How to use Catalog in OnePageCRM
The Catalog features a list of your services and products along with their descriptions and prices.
You can quickly use them in your deals, invoices, and sales quotes to streamline your process and save time.
Please note:
- By default, only Account Owners and Admins can add/edit Deal items to the Catalog. Users have to be given permission to do so, see here.
- Without enabling this permission, Users can still insert Deal Items to deals.
In this article:
What are Items and Bundles in the Catalog |
Create an Item |
Edit/Clone/Delete an Item |
Create a Bundle |
Insert an Item or a Bundle into a Deal |
Filter Deal Items |
What are Items and Bundles
Jump up to Article's Overview ⮝Catalog is a dedicated page inside your CRM where you can manage your list of services or products, which we call Items or Bundles (group of Items).
Items can be added, edited, deleted, or grouped into a Bundle.
Once created, Items and Bundles can be quickly inserted into a Deal, a sales quote, or an invoice.
To access Items and Bundles, click More → Catalog.
Create an Item
Jump up to Article's Overview ⮝Notes:
- The Description and Price can also be added/edited once the Deal item has been inserted into a Deal. Additionally, you can set a quantity (QTY) for the item. These changes will only apply to this deal.
- We do not recommend using a colon ( : ) symbol in item names if you're also using our QuickBooks integration, as it is not supported and can cause issues.
- Colons ( : ) in deal item names are converted to dashes ( - ) once a deal is pushed to QuickBooks via our integration as an Estimate or Invoice.
Edit/Clone/Delete an Item
Jump up to Article's Overview ⮝Create a Bundle
Jump up to Article's Overview ⮝A bundle is a group of Items that can be inserted into a deal in one click.
Note:
- The same Item can be added to multiple Bundles giving you the flexibility to offer tailored services to your customers.
- You can edit or delete these Deal items by hovering over the item and selecting the pencil icon or remove icon. If you edit an Item in a bundle, the changes will be applied everywhere this Item is used.
Insert an Item or a Bundle into a Deal
Jump up to Article's Overview ⮝Filter Deal Items
Jump up to Article's Overview ⮝Once you add your Items to a Deal, you can filter for them in various deals.
For more information on Filters see here.
Notes:
- Items and Bundles are accessible to all users within the account.
- When exporting deals, inserted Deal Items will be included in the export file.
- You can use Deal Items with Quick Quotes to build and send sales quotes in seconds.