Product catalogue

The product catalogue holds the items you sell so you can reuse them on proposal line items instead of retyping a name, price, and tax rate every time. You manage it on the Products & services page, where you add items, organize them into collections, and see booked revenue by category.

Adding a product or service

Click Add product to open the Add product or service dialog. The fields are:

• Name: required. Submitting a blank name returns "Name is required."
• Kind: Product or Service. Defaults to Service. This is a label for the table; it does not change pricing or tax behaviour.
• Collection: the folder this item belongs to. Defaults to Ungrouped. See the collections section below.
• Description: optional free text.
• Unit price: required. Entered in dollars (the catalogue stores it as cents internally). A non-numeric or negative value returns "Price must be a number ≥ 0."
• Currency: USD, CAD, EUR, GBP, or AUD. Defaults to USD.
• Default tax: an optional rate from your tax rates list, defaulting to None. When you add this item to a proposal line, this rate pre-fills and stays overridable on that line.
• Track inventory: a toggle. When on, an Inventory total field appears for the units you stock. When off, the Inventory column stays blank and the item is never blocked for stock.

Reading the catalogue table

Each item shows five columns: Name, Kind, Price (formatted in the item's currency), Inventory, and Active. For inventory-tracked items the Inventory column reads as committed / total: committed counts the units reserved when deals are invoiced. The Active column shows Active or Inactive.

The toolbar above the table reports the item count and, when collections exist, the collection count. Rows are grouped under a header for each collection that contains products, plus a trailing Ungrouped section for items with no collection. When the catalogue is empty, the page shows "No products yet" with an Add product prompt.

Editing and archiving items

Each row has a pencil icon to edit and a trash icon to archive. The edit dialog adds an Active toggle that is not present when creating. Archiving asks you to confirm: "Archive "<name>"?". The dialog notes it won't appear when picking items on new line items, and that existing line items keep their copy. Confirming soft-deletes the item and turns it inactive.

Archiving removes an item from the picker for new line items but leaves existing line items untouched: proposals that already reference the item keep their frozen data. Archiving is a soft delete, so the historical record stays in place.

Organizing with collections

Collections are nestable folders for grouping the catalogue. Click Manage collections to open the dialog, then use the New collection form. A collection needs a Name and an optional Parent; leave the parent as None (top level) for a root folder. Nesting depth is not capped.

Assign an item to a collection through the Collection dropdown in the product dialog. To reparent a collection, edit it from the Manage collections dialog. Reparenting is guarded: moving a collection into itself returns "A collection can't be its own parent." and moving it under one of its own descendants returns "Can't move a collection into one of its own subfolders."

Archiving a collection from the dialog asks you to confirm: "Archive "<name>"? Its products become Ungrouped and any subfolders move up a level." It promotes the folder's subfolders to its own parent and detaches its products to Ungrouped rather than deleting anything.

Revenue by collection

Each collection header in the table shows a revenue figure rolled up the tree, so a parent collection's number includes every descendant. Revenue counts booked deal line items, where booked means the deal is won or has an invoice. The amount per line is its subtotal plus tax.

The Ungrouped header shows uncategorized booked revenue when any exists. Revenue totals are formatted in USD regardless of the per-item currency, so verify the figures against your own records if your catalogue mixes currencies.