Selection Catalog
Manage your library of product selections that can be used across all projects.
Overview
The selection catalog is a company-wide library of products, finishes, and options that customers can choose from during the selections process. Items in the catalog can be reused across multiple projects and estimates.
Accessing the Selection Catalog
- Go to Admin → Estimating Database
- Click Selection Catalog
- View, search, and manage catalog items
Catalog Items
What's in a Catalog Item
Each selection catalog item includes:
| Field | Description |
|---|---|
| Name | Product name (required) |
| Category | Cost code/assembly category |
| Manufacturer | Product manufacturer |
| Model Number | Manufacturer's model/SKU |
| Color | Color option |
| Size | Size specification |
| Style | Style variant |
| Status | Enabled, Disabled, or Pending |
| Notes | Additional details |
Images
Attach product images:
- Multiple images per item
- Drag to reorder
- First image is primary/thumbnail
- Supported formats: JPG, PNG, GIF
Documents
Attach specification documents:
- PDF spec sheets
- Installation guides
- Warranty information
- Drag to reorder
Links
Add external URLs:
- Manufacturer product pages
- Online catalogs
- Video demonstrations
- Custom link names
Organizing the Catalog
Categories
Assign items to categories (cost codes):
- Kitchen Cabinets
- Countertops
- Plumbing Fixtures
- Flooring
- Lighting
- Hardware
- Custom categories
Categories filter items when adding to estimates.
Manufacturers
Link items to manufacturers:
- Shows brand information
- Helps with filtering
- Maintains product relationships
See Manufacturers Import to bulk-add manufacturers.
Status Options
| Status | Description |
|---|---|
| Enabled | Available for use in estimates |
| Disabled | Hidden from selection panels |
| Pending | Draft/under review |
Searching and Filtering
Search
Find items by:
- Name
- Model number
- Style
- Color
- Manufacturer name
Filters
Narrow results by:
- Category
- Manufacturer
- Status
Sorting
Sort the list by:
- Name (A-Z, Z-A)
- Category
- Manufacturer
- Date modified
In This Section
- Managing Items - Create, edit, and organize catalog items
- Images and Files - Upload and manage product media
- Using in Estimates - Add catalog items to project selections
- Import - Bulk import catalog items from CSV