Products, services, packages, and inventory

Use the catalog to standardize what you sell, quote, invoice, stock, and report on.

What it helps you do

• Manage product and service catalog items for quotes, proposals, and invoices.
• Track inventory, stock adjustments, low-stock alerts, and reconciliation.
• Use consistent line items for cleaner billing and profitability reporting.

Where it connects

Catalog data connects to proposals, invoices, inventory, expenses, accounting, and reports.