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Product catalogs

Maintain reusable libraries of materials and pricing that link to your estimate line items.

Blake Fischer avatar
Written by Blake Fischer
Updated today

Product catalogs are organization-wide libraries of materials, labor rates, and other priced items. Products you add to a catalog are available across every project in your organization, so you only need to set up pricing once.

How catalogs are organized

Each catalog is a named collection of products. You might create one catalog per supplier, one per trade, or one for materials and another for labor -- whatever fits your workflow. Catalogs belong to your organization, not to individual projects.

Open Product catalogs from the sidebar in the Sheets section. The left panel lists your catalogs with a product count badge. Click a catalog to view its products in the main table.

Creating a catalog

Click New catalog and enter a name. The catalog appears in the sidebar and is ready to receive products. You can rename or delete a catalog later from its context menu.

Adding products

Select a catalog and click the + button to open the add dialog. Each product has five core fields:

Field

Description

Name

The product description or title

SKU

A unique identifier for the product

Cost per unit

The base price per unit with currency

Unit of measure

How the product is sold (each, bag, roll, sq ft, etc.)

Markup %

Percentage markup applied to the cost

To add several products at once, switch to the batch tab. A table lets you fill in multiple rows of SKU, name, cost, and markup. You can paste rows directly from a spreadsheet.

Importing from files

Click Import to bring in products from an external file. Supported formats are CSV, XLSX, PDF, and TXT.

For CSV and Excel files, Exayard reads the column headers and maps them to product fields automatically. A preview shows example values from the file so you can verify the mapping before importing. Adjust any incorrect mappings with the column dropdowns.

For PDF and plain text files, AI extracts product information from the document content. This handles unstructured price lists and supplier quotes that don't follow a strict table format.

Imported products land in a Draft catalog. Review the results, then approve the catalog to make it active or merge its products into an existing catalog.

Editing products

Click any cell in the product table to edit it inline. Changes save automatically when you leave the cell. Double-click a product row to open the full detail dialog where you can edit all fields at once.

Select multiple products with the checkboxes to perform batch operations like deletion.

Linking products to estimates

When you add a line item to a takeoff symbol, you can link it to a product from your catalogs. The line item inherits the product's name, SKU, cost per unit, unit of measure, and markup percentage. If you later update the product's pricing in the catalog, linked line items reflect those changes.

You can also override inherited values on individual line items without breaking the link. This is useful when a project requires a one-time price adjustment.

Custom properties

If the built-in fields aren't enough, your organization can define custom properties for products in Settings. Custom fields -- like supplier, lead time, or color -- appear alongside the standard fields in the product form and table columns. See the custom properties article for setup details.

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