ConnectWise Product Catalog Screen

The Product Catalog is the master list of products in ConnectWise Manage. A product must exist here before it can be added to an opportunity, service ticket, project, or agreement.

Importing products

If you need to load a large product list, ConnectWise supports bulk imports via spreadsheet. Email the completed spreadsheet to [email protected].

• New partners can import products via a quoting tool or the Product Import Spreadsheet.
• Partners with the Procurement add-on can include stock counts and serial numbers in the import.
• Partners without the Procurement add-on can import a product list, but cannot include serial numbers, a warehouse, or a bin.

Note: Cloud partners can import products using the Imports Tab in the Data Import screen.

Catalog tab

Toolbar actions

Select the checkboxes for the products you want to update, then open the Actions drop-down and choose an action. To select all products, select the checkbox next to Product ID.

Delete Products

Removes the selected products from the database.

1. Select the products you want to delete.
2. In the Actions drop-down, select Delete Products.
3. Select OK in the confirmation dialog.
4. Select CLOSE WINDOW when deletion is complete.

Update Product Category/Subcategory

Every product must have a category and subcategory — these drive the revenue accounts products post to in your accounting package. Categories and subcategories are defined in the Category Setup Table and the Subcategory Setup Table.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Category/Subcategory.
3. Select the new Category.
4. Select the new Subcategory.
5. Select Yes.
6. Select CLOSE WINDOW when complete.

Update Product Manufacturer

Manufacturers are defined in the Manufacturers Setup Table.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Manufacturer.
3. Select the Manufacturer.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update “Taxable” Flag

Sets or clears the Sales Tax checkbox on the selected products. This controls whether the Taxable checkbox is pre-selected when the product is added to a sales order, ticket, project, or agreement.

1. Select the products you want to update.
2. In the Actions drop-down, select Update “Taxable” Flag.
3. In the “Taxable” Flag drop-down, select Yes to select Sales Tax or No to clear it.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update Product Vendor

The vendor is selected from your company list.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Vendor.
3. Select a Vendor.
4. Select OK.
5. Select CLOSE WINDOW when complete.

Update “Inactive” Flag

1. Select the products you want to update.
2. In the Actions drop-down, select Update “Inactive” Flag.
3. In the “Inactive” Flag field, select Yes to mark products inactive or No to mark them active.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update “Serialize” Flag

Sets or clears the Serialized checkbox on the selected products. Serialized items require a serial number when shipped or received.

Note: This action is only available if you have the Inventory add-on and the product is set to the Inventory class.

1. Select the products you want to update.
2. In the Actions drop-down, select Update “Serialize” Flag.
3. In the “Serialize” Flag drop-down, select Yes to select Serialized or No to clear it.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update “Cost By Serial Number” Flag

Sets or clears the Apply Cost by Serial # checkbox. When selected, product cost is tracked per serial number rather than using standard costing methods.

Note: This action is only available if you have the Inventory add-on.

1. Select the products you want to update.
2. In the Actions drop-down, select Update “Cost By Serial Number” Flag.
3. In the “Cost By Serial Number” Flag drop-down, select Yes to select Apply Cost by Serial # or No to clear it.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update Product Type

Product type is used for product creation in QuickBooks. Types are defined in the Product Type Setup Table.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Type.
3. Select a Product Type.
4. Select OK.
5. Select CLOSE WINDOW when complete.

Update Product Phase

Sets or clears the Phase Bundle checkbox on the selected products.

Note: Only Bundle class products can become a phase product.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Phase.
3. In the “Phase” Flag field, select Yes to select Phase Bundle or No to clear it.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update Agreement Type

Select an Agreement Type from the dialog to update the field.

Note: If the Recurrence pod is not enabled for the selected products, no update will be made.

Update Product Avalara Tax Code

Note: The Avalara integration must be enabled to use this feature.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Avalara Tax Code.
3. In the Avalara Tax Code field, enter AVATAX.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update Product Entity Type

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Entity Type.
3. Select an Entity Type.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update Product Class

Note: The Inventory class is only available if you have the Inventory add-on.

Important: You cannot change the product class on an existing product unless it is a non-inventory class product. This restriction prevents issues with Valuation Reporting that could cause financial repercussions. To change a product class, deactivate the existing product and create a new one with the correct class.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Product Class.
3. Select a Class.
4. Select Yes.
5. Select CLOSE WINDOW when complete.

Update Special Order Flag

Sets or clears the Special Order checkbox on the selected products. After selecting the action, choose Yes or No in the prompt.

Update Drop Ship Flag

Sets or clears the Drop Ship checkbox on the selected products. After selecting the action, choose Yes or No in the prompt.

Update Custom Field

Important: You cannot change the product class on an existing product unless it is a non-inventory class product. To change the class, deactivate the existing product and create a new one.

Note: All selected records must have the same custom field available for changes to apply.

1. Select the products you want to update.
2. In the Actions drop-down, select Update Custom Field.
3. Select the Custom Field you want to update.
4. Enter the Value to apply.
5. Select SAVE.

Update Billable Option

Sets the billable default for the selected products. Options are Billable, Do Not Bill, or No Charge.

Export Tax Codes

Downloads an XML file listing each product and its tax code.

Catalog columns

Column	Description
Product ID	The product name or item number. 51-character limit.
Description	A summary of the product. 60-character limit.
Price	The price charged for the product.
Cost	The cost of the product.
Taxable	Checkmark indicates the product’s Sales Tax checkbox is selected.
Serialized	Checkmark indicates the product’s Serialized checkbox is selected.
Serialized Cost	Checkmark indicates the product’s Apply Cost by Serial # checkbox is selected.
Type	The product classification, defined in the Product Type Setup Table.
Category	The product category, defined in the Category Setup Table.
Subcategory	The product subcategory, defined in the Subcategory Setup Table.
Class	The product class (see below for options).
SLA	The SLA applied to the product.
Phase Product	Checkmark indicates the product’s Phase Bundle checkbox is selected. Phase products create a new phase during opportunity-to-project conversion.
Status	Active or inactive. Inactive products cannot be added to tickets or other records.
Manufacturer	The manufacturer, defined in the Manufacturers Setup Table.
Mfg Part #	The manufacturer’s part number.
Vendor	The product vendor.
Vendor SKU	The vendor’s Stock Keeping Unit number.
On Hand	Items available in the warehouse.
Committed	Items on a sales order, ticket, project, or invoice not yet on a purchase order.
On Order	Items on a purchase order not yet received.
On Backorder	Items on a purchase order currently out of stock with the supplier.
Last Update	Date the product was last updated.
Picked	Items reserved in the warehouse for a sales order, ticket, or project.
Entity Type	The Avalara entity type used to apply a tax exemption.
Integration Cross Reference	The tax code.
Customer Description	The product description the customer sees.
Recurring Revenue	The product’s recurring revenue.
Recurring Cost	The product’s recurring cost.
Date Created	Date the product was created.
Billable	Whether the product is set to Billable, No Charge, or Do Not Bill.

Product classes

The Class field is hard-coded and cannot be customized. Available options:

• Agreement — Tied to an agreement; not available for purchasing.
• Bundle — Groups products together. Selecting this class activates an Edit Bundle link that opens the Product Bundle screen.
• Inventory — Tracked in the Audit Trail for ordering, receiving, and shipping. Requires the Inventory add-on.
• Non-Inventory — Not kept in stock. This is the default when creating new products.
• Service — Used when labor is quoted through opportunities so billing information can convert to a service ticket or project phase. Service class products do not appear on the Products tab of a service ticket or project; only the Finance information updates.

Important: You cannot change the product class on an existing product unless it is currently a non-inventory class product. To change the class, deactivate the existing product and create a new one with the correct class.

Invoice Group tab

Invoice groups control how products display on client invoices. The group ID and description always appear on the printed invoice and in the customer portal invoice.

You can apply invoice groups to products in bulk from: the Agreements screen Additions tab, Agreement record Additions tab, Purchasing Approvals, Purchasing, Product Pick and Ship, and the Products tab on Opportunities, Sales Orders, Service Tickets, and Projects.

Note: Invoice groups control display on the quote, printed PDF invoice, and customer portal invoice. To use invoice groups in a custom Report Writer invoice, the report must be updated to include the invoice group fields. Contact ConnectWise professional services if you need help updating a custom template.

Note: When products in an invoice group are sent to the accounting package, revenue, inventory, and cost remain tied to the individual line item.

Invoice group list columns

Column	Description
Group ID	The group identifier.
Group Description	The group description.
Show Price	Checkmark indicates individual product prices display on the invoice.
Show Sub-Items	Checkmark indicates individual Customer Descriptions display on the invoice.
Inactive	Checkmark indicates the group is no longer in use.
Group Parent Child Additions	Checkmark indicates products from parent/child agreements display together in one group on the printed invoice.

Create an invoice group

1. Go to Procurement > Product Catalog.

2. Select the Invoice Group tab.

3. Select + to add a new group.

4. In the Group ID field, enter an identifier — for example, Workstation Maintenance. This label appears on quotes, invoices, and the Prepare Content screen.

5. In the Group Description field, enter a description. The character limit is 1,000.

6. To show individual line-item prices on the invoice, select Show Price.

   Note: Price does not display if Show Sub-Items is cleared.

7. To show individual Customer Descriptions on the invoice, select Show Sub-Items.

8. To group products from parent/child agreements into one section on the printed invoice, select Group Parent Child Additions.

9. Select Save.