Can I use this checklist with Excel?
Yes. The checklist works with any process; a dedicated workflow simply makes the comparison, approvals, and history easier to repeat.
Product catalog update checklist
Product Catalog Update Checklist
Use this checklist whenever a supplier or internal team provides a new catalog spreadsheet. It keeps the review focused on what could affect margins, customers, and downstream systems.
Why this matters
Catalog updates often move fast because the file looks familiar. That is when a small mistake can become a public one.
A safer process
Turn the update into a clear decision.
- 1Save the new source file.
- 2Compare it to the approved baseline.
- 3Review price, cost, margin, and removal exceptions.
- 4Confirm required fields for new and changed products.
- 5Approve the final version before exporting or publishing.
Review checklist
Before you publish.
- I know the source and date of this update.
- I can see what changed.
- Price and margin exceptions are reviewed.
- Missing items are not deleted automatically.
- An approved version is named before publication.
Frequently asked questions
What should happen after approval?
Create a new approved version and use it consistently for the catalog, exports, PDFs, feeds, and connected systems.
Check your own supplier file before anything changes.
Start with one CSV or Excel file. ProductCatalogs.ai shows the risky changes and keeps the current catalog protected until you approve.
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