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How to create an item or assembly catalogue

Catalogues are a great way to maintain supplier pricing lists to use in your estimate costings

Updated over 10 months ago

To create an item or assembly catalogue, navigate to Catalogues on the left menu and select + Catalogue at the top right.

Within the Add Catalogue pop-up, you can name the catalogue, choose the type if it is an Item or Assembly catalogue and the Contact associated.

An Item catalogue is a list of costings related to single items. An Assembly catalogue is a list of costings where more than one item (material and labour) makes up an assembled item.

Once you have created the catalogue, you can add individual items by clicking + Product in the top right of the screen, or you can bulk import items from a CSV file by clicking the arrow to the right of the + Product button.

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