Manage the product catalogue
Maintain purchased products, units, supplier references and cost evidence used by quoting, purchasing and job financials.
Best forOwner / Admin · Sales / Estimator · Accounts
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings → Product Catalogue and search before creating a new item.
- Use a stable business name, unit of measure, supplier reference and category that staff will recognise.
- Record current cost and selling context only from an approved source, preserving any cost-history behavior shown by the page.
- Deactivate or supersede obsolete items according to business policy instead of silently changing their meaning.
- Select the item in a controlled quote and purchase order, then confirm the description, unit and values flow as expected.
Good practice
Do not reuse an existing product code for a materially different item. Stable product identity is what makes cost history and job comparison useful.
When you are finishedEstimators and purchasers can select the same recognisable item with a traceable current cost.
Before you begin
- Product naming, units and supplier codes have an agreed owner.
- Current cost information is available from an approved source.
Setup dependency
Settings that change this workflow
The same task can behave differently between organisations. Check these settings before treating a different result as an error.
Product Catalogue
/product-catalogueSupplies reusable items and cost context to quote and purchasing workflows.
Open in SignBas3 →If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.