Catalog Item Setup
Catalog items represent items billed to customers.
To setup and add catalog items, you need to:
|Have these permissions||Complete these tasks
and review these topics
When you add a catalog item, you can add the following records:
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.
To track its on hand quantity using the Inventory Tracking feature, select Track Inventory for a catalog item.
If the catalog items are child items in the same package, you can add multiple price book items for a catalog item.
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.
Open the Catalog Items tab.
Complete the following:
Enter an identifying code to use for the item.
Enter a catalog description for the item.
Enter a sequence number to use for the item.
Select the type of item you are adding.
Select a classification for the item.
Select the unit of measurement used for the item.
Enter a unique identifier to categorize the item in catalog item lists.
Enter the cost of the item to your company.
Select Track Inventory if you are going to use the Inventory Tracking feature.
Configure sharing settings to grant access to the catalog item.