Estimates and catalog
Set up products, services, categories, and suppliers for consistent pricing
Create reusable catalog records with the pricing, tax, supplier, and category data needed downstream. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin, estimator, accounting manager.
- Company-admin access
- pricing/tax decisions
- supplier and category structure
- integration mapping plan if using QuickBooks.
Sales → Catalog (#/admin/products) and Suppliers (#/suppliers); category administration within the catalog workspace
Set up products, services, categories, and suppliers for consistent pricing
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Open the workspace
In JobBuddy, go to Sales → Catalog (#/admin/products) and Suppliers (#/suppliers); category administration within the catalog workspace.
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Confirm access and starting state
Company-admin access; pricing/tax decisions; supplier and category structure; integration mapping plan if using QuickBooks.
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Complete the main setup
Define product versus service, sale price versus cost, unit/description, tax, categories, supplier/connected-company links, archive/restore, duplicates, and how existing document line snapshots behave after catalog changes.
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Verify the result
Create reusable catalog records with the pricing, tax, supplier, and category data needed downstream.
Expected result: Create reusable catalog records with the pricing, tax, supplier, and category data needed downstream.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; pricing/tax decisions; supplier and category structure; integration mapping plan if using QuickBooks.
The result is incomplete or unexpected.
Product/service type, unit, price/cost, tax, supplier association, category, archive state, QuickBooks mapping, and duplicate prevention all affect later documents and reports.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Create reusable catalog records with the pricing, tax, supplier, and category data needed downstream.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.