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.
- Only the Account Owner or Administrators can add/edit Deal items to the Catalog.
- Users can add Deal Items to deals. To manage Deal Items, they need permissions.
In this article:
| What are Items and Bundles in the Catalog | Create a Bundle |
| Create an Item | Insert an Item or a Bundle into a Deal |
| Edit/Clone/Delete an Item | Filter Deal Items |
What are Items and Bundles
- Items are the individual products or services you sell.
- Bundles are groups of Items that can be added together.
Create an Item
Jump up to Article's Overview ⮝
💡 The Description, Price, and Quantity can be edited after adding an Item to a Deal. These changes apply only to that Deal.
💡 Colons (:) in Item names are converted to dashes (-) when sent to QuickBooks via the integration.
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 with one click.
💡 Hover over an Item to edit or remove it. Changes to an Item apply everywhere it is used.
💡 An Item can be added to multiple Bundles, allowing you to create tailored services.
Insert an Item or a Bundle into a Deal
Jump up to Article's Overview ⮝
💡 In the pop you can also create a new Item.
💡 Use the Search bar to find an Item or Bundle.
Filter Deal Items
Jump up to Article's Overview ⮝Create a filter to find contacts with specific Deal Items. Filters can also be applied on the Pipeline page to find specific Deals.
💡 For more information on Filters, see here.
💡 Items and Bundles are accessible to all users within the account.
💡 Deal Items are included when exporting Deals.
💡 Use Deal Items with Quick Quotes to create and send sales quotes quickly.