How to perform actions on a group of products

This page explains how to:

  1. Choose your products
  2. Create a PDF catalogue
  3. Add to a new or existing batch
  4. Run custom reports
  5. Create single-product PDFs (AIs, press releases)
  6. Create multi-page PDFs (flyers etc)
  7. Manually add to a new or existing ONIX file batch
  8. Include in a website feed
  9. Delete from a batch

1. Choose your products

  • Go to Bibliographic > Products
  • If necessary, search to narrow down your selection (e.g. within a range of publication dates): click the Advanced search button or use the Product search
  • Tick the checkbox at the top to choose all your search results. Alternatively, tick or un-tick individual products
  • Click Perform batch action and choose from the options that appear.

2. Create a PDF catalogue

  • Choose Create PDF catalogue
  • Choose the Catalogue template
  • Click Run.
  • Go to Notifications
  • Refresh the page until a message appears saying the catalogue has been created
  • Click on Result to download it to your desktop.

3. Add products to a batch

  • Choose Add to a batch
  • If you want to add to an existing batch, choose the batch from the dropdown
  • If you want to create a new batch, type the name under Or add to a new batch
  • Click Run
  • Go to Bibliographic > Batches to review the batch.

4. Run a custom report

  • Choose Run custom report and choose the custom report name
  • Go to Notifications
  • Refresh the page until a message appears saying the report has run
  • Click on Result to download it to your desktop.

5. Create a batch of AIs

  • Choose Create PDF AIs, and select the template you want. Click Run.

Don’t see a suitable template? Add AI templates in Settings > Configuration.

  • Go to Notifications
  • Refresh the page until a message appears saying the AIs have been created
  • Click on Result to download your AIs in a zip file.
  • Unzip the file on your desktop to review your AIs. C3c6598 4981050

6. Create a multi-product PDF

  • Choose Create PDF catalogue, and select the template you want. Click Run.

Don’t see a suitable template? Add marketing material templates in Settings > Configuration.

  • Go to Notifications
  • Refresh the page until a message appears saying the catalogue has been created
  • Click on Result to download your PDF.

7. Create or add to an ONIX file batch

ONIX file batches are what gets sent to ONIX recipients. Given that every client’s ONIX feeds are different, we provide individual configuration and training in this area. Please contact us. 

8. Include in your website

Only follow these instructions if you have worked with us to set up a Shopify or other ecommerce site for your company fed from Consonance.

  • Choose Include in your website
  • Choose your website name
  • Click Run
  • Review the selection of products due to be pushed to your website at Data exchange > Websites.

9. Delete from a batch