Catalog Items page displays a table with the following columns:

• Name — The catalog item's display name
• Product — The linked product or course
• Active — Whether the item is currently available (toggle switch)
• Global — Whether the item is available across all teams
• Price — The item's price
• Created — When the item was created
• Actions — Edit button for quick changes

Click on a catalog item name or the View button to open the detail page.

Adding a Catalog Item

1. Click the Add Catalog Item button
2. Configure the following settings:
   • Name — A descriptive name for the item
   • Product — Select the linked product or course
   • Active — Toggle to make available immediately
   • Global — Enable for all teams, or restrict to specific teams
   • Price — Set the price
3. Click Save

Viewing and Editing a Catalog Item

Overview Tab

The Overview tab provides inline editing:

• Name — Edit the display name
• Active — Toggle availability
• Global — Toggle global availability
• Price — Update pricing
• Product — Change the linked product

All fields can be edited inline and saved with the Save button.

Transactions Tab

Shows all orders for this catalog item in a table:

• Order Date — When the order was placed
• Order ID — Unique order identifier
• Customer — Who placed the order
• Billed To — The team or organization billed
• Quantity — Number of units purchased
• Unit Price — Price per unit
• Total — Total amount charged
• Status — Order status with appropriate color coding

Creating an Order

From the Transactions tab, you can create a new order:

1. Click the Create Order flyout button
2. Select the customer (team or organization)
3. Set the quantity
4. Review the total
5. Confirm the order

Orders created here are recorded in the transactions ledger and affect seat usage.

Managing Catalog Item Availability

• Active items are visible and available for purchase/enrollment
• Global items are available to all teams without restriction
• Non-global items are restricted to specific teams or organizations

Use the Active toggle to temporarily hide items without deleting them.