Overview
The Product Catalogue holds every item that can be quoted, ordered, or built. This article covers how to add the items that make up a catalogue (Categories, Products, Variants, and Product Kits) and how to extend them with accounting codes and custom attribute columns.
All catalogue items are added via the Add New button on the Product Catalogue page. The available options depend on which features are enabled in the workspace:
Category
Flashing (if Flashings is enabled see Product Catalogue: Drawings/Flashings)
Product
Product Kit
👥 Access Permissions
Only users with access to Products can add or edit them. Review user roles before commencing.
Categories
Categories group products into navigable sections of the catalogue, making it faster to locate items by type, supplier, or any other grouping that suits the shop. Setting up Categories first keeps the catalogue well-structured as Products and Kits are added.
Add a Category
Select
Add New>Category.A Category Name field appears below the existing list of categories. Enter the new category name.
Press
Enterto save.
📝 Notes
A category containing products cannot be deleted. To remove a category, first move all products out of it.
The Miscellaneous category is a Factory default and cannot be deleted. Any product or kit added without a category assigned is placed here.
Product
Products are the individual items the shop buys, sells, or both. Every line item on a quote, order, or kit traces back to a Product in the catalogue, so accurate Product setup keeps pricing, supplier links, and accounting in sync downstream.
Add a Product
Select
Add New>Product.Add an image for the product (
Add image> select the file >Open/Confirm). The image is displayed in the Product Catalogue list.Enter a Product name.
Adjust product Settings as required.
If I buy this item is ticked, set up the supplier in the Buying section.
Add product details, pricing, and link the accounting package item number if required.
Select
Save.
Add a Product variant
Product variants are versions of the same product that differ only in colour, size, finish, or description. Using variants instead of separate products keeps the catalogue clean: one parent product holds the shared details, and each variant adds its own colour or size without cluttering the list.
Open the product from the Product Catalogue.
Scroll to the Pricing section.
Select
+ add product variant.
Enter the variant details in the new row.
Select
Save.
Product kit
A Product Kit bundles multiple products and labour line items into a single item that can be added to an order in one step. See Product Catalogue: Product Kits for background on the two kit types and how each is priced.
📝 Note
The products and labour items the kit will contain must already exist in the Product Catalogue before the kit is created.
Add a Standard Kit
A Standard Kit calculates its price from the sum of its individual line items. Component price changes in the catalogue flow through to the kit automatically.
Select
Add New>Product Kit.Add an image for the kit if required (
Add image> select the file >Open/Confirm).Enter a Product kit name.
Adjust kit Settings as required:
Enter a kit description (optional).
Leave Kit Options unticked, since this is a Standard Kit.
Set the category where kit needs to be under
Link the accounting code
Set where individual kit items and sub-kits should be displayed.
Add products or sub-kits to the kit.
Select
Save.
Add a Custom Kit
A Custom Kit carries a single fixed price that overrides its component prices. Cost and markup can be tracked to calculate the kit price automatically.
Select
Add New>Product Kit.Add an image for the kit if required (
Add image> select the file >Open/Confirm).Enter a Product kit name.
Adjust kit Settings as required:
Enter a kit description (optional).
Tick Use custom kit pricing when adding to order.
Tick I track costs and markups for this kit if cost and markup tracking is needed.
Select the Category the kit should sit under.
Link the accounting code.
Set where individual kit items and sub-kits should be displayed.
Add products or sub-kits to the kit.
In the Pricing section, adjust the pricing details for the kit.
Select
Save.
📝 Notes
The Cost field on a Custom Kit is not editable. It is calculated as the sum of all line item costs in the kit.
The Price is calculated automatically when both Cost and Markup have values.
The calculated Price does not flow into the kit's Price Levels automatically. The value must be copied and pasted into each Price Level row as needed.
Add a Kit variant
Kit variants apply the variant pattern to Custom Kits, allowing different versions of the same kit to be defined under one parent. Only available on Custom Kits.
Open the Custom Kit from the Product Catalogue.
Scroll to the Pricing section.
Select
+ add kit variant.Enter the variant details in the new row.
Select
Save.
Additional configurations
Link an accounting code
Linking products to accounting codes keeps invoices, sales orders, and purchase orders aligned with the chart of accounts, removing the need for manual reconciliation later. Once the workspace is integrated with an accounting system (MYOB, QBO, or Xero), an (Accounting Package) Item # column becomes available in the product list.
In the (Accounting Package) Item # column, click the field next to the product or variant to be linked.
Start typing the accounting code and select the matching entry from the results.
Select
Save.
Add attribute column
Attribute columns add extra detail to a product or custom kit's Pricing section, such as descriptions, dimensions, colours, or any other specification. Each column can be set to display only internally or also on customer-facing documents, giving full control over what information appears where.
To add an attribute column:
Open the product or Custom Kit from the Product Catalogue.
Click the dropdown arrow on any existing attribute column and select
Add attribute column.
A new column appears. Enter a column name and the values for each row.
Set where the new column should appear using the show / hide section.
Select
Save.
📝 Notes
The Description column cannot be deleted but can be renamed.
Other attribute columns can be deleted by clicking the dropdown arrow next to the column name and selecting Delete.