Selection Catalog
Manage your library of product selections that can be used across all projects.
Overview
The selection catalog is a company-wide library of products, finishes, and options that customers can choose from during the selections process. Items in the catalog can be reused across multiple projects and estimates.
Accessing the Selection Catalog
- Go to Settings → Selections Catalog
- Import, view, search, and manage catalog items
List View
The catalog list displays each item with the following columns:
| Column | Description |
|---|---|
| Thumbnail | Preview of the first image (placeholder icon when no image exists) |
| Name | Product name — click to open the item in the edit panel |
| Model # | Manufacturer's model number or SKU |
| Size | Size specification |
| Style | Style variant |
| Color | Color option |
| Cost Code | Assigned cost code category |
| Notes/Attachments | Icons indicating attached notes, documents, or links — hover to see note text or click attachment links |
| Status | Toggle switch to enable or disable the item directly from the list |
| Actions | Menu with Edit, Duplicate, and Delete options |
Catalog Items
What's in a Catalog Item
Each selection catalog item includes:
| Field | Description |
|---|---|
| Name | Product name (required) |
| Category | Cost code/assembly category (required) |
| Manufacturer | Product manufacturer |
| Model Number | Manufacturer's model/SKU |
| Color | Color option |
| Size | Size specification |
| Style | Style variant |
| Status | Enabled, Disabled, or Pending (default: Pending) |
| Notes | Additional details |
Manufacturer is required when both Model Number and Style are empty. At least one of these three fields must be provided.
Images
Attach product images:
- Multiple images per item
- Drag to reorder
- First image is primary/thumbnail
- Supported formats: JPG, PNG, GIF
Documents
Attach specification documents:
- PDF spec sheets
- Installation guides
- Warranty information
- Drag to reorder
Links
Add external URLs:
- Manufacturer product pages
- Online catalogs
- Video demonstrations
- Custom link names
Organizing the Catalog
Categories
Assign items to categories (cost codes):
- Kitchen Cabinets
- Countertops
- Plumbing Fixtures
- Flooring
- Lighting
- Hardware
- Custom categories
Categories filter items when adding to estimates.
Manufacturers
Link items to manufacturers:
- Shows brand information
- Helps with filtering
- Maintains product relationships
Manufacturers are managed in Settings > Manufacturers.
Status Options
| Status | Description |
|---|---|
| Enabled | Available for use in estimates |
| Disabled | Hidden from selection panels |
| Pending | Draft/under review |
Searching and Filtering
Search
Find items by:
- Name
- Model number
- Style
- Color
- Manufacturer name
Filters
Click the Filters button to narrow results by multiple fields at once:
- Cost Code — select a cost code category from the autocomplete
- Manufacturer — choose a manufacturer from the dropdown
- Model # — enter a partial or full model number
- Style — enter a partial or full style name
Click Apply to update the list. Filters persist while browsing and paginating. Click reset all to clear all active filters. An indicator dot appears on the Filters button when filters are active.
Sorting
Click a column header to sort the list by:
- Name
- Model #
- Size
- Style
- Color
- Cost Code
- Status
In This Section
- Managing Items - Create, edit, and organize catalog items
- Images and Files - Upload and manage product media
- Using in Estimates - Add catalog items to project selections