Product catalogs are organization-wide libraries of materials 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. Labor pricing lives in its own library. See Labor rates, crews, and equipment.

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

Open Knowledge from the column of icons on the left edge of the screen. The Product catalogs section lists each catalog by name, under In use or Not in use. Exa prices materials from the catalogs in use. Click a catalog to open its products in a table.

Admins click Add beside a catalog that is not in use to put it in use. To stop Exa using a catalog, choose Remove from its menu; the catalog and its products are kept.

One catalog per type can be the Default. The default catalog can't be deleted.

Admins click New catalog in the Product catalogs section of the Knowledge page, then enter a name in the New catalog dialog. The new catalog is in use and opens, ready to receive products. To rename, duplicate, or delete a catalog, open it and click its name at the top of the table.

Open a catalog and click Add products in the toolbar. The Add products dialog opens with a row ready for you to type a product. Each product has five core fields:

Click Add another product for each extra row. The button at the bottom counts your rows, for example Add 3 products, and adds them all at once.

To skip the typing, paste a price list or supplier quote into the box at the top of the dialog and click Read list. AI reads the product names, costs, and other fields into rows, so you can check them before you add them. Reading a list uses your company's AI usage. If this month's usage is used up, admins can turn on extra usage, and members can ask an admin.

Click Upload a file at the bottom of the Add products dialog to bring in products from a file. Keep Product catalog selected under Import as, then drop a file on the upload area or click it to choose one. Supported formats are CSV, XLSX, PDF, and TXT. Click Type products instead to go back.

For CSV and Excel files, Exayard reads the column headers and maps them to product fields automatically. An example value from the file appears beside each field so you can check the mapping. Change any wrong mapping with the column dropdowns. Name, Unit of measure, and Cost per unit must be mapped before you can import; SKU and Markup % are optional.

For PDF and plain text files, AI reads the products from the document. This handles unstructured price lists and supplier quotes that don't follow a strict table format, and uses AI usage like Read list. A PDF starts importing as soon as you choose it: the dialog closes, and its products appear in the catalog once the document has been read.

For CSV, Excel and text files, tick These prices are mine to use (my own, public, or licensed for this use), then click Import. The products are added to the catalog you have open.

Choosing Price list under Import as uploads the file as one of your own price lists instead of adding it to this catalog. Your own price lists are used first when your line items are priced.

A catalog with a Draft badge holds imported products waiting for review. Click Approve in the banner at its top, then choose Keep separate to make it an active catalog, or Merge into... to move its products into another catalog.

Click a cell in the product table and start typing to replace its value. To change what is already there, double-click the cell or press Enter. Changes save automatically.

To see every field of a product at once, click the pencil at the end of its row. The Edit product dialog opens, where you can change any field and click Save, or click Delete to remove the product.

To remove several products together, tick the checkboxes beside them and click Delete in the toolbar.

When you add a line item to a takeoff symbol, you can link it to a product from your catalogs by picking the product in the line item's Name field. Linking copies the product's SKU, cost per unit, currency, unit of measure, and markup percentage onto the line item as they are at that moment, and the line item shows the product's name. Changing those values in the catalog later does not change line items already linked to it.

You can change the SKU, cost, unit, or markup on a line item without breaking the link. This is useful when a project requires a one-time price adjustment. Typing a different name in the Name field unlinks the product.

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 Custom properties for setup details.