5 Steps To A Catalog That Sells

A catalog is a useful tool in promoting and selling your products for almost any industry. However, like many marketing instruments, it’s not always working as well as we would like to. Being one of the most powerful catalog creating tools and accumulating all the team experiences together with client’s stories, we have developed an easy 5 step strategy on creating catalogs that actually sell. Keep reading to know more! 

Step 1. Do your research before start 

At this stage, you need to understand what’s currently going on in the market and how you can fit there. There is a 2Cs rule that will help to make effective research: clients & competitors. 

From the client’s side, you need to understand why they would never open, scan, and order something from your catalog. In other words, what’s a pain point, and how you are solving it. 


Whereas competitors are a good source of inspiration. Look through the catalogs and notice which design principles are they implementing, what photos are they using, are there any promotions. Make notes of what you like & don’t like. You don’t want to copy others’ work, but you can definitely use it as a trampling.  

Step 2. Do a catalog mock-up 

Put the results of your research on paper and see how you can use it. At this stage, you can draw the schemes of the different catalog pages. No need to put every single detail there, just make sure that you have a place for all the necessary things. Here is a list you can use as a cheat sheet:

mast have for catalog

  • Product info: photo, name, price, description. Extend the list based on the industry requirements. 
  • Contact info: phone, email, etc. Make sure this information can be easily found. The best places are the header or footer of every page. 
  • Cover page. Include your company name, name of the catalog, and the date range, ex. Autumn 2021 collection. 
  • Table of contents. Based on the categories or collections that you have. 
  • Company overview. Telling your story is not necessarily, but it helps to build an emotional connection between brand and customer. 
  • Call to action. Make sure you say what exactly the client is supposed to do to complete the order, ex. Call us, Order from a catalog, etc. 

Step 3. Work on your product database

There is no catalog without products. This is why you should think carefully about the order and quantity of products and information you will use in your products. 

Remember people are busy so no one will read paragraphs of the product description. This is why try to keep only necessary information on the pages of your catalog. The trick we are using, reread the description a couple of times and make a goal to cross out at least 10% of the text every time. 

One more thing, never use professional language, unless you are completely sure that your target audience is familiar with it. Firstly, people will never search on what exactly it means. Secondly, people do not like to feel ignorant. Make people feel good about themselves and only then they will buy. 

Place the best-selling products at the beginning. For whatever reason people love them, use them to make new customers like your catalog from the very beginning. In addition, you can include a special page that says “Best Sellers”. Here you include products you need to get rid of. Make people think that others like your products, which means this choice is already socially pre-approved. 

With Catalog Machine you can manage hundreds and thousands of products at once. Enjoy the power of automation

Step 4. Create your catalog online

At this point, you already know how your catalog should look like, what information you will be using, and how people will order. Now it’s time to put everything into the actual catalog. 

With Catalog Machine you can create your template for each product or create a custom layout for the pages. So, if you have hundreds or thousands of products, there is no need to do it manually. In addition, with the new parameters feature you can automatically allocate discounts to your products, present a catalog with different currencies and many more. 

If at this stage you are still not sure what design you want to use, select one of our predefined templates and customize it with your product fields, company’s creative assets, and your brand color scheme. Click to preview the templates and select your favorite. 

Step 5. Double-check & share the results

Make sure you double-check everything before publishing your catalog. Use your colleague or friend as a second pair of eyes, they usually notice something that you have missed. Ask them if everything is clear from your catalog, do they have any additional questions, if anything can be improved? Use the information to revise your creation one more time. 

Catalog That Sells

Now you should be ready to make your catalog public and start accepting orders. Press publish button and enjoy new sales and orders coming with Catalog Machine! 


What Is An Order Form & Why Do You Need One?

Do your customers keep asking for the order form but you are not using one yet? In this article, we will answer the main question about order forms: what is it, why are other businesses using it, and what to include. In addition, in the end, you can find a simple guide on how you can create your order form.

What is an order form?

An order form is a document buyers submit to a wholesaler, manufacturer, or retailer requesting products or services. They are mostly used in two scenarios: for large amount business purchases and for high-priced products.

Aside from selling goods, an order form may be used to sell services. It can be a good way to collect customers’ information for a business customer database and find out what customer preferences are. 

Why are businesses using order forms? 

As mentioned above, it can become a beneficial tool for collecting information about the client and the order. Usually, the sales team are using this information to be prepared for future conversations with clients. For example, to make sure which service they can upsell or simply to confirm before proceeding with payment. In addition, online order forms are necessary to sell your products and services online. They reduce paper waste and the amount of time it takes to collect orders. 

If you are ordering food at your house, you are filling in the ordering form every time you do so. Now put yourself in the shoes of the restaurant. Why do they call you sometimes to confirm the order? To let you know that some product is out of stock or tell you about their “buy one get one free” option. The golden rule of every business is once you are benefiting a client, you are benefiting your business. An order form can become a how-to guide to the first part of this rule.  

What to include?

It is one size fits all when it comes to what be included on an order form. Let divide the order form into different sections, which we will fill in with the questions.

Section 1: Client’s general information. 

It’s as easy as it sounds. Just think about all the information you may need from the client to contact them back and complete the order. 

  • Customer’s name
  • Customer contact details (phone number or email address)

The additional information in this sections can be:

  • Customer’s shipping address

Section 2: Purchase Preferences 

Here, you need to ensure that the client picks up one of the highly relevant options for their order. When you build in the questions for this section, just think from your business side, what information do we need to proceed? It can include one of these examples:

  • Product variants (color, size, etc.)
  • Quantity 
  • Shipping methods 
  • Delivery date 

Section 3: Order details 

This section is appropriate opposite to the previous one because it should include the information that client may potentially need. For instance:

  • Your company’s name and business address
  • Date of Purchase Order
  • Sales Order Number
  • Note to customer

Once you have created all the questions, reread them and make sure that all are necessary to include. The longer the form, the more likely the client won’t finish it because they get distracted or simply bored. 

How to create an order form?

Once you have decided on questions to include, it will take minutes to create an order form. With Catalog Machine, you can set up a separate order form that you will need to print out or include on your website, depends on your business needs. All you have to do is select one of the order form layouts and customize it for your purposes. 

In addition, you can always present your products to the client in the form of a catalog and start receiving orders right from there. This option works great if you don’t have a website or have a large variety of products. Go to Catalog Machine and try to build your order form now. 


Creating a customer order form begins with the end in mind: your goals. What types of information do you want to capture? Are there any disclaimers you want to include? How can you make the process easier for your customers?


What Is A Lookbook?

Lookbook is a marketing material that companies use to present their products to potential buyers. The most popular lookbook is in the fashion, art, and cosmetic industries. However, it’s not limited to them. For instance, the structure makes it worthwhile to present houses, furniture, and many other products. The purpose of a lookbook is to convey a brand or designer’s latest collection in a flattering, marketable light.

How to create a lookbook
what is a lookbook

Before digitalization, lookbooks used to be in the form of printed magazines, which presented the latest collections to clients. Visually the main difference between the fashion magazine and lookbook is that the last one is focused on one brand specifically. The global switch to eCommerce forced companies to start creating online lookbooks and host them on the websites. However, the initial purpose is still the same, to make the products look appealing. 

Why does your business need a Lookbook?

Long story short, you need it to boost the revenue. As with any other well-designed marketing material, lookbooks will positively sell. The trick is to keep in mind that it is a highly visual tool that allows a business to increase brand awareness and recognition, attract new customers, retain existing ones, and build an emotional perception of the brand. How does it happen? Lookbook…

  • tells your story to the customers in an effortless manner. Most people are skipping the lengthy descriptions of your business story and values. There is tons of information out there, so people have learned how to be picky. At the same time, a lookbook is a chance to put your story into catchy images. 

  • …allows customers to make their opinion about a product without touching it. A business includes a large image of the product and sometimes a couple of pictures that will enable potential buyers to imagine how the product looks in real life. It becomes even more valuable since more and more people prefer buying online or are forced to do so due to the pandemic restrictions. 

  • …puts a spotlight on your brand. Lookbooks offer an excellent opportunity for brands to include vibrant lifestyle images of their products as a part of an aspirational narrative.

A Lookbook Structure & Design 

A good lookbook has an eye-catching and appealing design. The main rule is to make the customers love what they see. 

Usually, designers present one product per page. It could be one large image or several smaller photos, but the focus should be clear on one thing. So once the client turns the page, they know what this is all about. 

There is minimum information on the page. It can be just the product name and price. Sometimes designers include product variants (available colors or sizes) if it is applicable to the industry. 

A lookbook has a landscape layout. You can find contact details on the top edges, such as company name, email address, phone number, website and street address, and company’s logo.

Plain background and high-quality images are two contributors to the professional-looking design of the excellent lookbook. Preferably the images should present the product in use. For example, if you are selling a shopping purse, use the image of the happy girl with the bag in the shopping alley. It’s always a good idea to put the product into context. It will make a more vivid impression on the customer. 


A lookbook is a marketing material that helps businesses to present their products to customers. This is why today, some software programs help companies with this issue. Here you can find some examples of what can be done with the help of the line sheet creation platform.

– Creating a PDF and digital version of a lookbook. 

– Automation of product detail updates.

– Professional-looking templates and advanced design functions. 

– Online Ordering and Payment System embedded in the digital line sheet.

Catalog Machine presents all the features mentioned above. Click https://www.catalogmachine.com/line-sheet-template to check it out. 

How to create a jewelry line sheet?

A jewelry line sheet is a great way to present your products to potential buyers. As with any other marketing material, a good line sheet must be visually appealing, persuasive, and easy to navigate. In this article, you will find all the information you need to know to present your accessories in the best way.

How to make a jewelry line sheet esthetically pleasing? 

How to create a jewelry line sheet

For the fashion industry, it is essential to make your marketing materials beautiful. First of all, buyers are visual people. Every time they look at your product, they imagine how it will look on them. In addition, the trick is not only to persuade them your accessory is gorgeous but that it will make them look better. Secondly, creating a beautiful line sheet is one way to prove your good taste and create a unique style. 

Use these three rules to make sure that your jewelry line sheet looks good and professional. And the Catalog Machine app will help you to make your ideas real.   

Keep it clean 

Your line sheet is not the place for fancy, unnecessary graphics, difficult-to-read text, or odd colors. Keep the pink floral flourishes out. Instead, keep the design clean and simple. Buyers are looking for information, no-frills. 

To make sure that your catalog looks professional, stick with two primaries and three supportive colors as a max. The best choice here is to use your brand colors. It will help you sell with your line sheet and build brand awareness among customers. 

creating a line sheet

A good line sheet contains all the necessary information about several products on one page. Not to make a sheet overloaded with the knowledge, keep the number of products within 4-8 products per page range. It might be a good idea to 

All the information should be presented in a user-friendly way. So, think beforehand, what details can influence the purchase decision—for example, karats of gold or stone quality. If you have the same earring in silver and gold, use variants to present all the available options. One more rule to keep in mind to make it easy for the client – use short sentences. Reread it several times and cut off all unnecessary info. If the sentence is still above 15 words, divide it into two separate parts. A good line sheet is more about practicality. 

Ensure that all the necessary information is included 

Here is the list of the essential parts that should be included in the jewelry line sheet.

what should ypu include to your line sheet

  • Cover and business name, logo
  • Product images, names, and descriptions
  • Sizes, colors, or other variations
  • SKU
  • Wholesale prices/suggested retail prices
  • Minimum order quantity information
  • General ordering information, sales terms
  • Contact information (email and/or phone number)
  • Shipping details, including costs
  • Refund, return, or cancellation policy

This list applies to most of the businesses in the jewelry industry. However, it is not limited by these points. Some of the brands would like to add an About page that includes information about their story and values. 

Usually, a line sheet is used to present items to the bigger retailers. Some of them may have individual requirements regarding the line sheets that they would like to receive. If this is your case, go to their website and search for the conditions. If you can’t find any, you can always give them a call to be sure. It is always good to double-check before the creation. Otherwise, you are risking spending hours on nothing. 

Avoid common mistakes 

Most of the mistakes that people are making creating a line sheet is tightly connected with the rush. It is a mistake to think that you will create a line sheet in 5 minutes. No matter how great the tool you are using to create a line sheet, you will need to double- and triple-check typos and decide on a design. Usually, it changes several times within the creation process and makes sure that the document looks consistent. Once you finish your jewelry line sheet, the general recommendation is to give yourself a 2-3 hours break. Then turn back and have a look with a fresh eye. In addition, you can ask your family members and friends to look at your work. 

Awoid mistakes creating your jewelry line sheet

One line sheet is not enough. As we have already mentioned, different retailers might have additional requirements regarding the line sheets. In addition, you may use them within other marketing channels – emails, trade shows, etc. Consider what job your line sheet must accomplish. Does it need convincing? Provide details? Sell? Remind? Whatever the task, tailor your basic line sheet for each specific opportunity.

Poor photographs can negatively impact sales. You don’t necessarily need to hire a professional photographer (though it can’t hurt), but they need to make sure the pictures do justice to the product. Sometimes this includes putting a product in a sample set – a home environment, an office setting, or whatever is pertinent.

If you are not sure that you have all the necessary skills to create a beautiful jewelry line sheet, you can always take one of the Catalog Machine free templates and customize it to your business needs. In addition, Catalog Machine will give you a chance to create a line sheet for thousands of products faster than any other platform. Start your journey towards a professional jewelry line sheet today https://www.catalogmachine.com/line-sheet-template


How to create an online store that will sell?

You are ready to sell your products but have only information and images on your hands. How can you create a winning online store in 10 minutes?

An online store, also known as an online showroom, is an online platform or a website where you list your products and enable customers to make orders from them. Besides, an online store usually has other more advanced features, such as filtering products by categories and collections or product characteristics. 

How to create an online store...

From the company’s point of view, two main challenges have to be faced. Firstly, the online store should have a user-friendly structure and be easy to navigate through. In addition, it should be crystal clear how the customers are placing orders and making payments. 

Secondly, an online showroom is a highly visual platform for your business, so the business owner needs to make sure that products have appealing photos that look good together. Moreover, each product should have all the information potentially important for the buyers, for instance, price, material, size, etc.     

This article will tell you how to face both of these challenges so that the online store would become a breath of fresh air for your business. 

How to build an online store that would be easy for navigation? 

Tip 1. Use a side menu for navigation

A navigation sidebar is one of the most frequently used tools for navigation across online showrooms. The main idea is to include the name of the big categories that would group products. Make sure that name is short and is precisely describing products that belong to it. For example, you are selling women’s clothing; the potential categories are skirts, tops, underwear, etc. 

For other businesses, the variety of products may be more expansive. Let imagine that you are selling cloth for men, women, and kids. In this case, the side menu should include parent categories and sub-categories. For instance, you may want to create three main parent categories, women’s, men’s, and kid’s clothing, while each of them will have sub-categories, such as T-shirts, shoes, etc. 

There are many options for organizing your side menu, and there is no one size fits all tip. Try to put yourself in your customers’ shoes and see if it’s intuitive for you to search for the product in this category. The better option is to ask your customers what they think and how they would group your products. You may be surprised how creative your audience is. 

Online store navigation

Tip 2. Enable customers to look closer at each product

Usually, an online showroom has two levels: a list of all your products and each product with a detailed description. What to keep in mind when you are creating these levels?

When you are listing all the products together, make sure that they look good together. Some of the design tips for making your online store look fancy you will find in the next section of this article. Here, let’s focus on the structure. You want to have two elements on this level: a photo of the product and its’ price. For most industries, there are the main factors that are influencing the buyers’ purchase decision. However, if you know that there is other highly relevant information for your customers, you may want to include it in the general list of the products. Our suggestion would be to keep it under 3 different product fields, ex. Photo, price, color variants. 

Once the buyer clicks on the product that seems interesting to him, he should receive all the possibly relevant information and get a closer look at the product. This is why we recommend you showcase 2-3 photos of the products from different angles and a couple of products that present how other people are using your product. Besides the general information about the product, it might be a good idea to include testimonials from your customers to prove your words. 

Tip 3. Include a feature to filter your products

Once a client is looking for something specific, it is crucial to make it easy to find, especially if you have a large number of products. A filter feature is one of the most effective ways to enable customers to navigate through your product database quickly. 

There are several types of filer options—the first one when a client selects specific groups based on the product’s characteristics. For example, size has 3 different options: S, M, L; the client is only interested in product size M. So, he would be happy to exclude products out of stock in this size from his search. The second one, type in the search bar. This is a more advanced feature that may help you to improve clients’ on-page experience. However, when you create a product description, keep in mind the key phrases that your clients tend to search for. 

How to make your online store look professional?

Here we will focus on the design part and some best practices to ensure that the showroom looks harmoniously and appealing. 

How to make your online store look professional

Tip 1. High-quality images 

This is the most common advice, but it is one of the most valuable. The safest option is to hire a photographer. If you don’t have enough resources for that, use technology that would allow you to make sure that the image’s resolution is high enough.

If you are taking photos by yourself, make sure you use the proper light. The best time for the photographs is a sunrise, a sunset, or just a cloudy day. You want to avoid sharp shadows, as they are visually distorting a product. 

Tip 2. The unique color scheme for the online store

Select a color scheme that would present your brand. Colors and brand identity are both tightly connected to emotions. Make sure that the selected colors are evoking the needed emotion. For example, yellow is happiness; red is passion. What color is your brand?  

Tip 3. The unique color scheme for the online store

Pick one filter for all your photos. By doing this, you will make your page look consistent and attached to one visual theme. There’s no one-size-fits-all filter, so it’s important you play around and figure out what filter is the best fit for your photo.

Tip 4. Use readable fonts

Not always fancy fonts are a great decision. Among all your online stores, use 1-2 fonts that look good together and do not require additional effort from the buyer to understand what is written there. Remember, the main purpose of the product description is to tell the information, not to look good. Besides, try to use short sentences; it will make the information easier to read.  

How to create an online store?

Now you know all the best practices to keep in mind creating your online store. The question is how to make it. Most of the companies are creating it as a website. The drawback of this choice is that you need to hire at least one person to create it and update it within time. In addition, you will need to pay a hosting fee for the website. As you can see, this option is good for medium-size businesses. But what to do if you don’t have enough resources for that or want to allocate them to the other parts of your business? 

Online store with catalog machine

Catalog Machine is an online platform that allows you to create an online store fast and easily. You won’t need to care about the structure and navigation. It already has all the necessary elements: sidebar with your categories and collections, filter feature, and ability to present a list of products and each product separately. All you are left to do is upload your products to the system and set up the template to create a unique view of your online showroom. 

Catalog Machine offers a free 14-days trial, so you can make sure that this is the right solution for you. Click here to start creating your online store today. 


Top 4 reasons why do you need a catalog designer

Product catalog showcases your products to your customers and so connects you with your target audience. A catalog could become a new breath of fresh air to your business in increased sales, advanced branding, and better customer relations. So, all you want to achieve with the marketing efforts. However, not every catalog could bring the expected result. This is why we are offering you to rely on the professionals and let us create a catalog for you. 

Catalog to boost your business

In this article, you will find more information on how the catalog designer could make a difference for you and some tips you want to keep in mind if you’re going to build a catalog by yourself.

Why do you need a catalog designer?

1. To make your catalog look attractive 

There are thousands of catalogs out there, and one of your main goals is to stand out. An excellent and professional-looking design is one of the first steps on your way towards the selling catalog. 

This point is tightly connected to the idea of branding. Using simple words, your brand is the emotion that would associate with your products among the customers. An experienced designer knows how color and font could provoke the ‘right’ feeling. If you still have not decided on the main branding components – logo, color scheme, font, design of icons, the Catalog Machine team could help you do it. Vice versa, if you already have established branding attributes, we will make sure that they are used in your online or PDF catalog. 

Crate your brand

Tip: Use similar branding attributes among all your marketing materials and your landing pages. By doing this you are creating brand recognition among your target audience.   

2. To decide on the most relevant content 

The main difference between the general designer and the one specializing in the catalogs, line sheets, lookbooks, and price lists is understanding the most relevant content for your clients. Of course, you know your business from the bottom, so before designing marketing material, an experienced catalog designer will discuss the most crucial information with you. For example, the target audience’s understanding and the action that should be taken after reviewing a catalog will affect the result. 

The main reason for that is the limited amount of space for the information. A designer presents it on the page the way, so the most important pieces will be evident from the first glance. For example, if your goal is sales, the information on how the client should do it must be formulated as a call-to-action sentence and include supportive materials – ‘Call us to make an order, +1XXXXXXXXX’

Tip: You may want to include the call-to-action sentence and supportive materials on each page of your catalog, footer, or header, especially if your catalog is a 100-page-long. 

3. To stay unique 

The is always an option to use a pre-designed template for your catalog. On the one hand, all the templates are general, and they won’t consider your specific business needs. It means that you will need to update product fields and/or branding colors manually. 

On the other hand, you want to avoid the situation when you and your competitor are using the same template. As we have already discussed, the design of your line sheet, lookbook, etc., is strongly associated with your brand. You don’t want to confuse the client to confuse you with the other brand just because you are using the same template. 

Catalog layout

What we are doing to avoid this situation is the competitor analysis. Firstly, you can tell us what part of the design you like. There is nothing wrong with taking advantage of the publicly available materials. Secondly, we will make sure that there is no one like you out there. 

4. A catalog designer will save your time and money 

A time part is pretty obvious. Transferring the responsibilities to the professionals makes you available for other urgent business needs. Creating a professional-looking design requires specific skills, which is another time-consuming action you will need to take if you want to create a good-looking catalog by yourself. 

The distinctive characteristic of the Catalog Machine platform is automation. What does it mean in practice? Once our designer has a ready catalog for you, you don’t need to order another one next season or once you update your product database. You can connect the catalog to your website or Shopify page with the help of Zapier. So, it will include only up-to-date products. No need to pay the designer twice!  

Design on several devices

Now you know why you would ever hire a catalog designer and why Catalog Machine is the right choice. To order your catalog, log in to catalogmachine.com, upload your products to the system, and message us about the type of your catalog (line sheet, datasheet, lookbook, price list, etc.) and share your design ideas. It usually takes us 3 to 7 days to finish your order.  

You have full flexibility to decide with Catalog Machine – when you need our professional help with creating a catalog or when you are ready to do everything yourself. Both options are open!


Order form: All you need to know

A purchase order form is a necessary tool for every business. It helps to improve financial and inventory control, manage incoming orders, and streamline the procurement processes. In this article, we will see in detail what is a purchase order form, what is necessary to include there, and how to create one for your business in a couple of minutes.

What is a purchase order form? 

A purchase order form is a template that is used for a purchase order. Generally speaking, it is a written agreement between the buyer and the seller about quantity, quality, time of delivery in the form of a document. It is mostly used at the B2B market when wholesaler, manufacturer, or retailer sells a high number of products at once.  

Digital order form template

Products & Services

An order form is used when businesses purchase both products and services. For example, you need to print out a brochure as a part of your marketing campaign. A printing agency will ask you to fill out a document where you will tell how many brochures do you need, what type of paper the agency should use, etc. 

Online & offline 

We have defined a purchase order as a document. However, it does not mean that it should be printed out. Lots of businesses that are operating online use a digital purchase order form. The difference is that in the online world it can be used for people, not just companies. Imagine the last time you bought cloth online? You need to select a size, color, and quantity before submitting. In other words, you are filling up an order form. 

What to include in your order form?

Based on the Purchase Control article, a general order form should contain the following fields. 

  • Information about the seller – the name of the company, address, contact info.
  • Information about the buyer – the name of the company/person, address, contact info. 
  • Purchase order number – a unique numerical identifier of the order. 
  • Information about the products – quantity, characteristics, etc.
  • Pricing – total and for each particular product.
  • Shipping details – when a product will be shipped, approximate date of arrival, address for delivery. 

After filling up a form, the customer usually received a confirmation via email, message, or even a phone call, if a seller needs to confirm any details.

How to create an order form? 

Catalog Machine is online software that allows you to create an order request form ready for printing or design a catalog with an embedded order form. Let’s see how you can create a PDF purchase order form in 3 Steps.

Step 1. 

After logging in to the system, go to Catalog and click Crete New on the top right corner. 

create new catalog

Select the Blank option on the very left. Click Create your catalog. 

catalog type

Step 2. 

Now you need to select a proper layout. 

Click More types on the right part of your screen. 

Working area for creating catalogs

Select Order form from the appeared page layout options. 

Order form layout

Now you need to select a template that suits your business needs: with product images, wholesale or static order forms. All of them are fully customizable, so no worries if you need to add extra information or change the design. 

Step 3. 

Customizing order form. 

Add products you would like to include. 

You can add products one by one, all products at once, or a group (collection or category). 

After adding, you can click Update Products to finish creating. The other option is to select Fields and Design to add more or delete some product fields and change the design. 

Play around with the available options to find the one that you like the most.

Adding products to order form

To preview how it will look like a PDF document or download it to your device, go to View/Download, PDF section, and select the option you need.

Adding an order form to an existing catalog

… is even more comfortable. 

Go to the catalog, click on the Orders on the left sidebar.  

Creating catalog

Here you can enable orders right from the catalog. 

As you can see from the image below, it will appear here once someone makes an order. 

List of orders

Advanced Settings 

Configure order request settings from the Order Requests page.

Configure order request settings from Order Requests page.

  • Custom caption for the button and order form
  • Enable product prices and totals for order requests
  • Enable product variants (displayed for products that have variants) with fields
  • Fill in the order form header and footer.
  • Add custom fields
  • · Select product fields that will be added to a notification email, presented at the order request form for your client and order request details page for you.
  • Configure a notification email sent to your customer

Order Request Settings

Order Request List, Details, and Management

Go to the Order Requests page from the right sidebar to access the list and details pages. 

the list and details pages. 

On the list page:

  • Manage simple order request life-cycle: Accept, Reject or Close order requests or delete them. These actions are available from list and details pages.
  • Filter orders by text, status, products, and dates
  • Export orders in CSV format

Order Details

Click on Order ID to access the Order Request Details.

You can add your notes on the Order Request Details page.

Manage order numbers

Change order request number by clicking on it and entering the number that will be synchronized with your system. After that, all new orders will be automatically enumerated using your system (ex. Renamed last order is 1234, the next one will be 1235). The system recognizes only the numerical part of the order name. So, if you name the order ABC1234, the next one will still be 1235. 

Manage list of orders

Back to Order Request

Now you know what a purchase order form is, why you need it, and how you can easily create one with Catalog Machine

How to create a beautiful template to present your products?

A template is a design tool used to present text, symbols, and images. Templates are widely used in social media and for advertising and marketing.

Why are they so popular?
  • Time efficiency. It only takes seconds to present your product or information using a template.
  • Cost efficiency. Hiring a designer is way more expensive than using templates. Moreover, you can easily find free templates or create some yourself.
  • Guaranteed results. We will talk about catalog templates. Here, the term “catalog” includes line sheets, look books, data sheets, brochures, and sales sheets. If you want to create these, keep reading to learn some tricks that will make your life easier.

What to consider before creating a template

While you can create a template for the whole catalog, it’s hard to predict how it will look once you fill in the actual product information. Therefore, we recommend generating a template for each product individually. In this way, you can easily add or delete products without affecting the overall document. However, you should keep three things in mind.

  1. What is the purpose of your catalog?

A line sheet and a look book have different purposes. A line sheet targets retailers who will make a rational decision about further collaboration with you. So, you want to include all the data about the product. Conversely, a look book aims to target consumers and appeals to their emotions. A good look book has a large image of the product and minimum information, usually, the price and some product variants such as size and color.

As you can see, based on the type and purpose of the catalog, your template will look different. Always check twice to confirm whether the catalog you are using or generating serves your initial goal.

  1. What are your customers’ expectations?

Your target audience expects a certain type of behavior from you which is based on industry standards and brand identity. For instance, companies in the toy industry should always convey positivity and use bright colors and optimistic language. At the same time, businesses in the same industry could have different images. Let’s look at the automobile industry. Toyota aims to produce the best family car, Tesla the most environmentally friendly car, and BMW the most luxurious car. So, define who you are in your industry and try to maintain this image in the product template.

  1. How many products per page are you presenting?

The more products you have, the less information about one product you can fit on the page. Remember, leaving some space between images and the text is the golden rule of today’s design. Based on our experience, the ideal maximum number of products per page is 6. However, if you have 10000 products in one catalog, you would want to fit in as many products per page as you can. In this case, you should think carefully about the information you include.

How to create a template for your catalog? 

Catalog Machine is an online platform that allows you to generate templates from scratch. Let’s use it as an example of template creation.

After you create an account and upload your products, select Catalogs and click on New Catalog in the top right corner. From the options that appear, select Grid. 

You can also find existing templates based on the industry and catalog types.

Click on Select Catalog Products and move products you want to include in the catalog from the right-side column to the left.

The next step is the most interesting for us because it’s time to create the template. But first, let’s select how many products per page you want to present. Then click on +New Template to design one from scratch.

Here, all you need to do is allocate the desired elements on the canvas. An image, product name, price, and description are the most common, so, we will continue working with them.

Make sure the image file is big enough, and that the client can easily see the details.

The text also should be easy to read. However, the font may be even more important than the size. This template has a Monserrat font, which is straight and clear. Do some font research on the platform and select the one you like the most.

Make essential parts of the text bold to attract customers’ attention.

Don’t forget to align the text as it generates a neat presentation.

On the left side of the screen, you can see your products. Click on any one of them to see how the template will look with actual product information. Make changes if the text or image doesn’t fit.

Once you are happy with the template, click Save.

Now it’s time to see how the products look arranged together on one page. You can always go back to the template and change it if it does not meet your expectations.

If you are satisfied with it, click on Create a Catalog.

Template creation can be challenging if you don’t know your goal, your customers’ expectations, and how to structure the page. Once you answer these questions, sign up on https://www.catalogmachine.com/ and create your template quickly and easily!







How to create a Price List: All you need to know

A good price list will benefit your business in the following ways:

  1. Standardized prices enhance your trustworthiness as a brand and help avoid miscommunication with clients and retailers.
  2. A defined price list makes discounts seem more significant.
  3. It simplifies price management for business owners.

However, you can only achieve all this by creating a professionally structured price list. Here, we offer you some design and structure tips to craft a price list, accompanied by step-by-step instructions.

What makes a good Price List?

Structure everything

Most price lists have a tabular format. Clients are already used to it, so they know where to find the requisite information. For example, a common listing practice puts the product name and code on the extreme left with the prices on the extreme right. Implementing a table structure allows you to arrange numerous products simultaneously, which helps keep the document short. This brings us to the next point.

Beauty Price List

Keep it short and clear 

A professional price list is merely a few pages in length; there is no need to include all the product information in it. Usually, the list contains everything a client needs to pick a product and confirm an order. We recommend you include the following items:

  • Product name
  • Short description
  • Price (Retail and wholesale, if necessary)

Some industries may also require a product code (e.g. supply industry) or a small image (e.g. fashion industry).

Include contact information

Make sure the client can find contact information at first glance. For instance, if you have a multiple-page price list, put the information at the top-right corner of every page. Apart from this, also include it on the front page and the bottom of the cover page, if you have one. Remember, a purchase decision is usually a matter of seconds. So, a person who can’t reach out to you quickly is a lost client. Let us also clarify that we are not including houses, cars, etc. in this point.

Clothing Price List

Use a simple design 

Use two or three brand colors that look good together. If you are still not sure, you can find some eye-catching color combinations here. With the font, the safest option is to go with one type. You can play around with thickness or size to attract attention to specific points. Having a background full of colors can be irritating and distract from the primary purpose, so keep it simple.

Now you know the basic design rules to build a professional-looking price list. Let’s see how you can implement them in practice.

How to build a Price List?

Catalog Machine is an online platform that you can use to create a gorgeous price list. I will use it to illustrate the above theory in practice.

Once you log in and upload your product database, go to Catalogs and click on Create New Catalog. From the presented options, select Price List.

Price List as a type of a catalog

Now, add products from the database to the price list and click on Set Up a Price List in the top right corner.

Add products to the Price LIst

Now it’s time to select a structure for your price list. All the templates have a table layout that agrees with the first point made above, so, you can choose any of them and be sure of the result. Here, I select the first one as it has a predefined place for contact information.

I have already received a unified table, as you can see from the picture below. However, I am not satisfied with the design and still need to insert information such as company name, contact information, and logo in the predefined fields. For the company name and phone/address, you can directly type it in. To add a Logo, click on the sign. On the right-hand side of the screen, select Change Image, and upload an image from your computer.

To fix the table design, click on the Edit Product List button.

Price List Layout

Let’s start with the information that I want to include. To keep it clear and simple, I will remove the filled-in product description and add the image file to make my price list more appealing.

I then click on the Field button on top of the screen and use the Remove and Add options to manipulate the fields.

Now it’s time to change colors and fonts. I like the combination of Light Blue (#89ABE3FF) and White (#FCF6F5FF) with Josefin Sans font. With this choice, I achieve a light and stunning design.

To do this, I click on Design and Structure and select the needed font from the list. I then type in the color HEX number in the header. The header and borders should have matching colors. So, the table seems consistent and does not distract a reader from the text. Since I am going with white and blue, I will make the borders blue as well.

We have covered almost everything, except for a few details. Ensure that the font inside the table and the font you use for the other fields match. I will use a Josefin Sans for all the text in my price list. You can also center text inside the table.

To see the result of your work, click on Preview and select a format. The beauty here is that you can get your price list in both digital and PDF formats simultaneously. Here is the result of our work.

Click on https://www.catalogmachine.com/templates/price-list to create your professional price list!

What is a line sheet?

A line sheet is a marketing material that companies use to present their products to the retail stores and make an order. The last feature is crucial because the primary purpose of the line sheet is to sell. 

What is a line sheet?

In the past, PDF and printed line sheets were the only options, so an order form was usually included. Unless this presentation format is still popular and proves its effectiveness, some of the companies are shifting their marketing materials online. In the case of a digital line sheet, there is an ordering function that is already inbuilt in the file. Moreover, when there are any changes to the product information, the printed line sheets become outdated. 

From the retail buyer’s perspective, a line sheet is a document with all the essential information presented clearly. So, they can quickly and easily make a decision if the product is the right fit for their store. Additionally, some retail stores have a list of requirements of how the line sheet should look like. 

Long story short, every wholesale business uses a line sheet to present their products. This statement is true across almost all categories – apparel, jewelry, furniture, toys, etc.  

The Line Sheet Structure and Design 

A good line sheet has a well-organized structure. The main rule to the line sheet design is to make it absolutely clear. A line sheet is a reference guide for the buyer to find product details. 

So, the client can easily search for the information needed. The buyer should see the product range, how much it costs, and where to order it from the first sight.

 Line Sheet Design

Usually, a line sheet has a landscape layout. On the top edges, you can find contact details, such as company name, email address, phone number, website and street address, and company’s logo.

A line sheet is a few pages long. The shorter, the better. So, the products are placed on the page in a grid format (2×4, 4×4, etc.) with several lines of product details. These details usually include price, sizing, color options, and any other important information like that.

Plain background and high-quality images are two contributors to the professional-looking design of the line sheet. This is where a designer departs from lifestyle photography and focuses more on straight product shots.

As we have already mentioned, a good line sheet has an order form, and all the information needed to fill it out. 

Line Sheet Structure

A line sheet is also often customized for each client. So the “one size fits all” approach does not work in this case. Different retailers have different needs and expectations from suppliers and their products. 

The line sheet is an essential part of the sales process. So the B2B businesses put time and effort into using the best practices and strategies to create them.

What’s the difference: Line Sheet, Catalog, Lookbook?

A line sheet is sometimes referred to as a product catalog or even a lookbook. However, each of them is a separate and unique way to present products to the buyers. 

A lookbook is a visual guide to the brand. It is a compilation of fashion and lifestyle photographs of the product with minimum product information. Lookbooks are usually used in the B2C market. So, they are appealing to the emotional part of the clients. In a most common scenario, a lookbook will have one product per page layout with eye-catching font and colors. 


As you can see, a line sheet is opposite to the lookbook. First of all, it appeals to the buyer’s rational part with a clean design and structure. 

A catalog is in between a lookbook and a line sheet. A catalog often has several products per page, with appealing images and a limited amount of text. Usually, it includes product price, variances, and description. So, it is more information compared to a lookbook and less compared to a line sheet.


A line sheet contains pure facts about the products, while a catalog will discuss this fact in the advertising way. A catalog is also usually bigger compared to the line sheet in terms of the number of pages. This structure allows the companies to use a catalog for B2B and B2C markets. 

Line Sheet


A line sheet is an essential part of the wholesale business in any industry. This is why today, some software programs help businesses with this issue. Here is a list of some examples of what can be done with the help of the line sheet creation platform.

– Creating a PDF and digital version of a catalog alongside the linesheet. 

– Automation of product detail updates.

– Professional-looking templates and advanced design functions. 

– Online Ordering and Payment System embedded in the digital line sheet.

Catalog Machine presents all the features mentioned above. Click https://www.catalogmachine.com/line-sheet-template to check it out.