Identity
Code, name and description.
Catalog
A catalog that speeds up every document that follows.
Define recurring products and services once so quotes and other business documents do not start from an empty line every time.
The details you actually reuse.
Pricing
Net unit price, VAT rate and calculated gross price.
Type
Distinguish a product from a service.
Unit
Keep the unit of measure with the catalog item.
Search by code, name or description.
As the catalog grows, users can find items by the information they remember rather than scrolling through a long undifferentiated list.
Active and inactive items.
An old item does not have to disappear from history simply because it is no longer used in new work. Active status helps keep current choices focused while preserving business context.
Catalog first, document next.
Prepare common products and services before the first quote. This reduces repeated entry and keeps pricing terminology consistent across documents.
Next step
Use the catalog in a real workflow.
Continue to quotes, work orders and invoices.