Log in to your account
Click any image to view at full size.
When you receive your welcome email from the CataList system, use the link provided to set up your password. If you already have a SalesData account, you will be using the same email and password combination to access CataList.
Go to bnccatalist.ca and log in with your user name and password.
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Set your personal account preferences
To get the most out of CataList, set up your account preferences:
Click the gear icon in the navigation bar to go to Personal Settings.
In the Personal Settings tab, select your change notification and email preferences.
Opt-in to the CataList Directory. The directory allows other CataList users to shared notes and catalogues with you directly. CataList only ever shares your name and company affiliation, your email address and other contact information are never shared.
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Set up your store details
If you are the primary contact for your account, you have additional set-up options. In your Settings, go to the Administration tab. If you do not see this option and need to access the set-up controls, contact us at catalist@booknetcanada.ca to upgrade your access.
Add or edit ordering locations
Each account by default has a single store set up.
Click Add a Store to add more stores to your account. Each store will be given its own order box in CataList.
Once your list has been built, you can edit each store listing by clicking the Edit button under the Actions column.
Upload a logo image for your company. We will attach this logo to any custom catalogues your account users create.Click the Edit icon to edit any store listing.
Manage your account users
Set up new users in your account by clicking the Add a User button that appears beneath the User List.
Manage each user’s access and user type by clicking the Edit icon in the Actions column. For more information about user types, read about access levels in the CataList Help Manual.| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Find and view catalogues
Finding catalogues
Find specific catalogues by entering the catalogue name in the main navigation bar and selecting the Catalogues option from the search type drop-down.
You can also refine your catalogue results by several catalogue aspects:
Catalogue type — filter to only seasonal or only custom catalogues
Catalogued by — filter on the company that posted the catalogue(s). If you have Favourites set, you can select 'My Favourites' as an option.
Status — include or exclude catalogues based on their draft, published, trade-only, or archived status
Finding your own catalogues
Anyone can create custom catalogues in CataList, and sent those catalogues to other users. To view catalogues you have created, click the My Page link in the main navigation bar, then go to the Custom Catalogues tab.
To find a specific catalogue, you can:
filter the list to show only private or collaborative catalogues
filter the list to show only catalogues with a certain tag
enter the name of the catalogue, its creator, or a tag in the search box
To view custom catalogue that other users have sent to you, go to the Received Catalogues tab.
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Search for a list of ISBNs
Select the ISBN List option from the search type drop-down in the main navigation bar. A pop-up opens where you can enter up to 1000 ISBNs.
Click Submit to run your search.
CataList returns the matching items in the system. By default, book matches are presented in the same sequence as your original list. ISBNs with no match in CataList will not display.
Find and view titles
Find specific titles
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Find title information
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Manage order quantities
Managing orders
Libraries are able to create, edit, export, and submit orders on CataList.
On any catalogue or title detail page, click Order Products to begin a new order.
On the right-hand side of the title detail page, expand the Orders section to see order boxes for your active stores.
Enter or edit order quantities in those boxes. Your changes are saved automatically.
View all your orders by clicking My Orders in the main navigation bar.
View and export orders
View all your orders by clicking on My Orders in the top-right menu.
Filter the list of orders that display to your own orders only or all company orders.
Filter the list to show only orders with certain tags.
View or edit an order
To view an order, click on its name in the My Orders list.
Add or edit order quantities for titles by individual stores or add new ISBNs directly to the order.
Add or edit order details such as purchase order number, sales rep or promotion codes, or assign tags.
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
More resources
Looking for more information? Find it here:
Contact the CataList team: catalist@booknetcanada.ca