Catalog is the easiest and best way to have a single central location for storing and managing your line items, then distributing these for use in the Quotes module.
How Does It Work?
See below what your Catalog home page will look like when you first log in. There's a search panel on the left hand side of the screen, an option to add new items, while the centre pane will be populated with line items once you start creating.
In Catalog, "Items" refers to each individual item in your inventory, and is intended to represent a single line item on your quote. Typical use for items can include materials, or defining a type of labour. For example, the item below is being used to quote the hourly rate for the labour of a plasterer:
Combos are a great way to quickly apply a set of line items onto your quote - for example, that cover labour and material in one line item, or includes removal, supply and install,
To view your combos, just use the panel on the left hand side of the page to switch your view from "Items" to "Combo". We'll highlight the text in white so you can see easily which tab is selected.
In a similar fashion to Combos, you can group common repairs into a "Bundle" for quick application to your quotes. Bundles don't display on the quote as a line item, however, and this is how they differ from combos - a bundle will apply as a Group, with the bulk line items within.
Bundles may include but are not limited to:
A set of line items (any category)
A set of line items and Combos
A set of multiple Combos
Bundles are often useful if you find yourself creating the same quotes repeatedly and just need to have a nice lump set of items to drop into the Quote.
To view your bundles, just use the panel on the left-hand side of the page to switch your view from "Items" to "Bundle". We'll highlight the text in white so you can see easily which tab is selected.