1. Introduction

Catalogs + LineSheets Pro lets Shopify merchants generate beautiful product catalogs (PDF & hosted flipbooks) and professional line sheets (Excel/CSV). Both modules read live data from your Shopify store — products, variants, metafields, and (where configured) metaobjects — so documents stay accurate.

• Catalog Generator: design branded product catalogs and share as interactive flipbooks or downloadable PDFs.
• LineSheet Generator: build structured spreadsheets for wholesale/B2B and internal reporting (Excel/CSV, optimized for Google Sheets).

2. Plans & Limits

All plans include a 14‑day free trial. Limits apply per document, not per store.

Part I — Catalog Generator (PDF + Flipbook)

1. What Are Catalogs?

Catalogs present your products as branded pages in a downloadable PDF or as a shareable, hosted flipbook. Use them for sales decks, lookbooks, line reviews, or printable product guides.

• Start from Standard or Lookbook templates.
• Customize backgrounds, fonts, logos, headers, field layouts, and more.
• Include product, variant, metafield, and metaobject data.
• Export a PDF or share a flipbook link.

2. Create a Catalog (4 Steps)

Step 1 — Catalog Settings

• Title — internal or public name.
• Paper size — A4 or Letter.
• Notify via email — add up to 10 recipients to receive the file when ready.

Step 2 — Products & Pricing

• Select products — all products, collections, or manual picks.
• Filters — stock, vendor, product type, status, tags, price range.
• Hide products without images — removes entire products that lack any image.

Variant behavior

• Show each variant as a separate product.
• Group by Option 1, Option 2, or Option 3 (e.g., Size or Color), or choose no grouping.

Product pricing

• Increase/decrease by fixed amount or percentage.
• (Enterprise / Shopify Plus) Override retail with B2B catalog pricing and show quantity breaks.

Locations

• Select inventory locations to display available stock per product.

Step 3 — Product Sorting

• Sort automatically by Alphabetical, Category, Product Type, Vendor, Price, or Date.
• Reorder with drag‑and‑drop directly in the list (one row visible), or open the maximized sorting modal for full‑screen control.
• Optionally hide products you don’t want in the catalog.

Step 4 — Design Catalog

Launches the Catalog Designer, a visual editor for pages and fields.

3. Catalog Designer

Three page types:

• Front Cover
• Product Pages
• Back Cover

Layout options

• Grid Layouts: 1 product, 2 products, 3 products, 4 products, 5 products, or Custom (1×1 to 4×4).
• Templates: Standard (all product pages in 3×2), Lookbook (varied page layouts with additional product images).
• Apply layout to all pages — updates grid configuration across product pages.

Fields

• Common: Title, Description, Image(s), Vendor, Type, Price, Options (1–3), SKU, Barcode, QR, Inventory, Add‑to‑Cart.
• Quantity breaks (Shopify Plus) and B2B pricing (Enterprise/Plus).
• Metafields and Variant metafields via the Add Field modal.
• Metaobjects — auto‑rendered per product; hide unsupported fields as needed.

Field behavior & styling

• Drag‑and‑drop to reorder fields.
• Widths: 1/3, 2/3, or full. Consecutive equal widths align on one row.
• If any field value is empty, that field will not show.
• Fonts, colors, spacing, borders, and additional options (vary by field type).
• Upload custom fonts for Catalogs.

4. Output & Hosting

• PDF — downloadable, compressed automatically.
• Flipbook — hosted interactive viewer; share the public URL.

5. Best Practices

• Use high‑resolution images for print‑ready PDFs.
• Reuse past catalogs to maintain brand consistency.
• Group variants where helpful for readability.
• Personalize covers (brand story, contact details).
• Keep field widths consistent for balanced layouts.

6. Troubleshooting

Scheduling: Catalogs are generated manually (no scheduling). LineSheets support full scheduling.

Part II — LineSheet Generator (Excel / CSV)

1. What Are LineSheets?

LineSheets are structured spreadsheets summarizing product and variant data for wholesale/B2B or internal teams. Catalogs and LineSheets support the same pricing capabilities (global adjustments, B2B catalog pricing, and quantity breaks).

2. Create a LineSheet (5 Steps)

Step 1 — File & Branding Settings

• Format: Excel (XLSX) or CSV.
  Note: There is no native “Google Sheets” format. We generate an optimized Excel file that opens perfectly in Google Sheets.
• Branding: Logo, header colors, fonts.
• Schedule: Daily, weekly, or monthly; 8:00 UTC default.
• Email notifications: Up to 5 recipients.
• Title: Internal name for organization.

Step 2 — Products & Locations

• Select all products, collections, or specific items.
• Filter by vendor, tag, price, status.
• Choose inventory locations (CSV creates one file per location).

Step 3 — Primary Option

Choose the main variant option (e.g., Size or Color). Each value becomes a column, making stock and pricing easy to scan.

Step 4 — Additional Data

Add standard fields (price, vendor, weight, etc.) and Shopify metafields as separate columns.

Step 5 — Variant Data & Generate

Add variant details (SKU, barcode, cost, margin, profit, and more) as cell comments to keep the table clean. Click Create Line Sheet to start generation; progress appears in the Control Center.

3. Automation & Scheduling

• Schedule daily/weekly/monthly runs with timezone support.
• Automatic emails on completion.
• Status indicators: Queued → Processing → Completed → Failed.

4. Branding & Customization

• Logo and header color scheme.
• Font and alignment controls.
• Optional header background for contrast and readability.

5. Managing Generated Sheets

• View settings and history in the Control Center.
• Download or regenerate past files.
• Cancel future schedules.
• Upgrade plan to increase SKU limits (takes effect immediately).

6. Troubleshooting

7. Tips & Best Practices

• Google Sheets is recommended if you want product images to display without manual refresh steps.
• Use metafields to include custom attributes (e.g., materials, care instructions).
• Keep variant data as comments to maintain readability.
• Leverage scheduling for up‑to‑date inventory snapshots.

General Information

Data Handling

Documents store product IDs and configuration only. Product data is refreshed from Shopify at generation time, ensuring up‑to‑date prices, stock, and attributes.

File Hosting

Catalog PDFs and flipbooks are hosted on our servers and compressed for fast downloads. Hosted flipbooks count toward your plan limit; deleting a catalog removes its flipbook. PDFs cannot be re‑uploaded.

Fonts & Languages

Latin and CJK characters are supported. You can upload custom fonts for Catalogs.