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Managing Catalog Items

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

Creating Catalog Items​

Add New Item​

  1. Click Add New or +
  2. Fill in product details:
    • Enter name (required)
    • Select category (cost code)
    • Choose manufacturer
    • Add model number, color, size, style
  3. Upload images
  4. Attach documents
  5. Add links
  6. Set status to Enabled
  7. Click Save

Required vs Optional​

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

Editing Items​

  1. Find the item in the list
  2. Click to open
  3. Modify fields as needed
  4. Update images/documents/links
  5. Click Save

Duplicating Items​

Create copies for similar products:

  1. Open the item
  2. Click Duplicate
  3. New item created with all content copied
  4. Edit the duplicate as needed

Deleting Items​

  1. Open the item
  2. Click Delete
  3. Confirm deletion

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