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CatalogVX Quick Start Manual

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A Simple Process CatalogVX is professional and sophisticated software designed to help you swiftly and effortlessly create and maintain a product catalog in-house. The software gives you an unprecedented level of control over your product presentation, while at the same time greatly reducing your sales and marketing costs. The process is simple: You begin by entering information about your company and products into the software. Then you simply publish your catalog in the format of your choice. You can create as many different versions of your catalog as you require. CatalogVX gives you the freedom to create and publish a new catalog, or an updated version of your existing CatalogVX catalog, whenever you desire. You can change your catalog “on the fly” in response to different customers’ needs. You can create different catalogs for different seasons or help draw attention to current sale campaigns. And, since you are able to print only the number of catalogs that you need, you will never have to throw away unused or outdated catalogs again! With CatalogVX you have complete control and are never at the mercy of expensive print shop minimums.

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Autorun CD Catalog

PDF or Print Catalog

Web Site Catalog

CatalogVX Software

Stores and manages all the information about your products and catalogs Creates multiple catalogs on demand



The Toolbar The toolbar is shown below. Each icon within the toolbar contains a descriptive tool tip. To view the tool tip simply move your mouse cursor over the icon.

The toolbar icons are shortcuts for the most commonly used menu items. They are described in more detail below:

My Available Catalogs: Click here to view all the catalogs available on your computer or network. This feature also allows you to view statistical information on each of the available catalogs.

The Catalog Wizard: Click here to activate the Catalog Wizard and begin the catalog creation process. Utilizing the Catalog Wizard is the best way to make sure that you have completed all the necessary steps prior to publishing your catalog.

Search by Keyword Index: Click here to search the catalog by predefined keywords. You will set up these keywords during the catalog creation process.

Item/Product Search: Click here to search the catalog using item numbers, categories, price ranges, names, labels, or descriptions.

Create a New Catalog: Click here to create a new catalog.

Open Catalog File: Click here to open a catalog file.

Save Catalog File: Click here to save the current catalog.

Insert Items: Click here to insert a new item into the catalog.

Bulk Insert Tool: Click here to insert a group of items instead of inserting items one at a time. CatalogVX has many ways of adding items to your catalog, Insert and Bulk Insert are just a few.

No Picture Item: Click here to Insert an item with no pictures.

Edit Custom Categories: Click here to create and edit your custom category folders.

Edit Predefined Categories: Click here to use or edit the predefined categories.

Shopping Cart: Click here to access the shopping cart. In licensed versions of the software this is a working copy of the shopping cart as it would appear on a CD catalog.

Create a Catalog CD: Click here to burn an Auto-Launch catalog to CD, to save a Preview Catalog to your hard drive, or to create an HTML based catalog for your company website.

Print Publisher: Click here to access many of the printing formats available for publishing a hard copy or PDF catalog. Additional printing formats may be accessed by clicking on the Printing menu option.

Publishing Options: Click here to display most of the publishing options available on a single screen. Use this time saving icon to bypass the menus and go directly to the publishing option you need.



Quick Catalog Setup The first time you use the software you will see the Welcome Dialog, please select the CATALOG WIZARD to quickly set up your catalog by following the step by step dialogs.

You can also access the Catalog Wizard by clicking on the icon shown below on the toolbar.

Define your folders by creating Categories and Subcategories. �

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Selecting the folder for your items Once you have selected the items for insertion, the Edit Item Entry dialog will prompt you to select the category and subcategory for the item(s) within your catalog. This dialog box contains the Item Information Sheet and is used to move or add the items to specific categories. You will notice that the categories and subcategories shown within this box are the same category and subcategory folders that you created in the previous steps. Next, you must select the category and subcategory for your item(s). This is done on the General Information tab as shown below. On this tab, you may also enter keywords which will be used later the Index and Search functions. �

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Selecting the folder for your items Continued To choose a category and subcategory for the item(s) simply left click once over the desired category and once over the desired subcategory. When they are selected the category and subcategory will be highlighted in blue as seen below. You must select BOTH a category and subcategory or the software will not know where to put your items and will place them in an “Unassigned Category”. After you have chosen a category and subcategory you can left click once in the Keywords box and enter any desired keywords. Once done, click OK to continue.

The item(s) will be added to the category/subcategory folder that you selected from the list, as shown in the picture below. You are required to select a category and subcategory for each item that you want to add to your catalog. When using the Insert Items icon you can insert up to 10 items at a time into your catalog. There is also a Bulk Insert Tool icon that allows you to enter more than 10 items at a time into your catalog. A discussion of the use of the Bulk Insert tool is beyond the scope of this Quick Start Manual, but further information on its use can be found in the Basic User Manual.



Adding Text and Description Information to an Item With CatalogVX you have the ability to add prices, descriptions, reference numbers, heading, subheadings, and bullet points to each of your items. You can do this from the Product Information tab located on the Item Information Sheet. (See Picture Below)

To open the Item Information Sheet for any item, select the item from the list tree on the left hand side of the screen and hit the Enter Key. All of the fields are optional and the information that you’d like to include may vary by item. As you begin to create your catalog we recommend that you start by adding your most popular products first. This way you can quickly publish a preliminary CD catalog for distribution. With your preliminary CD catalog in your customer’s hands, you can relax and add additional items to your catalog at any time that you choose. You can also change the Text Color, Text Size, and Text Style for each item from within the Item Information Sheet by pressing the color buttons (see arrow in picture above) To change the Display Style of an item, simply click on the Display Style tab (See next section). Note: You can also change the default color and text for the entire catalog at once so that you will not need to assign these values for each item individually. For more information refer to the section on assigning default color and text properties.



Changing the Display Style of an Item CatalogVX allows you to change the display style of each item, if desired. This powerful function allows you to make your catalog appear exactly like the traditional paper catalogs that your customers typically receive. To change the display style of an item, perform the following steps. 1) Highlight the item on the item list. 2) Press the Enter key. 3) The Item Information Sheet will display. Click on the Display Style tab (See Picture below). 4) To choose a display style, click on any one of the 8 available styles and your item will be

displayed in a preview window using the selected style. If you do not like a style, click OK from the preview window and simply select another style.

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Display Style Examples

Style 1

Style 2

Style 3

Style 4

Style 5

Style 6

Style 7 Style 8



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CD Catalog Creation Process To create a CD catalog click on the Create a Catalog CD icon on the toolbar.

The Publish Catalog dialog box, will open.

To create a CD Catalog, left click on the Create an Auto-Launch Catalog directly on CD Rom button. (as shown above) Next, the CD Introduction Setup Dialog Box will appear. (shown on following page) The first few times that you are creating a CD Catalog it is highly recommended that you leave all the settings within this dialog box on their current default settings. Doing so will help keep the initial CD catalog creation process uncomplicated. Simply click on the NEXT button and allow the process of burning the CD catalog to a CD to proceed. *NOTE--More detailed information about the various options available within this dialog box can be found in the Basic User Manual.



After clicking the NEXT button, the Create a Catalog CD dialog box will open



It is recommended that you once again leave all the settings on their default values at this time and simply click on the Create Disc icon as shown above and the disc burning process will begin. Once you begin to burn the catalog CD, remember to wait for the “Catalog CD Complete” message before you do anything else with the software. In most cases, the CD-ROM drive will eject the catalog CD after the process is completed. If you quit the program, or attempt to do anything else with the software, while the catalog creation is in progress you may damage the CD, rendering it unusable. After you have received the “Catalog CD Complete” message, simply click “OK” on the message box, close the Create a Catalog CD dialog box, and click the green arrow (DONE) button on the Publish catalog dialog box to return to the main page of the CatalogVX software. Testing the CD catalog. After burning the CD catalog, it is recommended that you test it. The best way to do this is to exit the CatalogVX software (*NOTE--be sure to save your work when prompted), and then reinsert the catalog CD back into the CD drive. The catalog’s auto-launch process should start the catalog CD automatically. *Note: In order for the Auto-Launch feature of the CD to work, you will need to have Autorun enabled on your computer system.



Printing your Catalog - an introduction Catalog items will be printed in the order that they appear on your item list. Therefore, it is important to arrange your items in the desired sequence prior to printing. Arranging the item tree. You may reorder the Categories, Subcategories, and the Items within the item tree. To reorder the tree, use the Layout menu and select the level that you want to rearrange.



Depending on which level you have chosen to reorder—either the Reorder Categories Folders or the Reorder Subcategory Folders dialog box will appear. Highlight the category that you wish to move by left clicking over it one time, and then click the blue arrow keys within the box to move the Category or Subcategory into position in the New Category Order box. Continue on in this manner until the folders appear as you would like them to in your printed or PDF catalog.

Arranging Individual Items within the Tree. To arrange the individual items within any subcategory

1. Select the item from the item tree. 2. Press the Control + Up Arrow keys on your keyboard to move the item up by 1 level or

Control + Down Arrow keys to move the item down by 1 level. Creating PDF and Print Catalogs. To access the Print and PDF catalog features. 1. Click the print icon from the tool bar.



The Print Job Control dialog box will display. The Basic Edition of the software allows you to print your catalog in any of the following formats: 1, 2, 3, 4, 6, or 9 items per page. These print format options are all listed in the left side panel of the Print Job Control dialog box under Select your catalog print format—as indicated by the red arrow below.

*Note-- The center and right panels of the Print Job Control dialog box contain additional printing formats which are available only in the Professional version of the software and above. From the Print Job Control dialog box you may also choose to include an optional company logo which will be printed at the top of each page of your catalog. To include the optional company logo, simply enter the file path for your desired company logo file in the white box at the center top of the Print Job Control dialog box—as shown above by the blue arrow. The path for the logo file may be entered in one of three ways— 1. by typing the path information in the white box 2. by copying and pasting the path information in the white box 3. by browsing to the file utilizing the Browse button available just to the right side of the white box. The logo file must be a jpeg image. It is recommended that you make the size of the image file 1000 x 50 pixels utilizing a separate image editing program prior to inserting it. At 1000 x 50 pixels the final image will fit properly on the top of each catalog page without any overlap. Now you are ready to print your catalog! Left click on the format of your choice and a Print Preview screen will be displayed. See the Print Preview screen appears on the next page.



Print Management using Print Preview The Print Preview screen offers various options for viewing your catalog prior to actually printing it. From this screen, you can view your catalog 1 page at a time or as a series of thumbnails. Initially, the Print Preview screen will display your catalog 2 pages side by side—as shown below.



In order to view your catalog either as a series of thumbnails or one page at a time click on the View Style menu and choose the desired viewing option.

Alternatively, you may click on either the magnifying glass icon on the toolbar to

view the catalog one page at a time or the View as Thumbnails button on the toolbar to view your catalog as a series of thumbnails. See example images of these options on the next page



To print your catalog from the Print Preview screen, simply click the print icon on the toolbar. If you’d like to see your catalog in a different print format just close the Print Preview screen and choose the format you’d like to preview. From the Print Preview Screen you can also convert your catalog into a PDF file and save it to a designated folder on your computer simply by clicking the Convert to PDF button on the toolbar. With CatalogVX, publishing your catalog in different formats is quick and easy!



Standard Page Format and Fields: 1 Item Per Page print format example: The diagram below shows a general example of the different fields which may be present on your printed catalog pages. *Please note –other available print formats may not contain all of these fields. This is due to the inherent size limitation imposed by layouts displaying more than one item per page. Please see page 27 for a table showing the fields which are included in each print format.

A) Optional Company Logo B) Price, Item Number and Description area C) Header and Sub-header area D) Optional Category Label E) Image Area (automatically resizes to fit the print format chosen) F) Table Area (available only in Professional version and above) G) Page Footer (company name, phone number, and page number )

C

D

E

B

F

G

A



Additional formats available in the Basic Edition of the CatalogVX. 3 Items Per Page

4 Items Per Page

6 Items Per Page

9 Items Per Page



Predefined Print Formats for Basic Edition Version.

Catalog Formats

In Product Version

Fields Used Menu

1 item per page All • Product Image • Price • Description • Item Number • Bullet Points • Page Header • Optional Table

Print Icon from the tool bar

2 items per page All • Product Image • Price • Description • Item Number • Page Header • Optional Table

Print Icon from the tool bar


Printing – Catalog Pages In Fix Format



6 items per page All • Product Image • Price • Description • Item Number • Page Header


9 items per page All • Product Image • Price • Description • Item Number • Page Header


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* Note--Additional print formats are available in the Professional, Wholesale, and Enterprise versions of the software. Please contact us at [email protected] for more details or to easily upgrade your existing version. Congratulations on creating and publishing your first catalog! Should you require any additional assistance with your CatalogVX software, please contact our technical support department at [email protected] �

quick start manual - catalog software for print, cd, and … cl ik ng oth epr m u p . publishing...

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