Catalogues store the items you use when creating estimates, jobs, purchase orders, work orders, and change orders. Anything in a catalogue is searchable and reusable.
Watch the video here or read in detail below.
What should go in a catalogue?
Use catalogues for:
Supplier price lists
Your estimating rates
Labour rates (staff or subcontractors)
Any items you regularly price
You can create as many catalogues as you like. Just note that more catalogues means more price lists to keep updated.
Catalogue types
Item catalogue (most common)
A simple list of priced items, such as materials or labour rates.
Recipe / Assembly catalogues
Recipes and Assemblies are the same thing. They bundle multiple items together (for example, a door set with hardware). Most users build recipes/assemblies inside an estimate, then save them for reuse as needed.
Creating a catalogue
Go to Catalogues → Create
Choose Item or Assembly catalogue
Give it a name (version notes are optional)
Select a contact (used later for purchasing defaults)
Importing from Excel?
Use the Price list importing guide for templates and requirements:
Adding items
Open the Items tab
Select New Item
Enter description, unit, and rate
Item codes are mainly useful for supplier price lists so supplier codes appear on purchase orders. You can also add images (helpful for supplier items and specifications).
As always, any questions, let us know!