7 min guideUpdated August 2026App review required

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

  1. Open Settings → Product Catalogue and search before creating a new item.
  2. Use a stable business name, unit of measure, supplier reference and category that staff will recognise.
  3. Record current cost and selling context only from an approved source, preserving any cost-history behavior shown by the page.
  4. Deactivate or supersede obsolete items according to business policy instead of silently changing their meaning.
  5. 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-catalogue

Supplies reusable items and cost context to quote and purchasing workflows.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 product catalogue populated with synthetic demonstration products
Use controlled names, units and supplier references so the same item stays recognisable from quote to actual cost.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

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.