Adding the same products and services to your invoices over and over gets old fast. Product Catalog solves this by letting you save your frequently used items so you can add them to invoices with just a few clicks.
Why you'll love this
Product Catalog saves you time and reduces mistakes when creating invoices. Instead of typing out the same product details repeatedly, you can select them from your catalog. It's especially helpful if you sell the same items regularly or have complex product descriptions that you don't want to retype each time.
Adding products to your catalog
You can add products to your catalog in two ways: directly through Product Catalog or while creating a document.
Adding products to the catalog
Open Product Catalog from your app launcher.
Click Add item.
Fill in the product details:
Name
Description
Type (goods or service)
Unit measure (piece, article, g, kg, metric, m, km, m, l, m, kWh, MWh, year, month, day, hour, minute)
Catalog (select in which catalog to place the product)
Net price
VAT rate
Notes
Click Save.
Creating catalogs
You can create multiple product catalogs to sort your products into different categories:
Open Product Catalog from your app launcher.
Click Add catalog.
Give it a name (and a description if you wish).
Click Save.
Adding products while creating a document
Go to Document Creator and start creating a new document.
Start typing a product description in the items section.
Click the Add to Product Catalog button that appears.
Fill in the product details in the pop-up window.
Click Save.
Using catalog items in your documents
Once you've added products to your catalog, they'll appear as suggestions when you start typing in the product description field in Document Creator. Just click on the suggestion, and the product details will automatically fill in.
Managing your product catalog
You can manage the products in your catalog directly from the Product Catalog app:
Editing products
Find the product you want to update.
Click the three dots in the Actions column.
Select Edit.
Make your changes.
Click Save.
Deactivating products
If you have products you want to temporarily not show up when creating documents (but still want to keep them in your catalog to reactivate later - for example seasonal products):
Find the product in your catalog.
Click the three dots in the Actions column.
Select Deactivate.
Confirm.
Deactivated products won't appear in suggestions when creating documents, but you can reactivate them later by following the steps above and selecting Activate.
Deleting products
Find the product you want to remove.
Click the three dots in the Actions column.
Select Delete.
Confirm.
Important notes
Updating a product in the catalog doesn't change it on invoices where it was already used.
You can start with a small catalog and build it up over time as you create invoices.
The catalog works for both regular invoices and credit notes.
FAQ
Is there a limit to how many products I can add to my catalog?
There's no limit to the number of products you can add.
If I change a product price in the catalog, will it update on my draft invoices?
No, changing a product in the catalog only affects new documents. Draft documents keep the original product details.
Next steps