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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
    • 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, at least one image
  • Optional: All other fields

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

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.

Best Practices​

Naming Conventions​

  • Use clear, descriptive names
  • Include key identifiers (brand, model)
  • Be consistent across similar items

Categories​

  • Assign appropriate cost codes
  • Use consistent categorization
  • Consider how estimators will search

Organization Tips​

  • Group similar products
  • Use consistent manufacturer names
  • Fill in all relevant fields
  • Add spec sheets for complex items

Maintenance​

  • Review catalog periodically
  • Remove discontinued products
  • Update pricing/availability
  • Add new products as needed

Troubleshooting​

Item Not Appearing in Estimates​

Check that:

  • Status is Enabled
  • Category matches the estimate entry
  • Item was saved properly

Duplicate Items​

To consolidate:

  • Delete the duplicate
  • Update any references
  • Use search to find similar items