How to create a SWAG catalog

Our client catalogue add-on allows you to add and manage your own internal rewards (e.g. company swag) but if you have your own reward suppliers, we are happy for you to use them too. You will need to download employee orders and process them (the download gives you all of the relevant detail to be able to organise the delivery or collection).

How to setup client catalogue

Step 1 - Settings

  • Login to your Workstars administrator account (must be the primary account or technical user)
  • Click on Settings at the top
  • On the left-hand menu, click Redemption and then select Settings
  • In the Your Catalogue section, change the Your Catalogue value from No to Yes
  • In the Redemption Enquiry Email box, enter an email for your employees to contact if they have any questions about an order
  • In the Terms and Conditions box, enter appropriate content. You could add things like how often you are going to process orders and that they responsible for checking the details of their order are correct.
  • Click Update Settings
  • On the left-hand menu, click Configure
  • Click Enable against Your Catalogue

If you are running recognition across multiple countries, instead of just selecting Enable you will need to assign which countries you want your catalogue to show in:

  • Click on Configure in the redemption section
  • This lists all the countries in your program
  • Click on Change next to each country you want the catalogue showing in
  • Click Enable next to Your Catalogue
  • Repeat this for each country

You should now see a Redeem tab appear in the main menu. If you don't see this, press F5 on your keyboard to refresh the page.

Step 2 - Create your catalogue

  • Click on the Redeem tab
  • Click Your Catalogue
  • Click Add Product
  • Follow the instructions to create your products

You will need the following information to create a product:

  • Product Code
  • Product Name
  • Description
  • Category
  • Delivery method
  • Image (min.300px by 300px)
  • Country
  • Pricing

Please Note

As soon as you add a product this will become visible for your employees and they will be able to redeem the item using their balance.

Step 3 - Managing Orders

Download Orders

As this is your own catalogue, you will need to download and manage orders via the administration system:

  • Click the Redeem tab
  • Click Your Orders
  • The page displayed, shows all orders made and any orders not processed will show as "Queued"
  • Click on Process Orders to download a csv file
  • You will now need to organise the delivery or collection of the product to the employee
  • Downloading the orders will change the orders status to "Downloaded"

Cancel Order

If you need to cancel an order:

  • Click the View button next to the appropriate order
  • In the top right, click the ... button and select Cancel Order
  • In the popup, click Confirm to cancel the order
  • This will automatically credit the value back to the employee's balance and the orders status will change to "Cancelled"
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