The Catalog module is where product data and inventory information are stored, updated, and maintained. Users can import product data, update it, and track inventory through various processes in the system.
Catalog List View
Search & Filter
Search field
Allows searching for specific products or services
"Sort" Button
Opens sorting options for the list view
"Advanced Filter" Button
Opens detailed filtering options for products and services
Additional Features
Percent
Toggle product as a “Percentage” product. Useful for easily making percentage adjustments. Used after a Bid or Quote has been setup to apply a percentage value to specific parts of your price.
Material
Toggle the product as a “Material” record. Will tally up as material related costs and can be used to track inventory.
Labor
Toggle the product as “Labor”, define the hours and rate for budgeting and job costing.
"+" Icon
Adds a new product or service record
"↻" Icon
Refreshes the list view
"📄" Icon
Generates reports related to products and services
"⚙️" Icon options:
CSV Template
Downloads a template for bulk product import
Import Records
Allows importing of product data
Show Stock
Displays current stock levels
Show Reorders
Shows products that need reordering
Export Price Book
Exports pricing information
Import/Update Price Book
Imports or updates pricing information
Setup Hierarchy
Configures product hierarchy
Vendor Update
Updates vendor information
Custom App
Accesses custom application features
Column Headers
DESCRIPTION
Displays the product or service description
CLIENT/VENDOR
Shows associated client or vendor
CATEGORY
Indicates the product or service category
HIERARCHY
Displays the product's position in the hierarchy
SELL PRICE
Shows the selling price of the product or service
Catalog Selected
Pricing Mode
Displays pricing information
Components Mode
Shows product components (for assemblies)
Accounting Mode
Provides accounting-related information
QuickBooks Mode
Offers QuickBooks integration options
Details
ID
Unique identifier for the product
SKU
Stock Keeping Unit for inventory management
Client/Vendor
Associated client or vendor
Brand
Product brand
Model
Product model
Category
Product category
Hierarchy
Product's position in the hierarchy
Description
Detailed product description
Pricing Tab (Materials)
Unit
Unit of measurement
Quantity
Quantity per unit
Unit Cost
Cost per unit
% Discount
Applicable discount percentage
Extended Cost
Total cost for multiple units
Markup
Product percentage to apply a markup
Margin
Product percentage for margin to combine markup and overhead
Sell Price
Price at which the product is sold
List Price
Suggested retail price
Nontaxable
Checkbox to mark product as non-taxable
Code
Product code for internal use
Pricing Tab (Labor)
Hours
Number of hours for the labor service
Rate
Hourly rate for the labor service
Non Taxable
Enable to set product as non-taxable.
Cost
Cost of providing the labor service
Markup
Markup percentage for the labor
Code
Pricing code used for default pricing for client records.
Sell Price
Total selling price for the labor
Pricing Tab (Percent)
Percent
Percent value to be used for this product
Based On
Labor Pre-Tax
Percentage is based on labor totals before tax is included (if applicable)
Material Pre-Tax
Percentage is based on totals before tax is added (if applicable)
Sell Price
Percentage is based on the total sell price of all items with all pricing included.
Subtotal
Percentage is based on the subtotal of all items before tax is added.
Components Tab
Assembly
Checkbox to indicate if the product is an assembly
DESCRIPTION
Component description
QTY
Quantity of component used
SELL PRICE
Selling price of the component
BILLABLE
Checkbox to indicate if the component is billable
Accounting Tab
Inventory Account
Associated inventory account
COGS Account
Cost of Goods Sold account
Revenue Account
Associated revenue account
Cost Code
Cost code for accounting purposes
Division
Company division associated with the product
Configurator
Product configurator settings
Match ID
Identifier for matching purposes
Amortization Period (Months)
Period over which the product cost is spread
QuickBooks Tab
QuickBooks Type
Product type in QuickBooks
Inventory Account
Associated inventory account in QuickBooks
COGS Account
Cost of Goods Sold account in QuickBooks
Revenue Account
Associated revenue account in QuickBooks
Use this product for Down Payments
Checkbox for down payment designation
Use this Product for Retainage
Checkbox for retainage designation
Use this Product for Credit Card Fees
Checkbox for credit card fee designation
Additional Features
PICTURE
Area to add product image
FILES / NOTES
Section for attaching files or adding notes
ATTRIBUTES
Custom attributes for the product
Archive
Checkbox to archive the product
Stock
Checkbox to indicate if the product is stocked
Unique
Checkbox to mark the product as unique
Inventory
Displays current inventory count
Sold
Shows the number of units sold
Common Workflow Questions
How do I import a large number of products into the system?
What's the process for updating pricing across multiple products?
How can I set up a product as an assembly with multiple components?
What's the best way to categorize and organize products using the hierarchy feature?
How do I sync product information with QuickBooks?
Can I track inventory levels and set up automatic reorder notifications?
