Archive Product Catalog

Updated September 25, 2026 12:24

Overview

The product catalog is an ever evolving, changing entity. It is influenced by manual entries, electronic entries, and copy/paste entries. Too many fingers in the cookie jar can produce a product catalog that has become too difficult to navigate. When it is determined that your product catalog is no longer navigable, you would be wise to consider a product catalog reset.

Setup Process

The first step to clean up the Product Catalog in JobRunner or FloorManager is to request a complete reset for the Vendor you want to refresh in the Product Catalog. For non-B2B vendors, contact your vendor rep for a pricing catalog reset. For Gateway, you will create a new package for the vendor that is being cleaned up.

Process Procedures

The vendor will notify you when the product catalog reset is available. Once you receive this notification, you will prepare for the reset by performing the following steps:

1. Delete all non-used product records

2. Archive the products that have history attached.

3. Clearing the “Alt ID#” on each record.

First, do a Find for that particular vendor- this works for any vendor. An example is DalTile.

Click the Private List Tab while viewing the list view of records and click the “Revise” button on the top toolbar:

Select “Use Current” in the message dialogue box. This keeps the active set that was just located.

This will open the revise area where modifications can be completed to a found set of records.

Use this area to perform the first step of clearing the product catalog: Clearing the “Alt ID#”. Click the “yes” check box under the option to “Clear the Alt ID” option (1). Then click the “update” button (2):

Once the routine is complete, remain in the revise screen and perform a search for the same Vendor inside the revise screen. You may perform this search at the top of the revise screen by selecting a vendor name and using the “locate” button.

Perform the second step to clearing the product catalog: Delete all non-used product records. Click the “yes” check box under the “Delete Products” option (1). Click the “update” button (2):

Items that cannot be deleted due to history, will need to be archived. Perform a search in the revise screen area for the vendor again. Perform the third step to clearing the product catalog: Archiving records with history. Click the “yes” check box under the “Archive” option (1). Click the “update” button (2):

You have successfully cleared this set from the product Catalog. To double check “Return” out of the Revise area and perform the same find used to create the found set inside the product catalog Find screen. The system will receive a message of “There are no records which match this request” if the clearing was successful.

If the system brings back results, perform the clearing steps again and recheck.

End Result Summary

Once the Product catalog has been cleared the system is ready for a normal B2B download. Please refer to our document: B2B: Initial Download for instructions.

Financial Implications

There are no financial implications to the ledger in this process.

Troubleshooting/FAQs

If you run into any issues, please contact support@pacificsolutions.com

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