A consistent catalogue for your business documents.
Keep the products and services used in sales and operations in a shared catalogue.
Maintain a common reference
Descriptions and item codes can vary between documents. A shared catalogue gives your business records a consistent starting point.
- 01
Describe items
Record useful product and service information.
- 02
Reuse information
Find catalogue items in supported business documents.
- 03
Organise the catalogue
Structure items so they are easier to find and maintain.
What you can do
Describe items
Record useful product and service information.
Reuse information
Find catalogue items in supported business documents.
Organise the catalogue
Structure items so they are easier to find and maintain.
In practice
Create a service record, then use it when preparing a customer quote.
Explore next
Quotes
Prepare a quote and follow it through.
Stock
See recorded quantities and movements.
Products and stock
See every feature in this category in BizDesk.
Find the right starting point
See how this feature fits into BizDesk, then compare plans for your business.
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