Build your catalog
This page helps you set up the products your reps sell — organized by company and category, with their prices.
Your catalog is the list of products reps can put on an order. You build it in layers: the companies whose products you carry, the product categories that group those products, the products themselves, and their prices.
You manage all of this under Settings → Catalog & Pricing → Catalog.
📷 [SHOT: catalog-1] — web — Settings → Catalog & Pricing → Catalog overview — caption: "Build the catalog in layers: companies, categories, products, prices."
Companies
A company is a brand owner or supplier whose products you distribute. Set up your companies first — every product belongs to one. This also lets you slice reports and distribution by company later.
Product categories
A category groups related products — for example "Soft Drinks", "Water", or "Snacks". Categories keep the catalog tidy and make it faster for reps to find a product when building an order.
Products
A product (also called an SKU) is one sellable item. Add each product, place it under its company and category, and give it a clear name reps will recognize on their phones.
- Open Settings → Catalog & Pricing → Catalog.
- Add the company if it isn't there yet.
- Add the category the product belongs to.
- Add the product, linking it to its company and category.
- Set its price (see below).
- Save.
Best practice: Name products the way reps say them out loud, including pack size where it matters (for example "Cola 500ml x 12"). Clear names cut ordering mistakes in the field.
Prices
Each product can carry a standard price. Whether reps actually see that price depends on your pricing policy:
- If the price list is on, the standard price prefills each order line automatically, and reps can adjust it if allowed.
- If the price list is off, no price is shown — reps type the price on every order line themselves.
The price list is on by default. If your reps negotiate prices outlet by outlet, turn it off explicitly. Full details are on the pricing policy page.
Note: Even with the price list off, it's still worth recording your reference prices in the catalog for your own records and reporting — they simply won't prefill on the rep's order screen.
📷 [SHOT: catalog-2] — web — Catalog product detail with price field — caption: "Set a standard price per product; whether reps see it depends on your pricing policy."
Tip: Set up your catalog before training reps. An empty or incomplete catalog is the most common reason a rep can't complete an order on day one.