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Managing Catalog Items

Required Permission
Manage Catalog - You must have the Manage Catalog permission to access this setting.

Create, edit, and organize items in your selection catalog.

Creating Catalog Items​

Add New Item​

  1. Click New Item in the toolbar
  2. A panel opens on the right side of the screen
  3. Fill in product details:
    • Enter name (required)
    • Select manufacturer
    • Add model number, size, style, color
    • Select a cost code
    • Add notes
    • Enter the Cost — your cost for the product
    • Set status
  4. Click Create
  5. After creation, the panel stays open and expands to show image upload, document attachment, and link management sections
  6. Upload images, attach documents, and add links as needed
  7. Close the panel when finished

Required vs Optional​

  • Required: Name
  • Recommended: Category, Manufacturer, Cost, at least one image
  • Optional: All other fields

Cost​

The Cost field holds your cost for the product — what you pay, not what the client sees.

When the item is added to a selection on an estimate, its cost becomes the selection's Cost (each). Markup is applied on the estimate, so enter the raw cost here.

  • Cost is a per-item value, entered in dollars
  • Leave it blank for products you price case by case
  • Items copied from the Global Catalog arrive with the manufacturer's list price already in Cost — edit it to match your pricing
  • Changing an item's cost does not change selections already added to an estimate

Cost appears in its own column in the catalog list, so you can scan the whole catalog for missing or stale pricing.

Editing Items​

  1. Click the item Name in the list, or select Edit from the actions menu
  2. The item opens in a panel on the right side of the screen
  3. Modify fields, images, documents, or links as needed
  4. Click Save
  5. Close the panel when finished

Enabling and Disabling Items​

Toggle an item's availability directly from the list view:

  1. Find the item in the list
  2. Use the Status toggle switch in the item's row
  3. The status changes immediately between Enabled and Disabled

Enabled items are available for use in estimates. Disabled items are hidden from selection panels.

Duplicating Items​

Create copies for similar products:

  1. Click the Actions menu (three-dot icon) on the item's row
  2. Select Duplicate
  3. A new item is created with all content copied
  4. Open the duplicate to review and edit as needed

Items Copied from the Global Catalog​

Items copied from the Global Catalog show a globe icon next to their name in the list, and a Source: Global Catalog banner when opened.

They behave like any other catalog item — rename, re-price, add photos, enable or disable them freely. The only difference is that they can be refreshed from the manufacturer's data.

Updating an Item from the Global Catalog​

  1. Open the item
  2. Click Update from Global Catalog in the source banner
  3. A message confirms which fields changed, or that the item was already up to date

The update pulls in the current name, manufacturer, model number, colour, size, style, note, and cost. Your cost code, status, and any photo or link you added are left alone. The existing item is updated in place, so estimates already pointing at it keep working.

info

Updating a catalog item does not change selections already added to an estimate.

Deleting Items​

  1. Click the Actions menu (three-dot icon) on the item's row
  2. Select Delete
  3. Confirm deletion in the dialog

Deleted items are soft-deleted and can be recovered if needed.

Deleting Several Items at Once​

  1. Tick the checkbox on each item you want to remove
  2. To cover more than the current page, tick the header checkbox and then click Select all N items in the banner
  3. Choose Delete from the bulk actions dropdown next to the selected count
  4. Confirm in the dialog

Click Clear selection in the banner to start over.