01What it is
The parts catalogue is the same product catalogue as Materials and parts in inventory. Every product has a name, group, unit, brand, variant, SKU and three prices: purchase cost, retail price and price in the job.
Purchase cost and supplier price history are visible to people with access to finance. Adding and editing products requires edit rights to inventory.
A product used in jobs, quotes, orders or stock movements cannot be deleted. Untick Active instead.
- THREE PRICES
- Purchase cost, retail price and price in the job.
- SUPPLIER PRICES
- Price history on the product record.
- ONE CATALOGUE
- The same product in quotes, jobs and stock.
02What it is for
A fixed price in the job
The catalogue price goes into quote and job items.
Where to buy cheaper
Prices from different suppliers on the product record.
Stock at hand
Stock and minimum for every product.
03Main options
The catalogue is a product list, the product form and a product record with tabs: Overview, Stock movement, Prices, Use in jobs and Photos.
The whole catalogue
Products with prices and stock.
- Columns: product, category, stock, purchase cost, retail, in the job
- Filters: category and group, whole catalogue or below minimum only, search
- CSV export with the lowest supplier price
Everything about one product
Tabs: Overview, Stock movement, Prices, Use in jobs, Photos.
- Stock by location
- Supplier prices (with access to finance)
- Use in jobs
Name, unit and prices
Required: name, group, unit and prices.
- Subgroup, brand, variant, SKU, pack
- Purchase cost, retail price, price in the job
- Active: available in quotes, jobs and stock
04Tasks step by step
- STEP 1Open Modules › Suppliers and catalogues › Parts catalogue and choose Add a product.
- STEP 2Enter the name, pick the group and unit, fill in the three prices. Save.
- STEP 3Enter stock with a stock correction in Stock levels.
- STEP 1Instead of typing prices by hand, use Modules › Suppliers and catalogues › Price list import.
05Actions
The most common tasks in the parts catalogue.
Add a product
A new catalogue item.
Product record
Stock, prices and use.
Export CSV
The catalogue from the current filter.
06What it connects to
Choose a module to see where products are used.
Price list import
A price list import updates prices and adds products.
Go to the topicPrice list importPrice lists and discounts
A customer discount is counted from the catalogue price.
Go to the topicPrice lists and discounts