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Adding a Catalog Item

Updated
  1. Click + Add New in the top-right corner of the Catalog page.
  2. Fill in the item form:
    • Vendor — optionally choose the vendor you buy this item from (section 17).
    • Item Type* — Product, Service, or one of your own item types.
    • Item Name* — up to 120 characters; this is what appears on line items.
    • Description — the default description copied onto line items. Keep it short and client-friendly, since clients see it on invoices.
    • Quantity* — the default quantity pre-filled when the item is added to a line (0 to 100,000).
    • Unit Price* — the selling price per unit (0 to 100,000; negative prices are not allowed).
    • Is Taxable* — Yes or No. When a taxable item is added to a job or invoice, the line follows whatever taxes that job or invoice has configured; a non-taxable item gets none.
    • Track Inventory — Yes or No. Choosing Yes reveals the Inventory Count field; enter your current stock. See 12.8 for how the count changes.
    • Item Number — an optional SKU or part number. It is searchable on the Catalog page, and the office sees it in brackets next to the item on job line items; clients never see it.
    • Unit Cost — what the item costs you. It is never shown to clients. PSS keeps a dated history of every cost change, so past jobs and invoices remember the cost that applied at the time.
    • Tags — choose one or more tags to group items. The list is your company’s shared tag vocabulary (the same tags used on jobs, properties and invoices).
    • Default Job Duration — Hours (0–24) and Minutes (0–59) this item adds to a job’s estimated duration. Below the fields PSS shows “The computed per unit duration is X hrs Y mins.” — the duration divided by the default Quantity. When the item is placed on a job, its per-unit duration is multiplied by the quantity on that line and added to the job’s Job Duration (section 3).
    • Tech Pay — switch on to pay technicians a commission on this item, then enter the Pay Amount (per Unit). On a job whose Tech Pay calculation method is Catalog Tech Pay, PSS adds up pay amount × quantity for every line item that has Tech Pay enabled (section 3).
  3. Click Save. A green Successfully created new record message confirms the item was added and the list refreshes.
The Add New item form, scrolled to Description, Quantity, Unit Price, Is Taxable, Track Inventory, Item Number, Unit Cost, Tags and Default Job Duration.

Note: Fields marked with an asterisk (*) are required. An item cannot be saved without an Item Type, Item Name, Quantity, Unit Price and an Is Taxable choice. If a value is out of range, the message appears under the field when you click Save.