Catalog
The Catalog is where you browse, search, and add products to a quote.
It is automatically generated from your Pricelist and reflects your product structure, attributes, and pricing.
How It Works
The Catalog is built directly from your data.
- Importing a Pricelist creates the Catalog
- Updating or editing products updates the Catalog automatically
- No separate configuration is required
The Catalog always reflects your latest product data.
Browsing Products
Products are organized based on your data structure.
- Categories and groupings are derived from your Pricelist
- Products can be expanded and explored through a hierarchical view
- This makes it easy to navigate large product sets
The Catalog is especially useful for new users learning the product portfolio.
Search
You can search for products using the search input.
- Matches product names, part numbers, and aliases
- Supports partial and flexible matching
- Results update in real time
Search allows you to quickly find products without navigating the full catalog, even in large datasets.
Adding Products
Products can be added directly from the Catalog.
- Select a product to add it to the quote
- Adjust quantity and options as needed
- Changes are reflected immediately in the quote
Products are tracked as they are added, similar to a shopping cart.
- Items remain part of the quote as you continue browsing
- Quantities and configurations can be updated at any time
- Pricing and totals update instantly
Data Source
The Catalog is not a separate system.
It is a live representation of your Pricelist.
- Changes to your Pricelist update the Catalog
- The Catalog does not store independent data
- Your Pricelist remains the single source of truth
Why This Matters
The Catalog allows you to:
- Explore your product portfolio visually
- Quickly find and configure products
- Build quotes without relying on spreadsheets