ℹ️ Ensure you have set up your Unit of Measurement before setting up your Catalogs. Refer to this article on how to Input your Data.
Overview
Cost Catalogs, sometimes called price lists, are collections of items, products, or services that can be used to populate Cost Items in a project.
To create a catalog, navigate to Catalogs on the left menu and select 
.
A pop-up menu will appear where you can name the catalog, choose the type:
Item Catalogs: List of single price items
Assembly Catalogs: Items made up of multiple costs, ie, material & label
Once you have chosen your type, Optionally you can link a Contact. *This contact list is generated from your Contacts>Supplier and Subs
Once you have created the Catalog, you can add individual items by clicking
. Or select the Import option to add bulk items. More on how to Import in Bulk below.
How do I organize my data?
How do I organize my data?
Considerations for Catalog Organization
Organize by Item Type
Use catalogs to group items by type, like doors, roller doors, electrical, or earthworks, so you can quickly find and manage what you need for estimates and projects.
Organize by Supplier
Set up a catalog per supplier to make managing prices and updates easier. Use categories and subcategories (e.g., doors, shower screens) to group items and keep supplier data clear and organized.
💡Consider how your team works with price lists and estimates. Setting up your catalogs in a way that suits them will make quoting easier and keep prices accurate. You can filter by catalog or category to quickly find items.
Now that your Catalog is all set. Make sure to change the Status from Draft to Active.
Choose the 
icon. Then change the drop-down for Status from Draft to Active and choose 
.
ℹ️ Catalogs will need to be in Active status to use the Import tool. And for those items to be available within an estimates costings.
💡 The 'Active' 'Draft' or 'Archive' status' exist to manage old, current and future pricing. For example, if there is a price increase, generally these get worked on ahead of the release so that on the release date, you can switch the catalogues over.
Importing Catalogs
⚠️For the Import step to work, make sure you configure your global Units of Measure settings. Refer to this article for more information.
Before importing, create a blank catalog to store the data. You can then decide how to group and organize your catalogs or pricing.
Now Download the Catalog Template via Settings > Import Tool > CSV Template(scroll down) > Catalog Items. And choose Download Template.
Fill in the JACK template with your data, creating a separate file for each catalog. Below is an example of the spreadsheet being filled:
ℹ️ Required fields are highlighted in yellow.
Once you have organized all your data into the number of spreadsheets and catalogs you wish to have, you are ready to import everything into JACK!
Go to Settings > Import Tool > select 'CSV Template'
Click 'next step'
Select 'Catalog Items' from the drop-down, then click 'Next Step'
A new drop-down appears: select the corresponding catalog where you would like the data to go
Click 'Next Step'
Select your .CSV File to upload > Click 'Check Data'
If an error message comes up: fix your data sheets to remove errors
Otherwise, you screen will look like this:
Click on 'Import Data' to complete the data import