Catalog

The price book: products and services you put on estimates, invoices, and work-order lines. Catalog is not warehouse quantity and not a customer asset.

Inventory → Catalog · /app/w/{workspace}/catalog · catalog.view / catalog.manage

Core (not the inventory entitlement). You can run Catalog with inventory entitlement off — then you have names, units, and default prices without Stock, Transfers, or purchase orders.

Product vs Service

Type (EN)	Meaning	Can track inventory
Product	Physical item or consumable with quantity and unit	Yes — checkbox Track inventory for this product
Service	Billable work (labor, visit…)	No — never on-hand

Turning tracking on does not create stock. You still Receive or receive a purchase order. Turning tracking off while balances exist is a catalog/inventory decision with audit — leftover quantity does not become an asset.

Create an item

1. Inventory → Catalog → New catalog item.
2. Choose Product or Service. Name, unit, category (Settings → Catalog categories), default price.
3. For parts you will warehouse: Product + Track inventory for this product. Cost columns may require a view-cost permission.
4. Save. Pick the item on an estimate, invoice, or work-order line.

Import/export use the catalog screen templates (separate from inventory stock import).

Relation to other records

• Estimate / invoice lines snapshot price at document time. Editing the catalog later does not rewrite sent estimates.
• Work-order planned lines are not consumption. Tracked Product actual lines go through inventory consume.
• A spare filter is a catalog Product. The boiler you maintain at the site is an asset.

What-if

If a Service appears on Stock: it should not. Services never have on-hand.

If a Product is missing from Stock: type is Product? Tracking checked? Capability + plan inventory? Any receipt/adjust/PO receive yet? Catalog create ≠ on hand.

If inventory plan is off: Catalog remains; Stock nav hidden.

Related: Estimates, Inventory stock, Purchasing.