Item Catalog

Rows without a name are skipped by the current save action. Adding a row on screen is not the same as saving it.

1. Open Quotes & Invoices → Item Catalog and select Add Item.
2. Enter a Name. Add an optional SKU, which is your own short reference code for the item.
3. Enter a helpful Description, Unit Price and Unit, such as hour or each.
4. Review Tax % and leave Active selected if the item should be available in the document picker.
5. Select Save All, wait for the page to reload and confirm the saved row.

A catalog entry is a reusable starting point. Review each document’s values before sending it. Changes to the catalog do not rewrite the line items already saved on an existing document.

The bookmark icon beside a document line offers a separate way to save that line to the catalog. Confirm the catalog save before assuming it is reusable.

1. Open a new quote or invoice and select From Catalog.
2. Search for and choose the item.
3. Check the copied description, quantity, price, discount and tax on this document.
4. Save the quote or invoice separately.

Edit a catalog row and use Save All to keep the changes. Clear Active and save when an item should no longer be offered in the active picker.

The trash icon asks for confirmation when deleting a saved item. That deletion is a separate action from Save All. Check the item name before confirming.

The current screen does not provide a paged catalog browser. If an expected item is not available, check its name and active state with the account owner.

• New Quote →
• New Invoice →
• Templates →