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 in the toolbar to open the add dialog. The dialog has two tabs: Quick add and Import from file.
The Quick add tab lets you enter products directly. 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 |
Fill in multiple rows to add several products at once. You can also paste pricing text into the text area and click Extract to let AI parse product names, costs, and other fields automatically.
Importing from files
Switch to the Import from file tab in the add dialog 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. Double-click a cell or press Enter to select its contents for editing. Changes save automatically.
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.