Catalog Item Setup

Introduction

Catalog items represent items billed to customers.

Prerequisites

To setup and add catalog items, you need to:

Have these permissions Complete these tasks
and review these topics
before continuing
  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Customize Application

    • Manage Sharing

    • View Setup and Configuration

How Catalog Items Works

When you add a catalog item, you can add the following records:

Graphic of Catalog Item Relationships to other object records

Equipment Records

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

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.

To track its on hand quantity using the Inventory Tracking feature, select Track Inventory for a catalog item.

Price Book Items

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.

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

Quote Items

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

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

Invoice items are price book items on invoices. You can add multiple price book items to an invoice.

Record Types

When you add a catalog item record type, you must also add the record type to:

  • The Ticket Item Record Type picklist on the Catalog Item object.

  • The Price Book Item object.

  • The Quote Item object.

  • The Ticket Item object.

Add a Catalog Item

  1. Access FieldFX Back Office.

  2. Open the Catalog Items tab.

  3. Click New.

  4. Complete the following:

    Field Action

    Item Code

    Enter an identifying code to use for the item.

    Description

    Enter a catalog description for the item.

    Sequence Number

    Enter a sequence number to use for the item.

    Ticket Item
    Record Type

    Select the type of item you are adding.

    Classification

    Select a classification for the item.

    UOM

    Select the unit of measurement used for the item.

    Breadcrumb

    Enter a unique identifier to categorize the item in catalog item lists.

    Cost

    Enter the cost of the item to your company.

    Select Track Inventory if you are going to use the Inventory Tracking feature.
  5. Click Save.

  6. Configure sharing settings to grant access to the catalog item.