Catalog Item Setup

Equipment records store information about the equipment used on jobs.

You must link equipment to a catalog item. The equipment then inherits the catalog item’s description and record type.

You can only link an equipment record to one catalog item. However, you can link a catalog item to multiple equipment records.

You can add multiple equipment records for a catalog item if you have multiple pieces of the same equipment.

Stock items track the on hand quantity of a catalog item at a warehouse.

You can only add one stock item per catalog item, per warehouse.

Select Track Inventory for a catalog item to track its on hand quantity using the Inventory Tracking feature.

Price book items define the price to charge for a catalog item in a price book.

You normally add one price book item for a catalog item per price book.

However, you can add multiple price book items for a catalog item if they are child items in the same package.

Quote items are price book items on quotes.

You can add multiple price book items to a quote.

You can only add price book items from the quote’s price book or one of its hierarchical price books.

Ticket items are price book items on tickets.

You can add multiple price book items to a ticket.

You can only add price book items from the job’s price book or one of its hierarchical price books.

Invoice items are price book items on invoices.

You can add multiple price book items to an invoice.