How to Manage Catalog Items

Setting up the catalog is a great way to streamline your quotes and invoicing.

Your Catalog is a list of all items and services that you provide as a business. You have the ability to set default pricing items and services. This allows you to quickly create itemized quotes and invoices as well as projecting the profitability of projects (when using the projects feature).

Follow the below steps to set up your Catalog:

1.  Click on the New actions button in the upper-left part of the screen and then click Catalog Item.

2. If this is the first time entering catalog items, there will be a green START button under each type of catalog item. You can click START under the necessary item or click one of the three categories at the top-left of the screen. For this example, Service will be selected.

3. Click Service from the list of categories. Any service items are entered into the catalog will display on this screen.

4.  Click NEW ITEM on the above screen to add a new service item to the catalog. Complete all required and any necessary optional fields.

  • Select Sales Account from the drop down menu. If another selection is needed, click ADD NEW and you will be able to add a new item to your Chart of Accounts.
  • Enter the name of the item in the Item Name field. This should be a title or brief description of the service to be performed.
  • Set your pricing. Use hourly for services where each hour added should be billed. Use fixed for items with pricing that based on time or effort involved.

5.  Click the SAVE button to complete the entry of this catalog item.

Now your new Catalog Item is available for use with quotes, invoicing and projects!


Related Articles:

How to Create and Send a Quote

How To Convert Quotes to Invoices

How to Create and Send an Invoice