The Catalog is your master library of materials. Think of it as a reference database, a central place to store information about the materials your team works with, whether or not you currently have them in stock.
Catalog ≠ Stock. A material can exist in your catalog (for reference, pricing, or history) without having any physical units on hand.
What you can track per material
Material name and description
Item number
Category
Cost to client and cost to the business
Supplier Price: The live list price from Ferguson based on your contract
Material types in the Catalog
Materials: Your general catalog of items. Use this to maintain a record of any material your team may need, purchase, or reference.
Consumables: Items that don't require individual stock tracking, things like adhesive tape, glue, or any supply that gets used up without needing to be checked out individually.
Tools: Larger, durable equipment that doesn't get consumed, ladders, power tools, lawn equipment, etc. These are tracked separately since they don't deplete like regular materials.
Kits: A bundle of materials that acts as a single unit. Kits are great for flat-rate pricing, group a set of materials together and assign a single price to the bundle.
To create a kit: go to Materials, select the items you want to group, and click Create Kit. You can set a custom price or keep the individual material prices.
Folders: Folders let you organize materials into groups for internal use. They don't affect stock or pricing. they're purely for keeping your catalog tidy.
Still need help? Contact Support!