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The product catalog is where you maintain the master list of everything you sell — software services, hardware, and managed offerings. Each item carries pricing, revenue classification, vendor and category, product identifiers, QuickBooks account mappings, and optional legal documents that must be signed when it’s sold. Catalog items feed straight into quotes and invoices as line items. Open it at /products.

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When to use it

  • Build your sellable-services list before quoting or invoicing.
  • Standardize pricing, margin, and revenue classification across the team.
  • Track distributor sourcing and cost for resold hardware and software.
  • Attach legal documents (MSA, SLA, DPA, BAA, etc.) that must be signed when a product is sold.
  • Record which products a client has been assigned, and in what quantity.

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Catalog items

Each item supports full create/edit/delete with:
  • Pricing — monthly, yearly, and unit cost, with automatic dollar and percent margin (price − cost).
  • Revenue classification — MRR / ORR / NRR / product sales, so revenue rolls up correctly across the business.
  • Identifiers & accounting — SKU, manufacturer part number, default supplier, vendor, category, and QuickBooks income/expense account mappings.
  • Image — upload a product image (PNG/JPG/SVG/WebP/GIF, up to 5 MB).

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AI auto-classification

When you create an item and leave key fields blank, Nexie can auto-fill the description, category, revenue type, billing type, and estimated cost/price from just the product name.
AI classification needs your tenant’s Claude API key (Settings → Integrations); without it the analyze action is unavailable.

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Distributor coverage and cost

The catalog list shows, per item, how many connected distributors carry it and the best (lowest) unit cost — matched on manufacturer part number against your synced distributor catalogs.
Coverage and cost show 0 / $0 until a distributor sync has run or there’s a matching manufacturer part number. See the distributor catalog.

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Client assignments

Link a product to a client company with a quantity and status, so you can see what each client has been assigned. Attach the legal documents that must be signed when a product is sold — each with a signature type (initial or full signature). Categories cover MSA, NDA, SLA, SOW, T&C, DPA, BAA, and Order documents, which flow into the contracts signing process.

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How it connects

  • Quotes & invoices — products populate line-item pickers (name, vendor, price, unit cost, billing type) so you build quotes fast.
  • Distributors — coverage/cost is a read-only view of your synced distributor data; the catalog doesn’t write distributor records.
  • Accounting — each item’s revenue type and QuickBooks accounts travel with it for downstream billing.