01What it is
The materials catalogue lists everything you buy and install. Each product has a name, a group and subgroup, a brand, a variant, an SKU, a unit and a pack size.
Three prices: purchase cost, retail price and project price. The project price is suggested in a quote. On the material record you add supplier prices with a date, so you can see who is cheaper; the product price list itself stays unchanged.
A material used in projects, quotes, orders, reservations or stock movements cannot be deleted. Untick Active instead: it disappears from the choice lists and its history stays.
- THREE PRICES
- Purchase, retail and project price.
- SUPPLIER PRICES
- Purchase price history with dates on the material record.
- DEACTIVATE, DO NOT DELETE
- A material with a history is switched off.
02What it is for
Faster quoting
A catalogue material goes into a quote with its price and unit.
Margin under control
Purchase cost next to the customer price, with finance access.
Where it is cheaper
Supplier prices with a date and a link to the offer.
An orderly catalogue
Colour-coded groups and subgroups for hundreds of items.
03Main options
The catalogue has a list of materials, a product form and the Groups and subgroups tab.
Product, category, stock and three prices
A list as a table or as tiles with a photo.
- Columns: product, category, stock, purchase cost (with finance access), retail, project price
- Filters: warehouse, category and group, whole catalogue or below minimum only
- CSV export, with finance access also with the lowest supplier price
Catalogue data and prices
A separate screen opened with Add a product or Edit.
- Name, group, subgroup, brand, variant, SKU, unit, pack
- Purchase cost, retail price, project price
- Category and group, notes, Active
Catalogue structure
The Groups and subgroups tab with the New group and New subgroup windows.
- A group has a name, a colour and a position in the order
- A subgroup belongs to a group and has a position in the order
- A group with products or services cannot be deleted
04Tasks step by step
- STEP 1Open Modules › Suppliers and subcontractors › Materials catalogue and choose Add a product.
- STEP 2Enter the name, then choose the group and the unit.
- STEP 3Enter the purchase cost, the retail price and the project price. Choose Save product.
- STEP 1Open the material record and choose Add a supplier price.
- STEP 2Choose the supplier, enter the purchase price and the date, and optionally a link to the offer.
- STEP 3The price goes into the price history and onto the supplier record.
- STEP 1Open the Groups and subgroups tab.
- STEP 2Add colour-coded groups, for example electrical installations or fire protection, and subgroups within them.
05Actions
The most common tasks in the materials catalogue.
Add a product
A new material in the catalogue.
Add a supplier price
A dated purchase price in the price history.
New group
A group with a colour and a position.
Export CSV
The catalogue from the current filter in one file.
06What it connects to
Choose a module to see where the catalogue is used.
Quotes
A catalogue material goes into a quote with its project price.
Go to the topicQuotesStock levels
Stock and minimum levels of each material by location.
Go to the topicStock levelsSuppliers
Prices from a supplier appear on their record on the What we buy tab.
Go to the topicSuppliersCategories and groups
Material categories and groups for filtering the catalogue.
Go to the topicCategories and groups