Catalog Management
Feature Overview
The Catalog Management page lets authorized administrators manage and update their storefront catalog directly in SHI One. Review products, product lines, and manufacturers, adjust catalog availability and standards, and control which products are available to shoppers.
Who it’s for: Customer administrators and storefront managers who review or manage storefront catalog policy details.
Key outcomes: Clear visibility into your catalog and standards, faster product lookup, self-service control over your standards, and the ability to limit shopping to standards only, all without a support ticket.
Access and Permissions
Catalog Policy Management is available to users who hold one of the following:
• Tenant role: Admin, Procurement Admin, or Global Admin.
• Storefront role: Manager.
Members and shoppers do not have access to this page. If you cannot see the Catalog tab, confirm your role with your organization’s Global Admin or your SHI representative.
Key Terms Explained
• Storefront: Your customer-facing purchasing environment where catalog policies and standards are applied.
• Base Catalog: The source product catalog assigned to your storefront (e.g., “SHI Procurement Catalog 2026”). All catalog rules and standards are applied on top of the base catalog.
• Virtual Catalog: The effective product set your shoppers can purchase after catalog rules and standards are applied to the base catalog. This is what powers your SHI.com shopping results.
• Catalog adjustment: A rule that includes or excludes a product, product line, manufacturer, or category from the storefront catalog.
• Manufacturer: The company that produces or distributes a group of products, such as Cisco.
• Product line: A group of related products associated with a manufacturer.
• In Catalog: Shows whether a product is currently purchasable in your storefront catalog.
• In Standards: Shows whether a product is included in your storefront’s standards list. Authorized users can add or remove products from standards.
• Standards-Only Catalog: A toggle (“Limit Catalog to products in Standards only”) that limits your shoppers to only the products in your standards. It overrides other catalog rules while enabled.
• Product Summary: A visual distribution of product counts, including total, hardware, software, and other products, styled to match the SHI One theme.
• Commodity Product: A product type where the product name links to a side panel with additional product details.
Getting Started
Accessing the Feature
- Click Standards in the left navigation menu.
- Click in the MANAGE STANDARDS button in the top right corner.
- Click on the CATALOG tab.
If you do not see the Catalog tab, confirm you have an Admin, Procurement Admin, or Global Admin role, or the Storefront Manager role.


Using Catalog Policies (Step-by-Step Guides)
Viewing the Base Catalog
- Review the Base Catalog section at the top left of the page. The current base catalog name is displayed (e.g., SHI Procurement Catalog 2026).
- Note: The base catalog cannot be changed from this page.

Enabling/Disabling the Standards-Only Catalog
- In the Base Catalog section, locate the “Limit Catalog to products in Standards only” toggle.
- If the toggle is on the shopping experience is limited to only the products in your standards. This overrides other catalog rules while enabled.
- If the toggle is off shoppers see the catalog as defined by the base catalog and any active rules.
Reviewing the Product Distribution Summary
- Review the Storefront Catalog section at the top right of the page.
- Confirm the Total Products count.
- Review the distribution, which shows counts and percentages for:
- Hardware
- Software
- Other Products - Products not mapped to Hardware or Software.
Searching the Catalog Product List
- In the Catalog Adjustments section, select the Product tab.
- Click the search field and enter text to search the list of catalog products.
- Note: Search is text only.
- Review the updated results table below the search field.
Reviewing Product Details in the Table
- Use the table to review available product information.
- Review the columns shown:
- Product
- Mfr Part #
- SHI Part #
- Availability
- Price
- In Standards - To add a product to your standards, or remove one, use the toggle next to the item.
- Yes: The product is currently included in your storefront’s standards list
- No: The product is currently excluded from your storefront’s standards list
- In Catalog - To add a product to your catalog, or remove one, use the toggle next to the item.
- Yes: The product is currently in your storefront catalog.
- No: The product is not currently in your storefront catalog.
- Check each row as needed to confirm whether the product is in stock, in your catalog, and included in standards, along with basic pricing.
Filtering and Sorting the Product Table
- Open the catalog search table.
- Apply one of the filters at the top of the table.
- In catalog only - Displays products currently in the catalog.
- Adjustments only - Displays adjustments to the storefront catalog only.
- Click a column header to sort the table by that column’s options.
- Note: You can also manage the columns by clicking on the three dots that appear next to the column header.
Opening Quick Product Details
- Find a product in the product list.
- Click the linked product name. A side panel opens.
- Note: The side panel provides product details only. No actions such as add to cart are available.

Adding or Removing a Product from Standards
- In the Catalog Adjustments section, locate the In Standards column.
- Add Product to Standards
- If the product is not in your catalog, click the In Catalog toggle to add the product to your catalog.
- Click the In Standards toggle. A dialog box appears.
- Select the folder or folders to add the product to. You can also create a new folder by clicking CREATE FOLDER.
- Confirm to save. The product will be added to the selected folder.
- Remove Product from Standards
- Click the In Standards toggle. A dialog box appears.
- The dialog box lists all folders the product currently belongs to.
- Confirm removal. The product will be removed from the folders listed.
- Note: This action cannot be undone.
Use Cases & Scenarios
Primary Use Cases
• Administrators review the base catalog and distribution assigned to their storefront.
• Administrators search for products and confirm whether they are in the catalog and in standards.
• Administrators open commodity product details for additional review.
• Administrators curate their standards by adding or removing products.
• Administrators limit shopping to approved products by enabling Standards-Only Catalog.
• Administrators identify products they want added to or removed from the catalog, using the toggle in the In Catalog column.
Best Practices
• Use specific search text when looking for products.
• Review In Catalog and In Standards together when validating your storefront’s shopping experience.
• Use the product distribution summary for quick context, then use the table for item-level review.
• Curate your standards carefully before enabling Standards-Only Catalog.
• Use the In Catalog filter and column sorting to validate your effective catalog quickly.
• When you need catalog changes (adding or removing products, adjusting product types), use the toggle in the In Catalog column. Yes means the item is in the catalog; No means it is not.
Troubleshooting and FAQ
Common Issues
• I do not see the Catalog tab. Confirm you have an Admin, Procurement Admin, or Global Admin tenant role, or the Storefront Manager role. Members and shoppers cannot access this page.
• I cannot change the base catalog. This is expected. The base catalog is display-only.
• I tried to add a product to standards and received a message. Only in-catalog products can be added to standards. Add the product to your catalog by using the toggle in the In Catalog column.
• I clicked a product and cannot take action from the details panel. This is expected. The side panel is view-only.
FAQs
• Q: Who can access Catalog Policy Management? A: Users with an Admin, Procurement Admin, or Global Admin tenant role, or the Storefront Manager role.
• Q: What does “In Catalog” mean? A: It shows whether a product is currently purchasable in your storefront catalog. In the customer-facing view it is status only.
• Q: How do I add or remove a product from my catalog?
A: Find the item in the Catalog Adjustments section and check the In Catalog toggle. Yes means the item is in the catalog; No means it is not.
• Q: Can I reassign the base catalog? A: No. The base catalog is display-only. Contact your SHI representative for catalog changes.
• Q: How do I add a product to standards? A: Click the In Standards toggle and select the folders to add the product to or create new ones. The product must already be in your catalog.
• Q: What happens when I remove a product from standards?
A: A modal shows every folder the product belongs to and asks you to confirm removal. Once confirmed, the product is no longer in standards.
• Q: What does Standards-Only Catalog do? A: It limits your shoppers to only the products in your standards and overrides other catalog rules while enabled.
• Q: Do I need to rebuild the catalog when using Standards-Only Catalog? A: No. It applies dynamically and takes effect in near real-time.
• Q: Where do my standards changes take effect? A: Automatically across the distribution summary, the In Standards status, and your SHI.com shopping results, in near real-time.