Product Catalogue overview

A Catalogue of all commonly bought and sold Products. Use search to create a view to Delete, Duplicate and Add New Products.

Locating this section in app: Products > Product Catalogue

Product Catalogue page features

Search by Category or Product Name

🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.

To delete a Product from the list:

Select a Product using the checkbox or by selecting a Product then click on the kebab/other options next to it
Select Delete, or by selecting a Product and selecting the kebab/other options menu, and then Delete.

🗒️ Notes:

A popup window will appear to confirm that you will no longer be able to add these products to Sales and Purchase Orders;
Deleting a Product does not remove it from historical orders.

Allows you to Duplicate product or undertake a Stocktake.

Duplicate an existing product. Save time in creating a similar product by duplicating an existing product.

Select products from the Product Catalogue > Tools > Stocktake
Make changes to On Hand for products being updated > Update Stock.

🗒️ Note: to print an Inventory List, right click your mouse (on the Stocktake page) and select Print.

Select Add New to add a new Category (group heading), Flashing, Product (Item) and/or Product Kit (Bill of Materials).

Choose Category, Flashing (if enabled), Product or Product Kit depending on what's being added.

🗒️ Note: we can support you with uploading Products (Items) in bulk.

We can support you with uploading a Product/Item list in bulk; we require the list in a CSV/Excel format.

A bulk list can be downloaded from our accounting package.

For MYOB users:

Download your Item list from MYOB, select Lists > Items > Print > Export (top left dropdown) > Excel