Product catalog - Docs

Keep cost, sell price, margin and specs per product, and bulk import a supplier's price list.

The product catalog holds everything you quote from: cost, sell price, dimensions, and, where relevant, rack height and connector ports. Every quote line and every bill of materials line is drawn from a product here.

Adding a product

Click "New product" (or edit an existing one) to open the product form. "Model name" and "SKU / Part no." are required; brand, category, supplier, unit, cost price, sell price and tax rate are the fields you will fill in for most products. Leaving tax rate blank falls back to your organization's default rate. As you enter cost and sell price, a margin bar updates so you can see the markup while you set the price, not after.

For rack mounted gear, set "Height (U)" and slot width; for speakers and cameras, coverage angle, sensitivity, power, and similar fields are available. Ports are edited on their own tab, where you can add connectors one by one or extract a port list automatically from a manufacturer PDF spec sheet, which you then confirm before it saves.

Brands and categories

Brands and categories are managed separately from individual products. Rename a brand once and every product using it updates together. Categories can be nested and reordered by dragging, given their own color and icon, and hidden if you no longer use one; a small set of default categories cannot be deleted, only hidden.

Importing a spreadsheet

Open "Import products" and drop in a CSV or Excel file, or click to browse for one.
Match your file's columns to product fields. Avitly guesses common column names, brand, manufacturer, cost price, sell price and similar, but you can correct any mapping. Model is the only field you must map.
Review the preview of the first rows before importing. Rows sharing a SKU with an existing product will update that product rather than create a duplicate.
Import runs in batches with a progress indicator, then reports how many products were imported and lists any rows that failed.

Tips

Rows without a model value are skipped on import, since model is the only required field.
Products with a matching SKU are updated in place, so a repeat import from an updated supplier list is safe to run again.
Set a product's tax rate explicitly if it differs from your organization's default, for example a zero rated item; otherwise leave it blank to inherit the default.