Purpose
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. Having Catalog data allows users to add or include “Catalog” items across various modules within TRUE:
- Quotes
- Jobs
- Invoices
- Bids
- Invoices
- Change Order
- Work Tickets
- Materials
- Inventory
- Requests
- POs
- Bills
Note
To access the TRUE Fence Catalog, refer to the article HERE. The “Catalog” module in TRUE strictly controls pricing for TRUE.
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 |
| Material/Labor/Percent Toggle | Toggle the correct pricing type for the selected product. Only one can be selected at a time. |
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?