Managing the product catalog

The product catalog is your centralized repository of products and services. When creating offers, you search and select products from this catalog — prices, descriptions, and images are pulled in automatically.

Adding a product

Navigate to Products and click New Product.

Required fields:

• Name — the product display name
• Unit of measure — pieces, kg, m, m2, m3, hours, days, etc.
• Base unit price (NET) — the default price before any customer-specific rules

Optional fields:

• SKU — stock keeping unit code (used for search and deduplication during import)
• Short description — brief text shown in offer line items
• Long description — detailed text available in product detail views
• Product group — category assignment for organization and pricing rules
• VAT group — tax rate for this product (defaults to the tenant default VAT rate)
• Weight and dimensions — used for shipping calculations when applicable
• Images — upload product photos displayed in offers and PDFs

Product groups

Organize products into hierarchical groups:

• Navigate to Products > Groups
• Create groups like “Hardware”, “Software”, “Services”, “Support”
• Groups can have parent-child relationships (e.g., “Hardware > Networking”, “Hardware > Storage”)
• Groups are used as scopes for pricing rules

Pricing rules

Pricing rules automatically adjust product prices for specific customers or customer groups.

Creating a pricing rule

Navigate to Products > Pricing Rules and click New Rule.

Configure:

• Target — select a specific customer or a customer group
• Scope — “All Products” or a specific product group
• Type — percentage discount/markup or fixed amount discount/markup
• Value — the adjustment amount (e.g., -10 for a 10% discount)
• Priority — higher number wins when multiple rules match
• Validity — optional start and end dates
• Active — toggle to enable/disable without deleting

How rules are applied

When a salesperson adds a product to an offer:

1. The system finds all active pricing rules that match the customer (or their group) and the product (or its group)
2. Rules are sorted by priority
3. The highest-priority matching rule is applied
4. The adjusted price is pre-filled in the offer line item

The salesperson can still override the price manually after the rule is applied.

Examples

• “-10% for all products for VIP customers” — target: VIP group, scope: all products, type: percentage, value: -10
• “+5% on Hardware for Small Business customers” — target: Small Business group, scope: Hardware group, type: percentage, value: +5
• “-20 PLN per unit on Product X for ACME Corp” — target: ACME Corp, scope: Product X’s group, type: fixed amount, value: -20

Bulk import

Import products from CSV or Excel files:

1. Navigate to Products > Import
2. Upload your file
3. Map columns to QuoteNode fields (name, SKU, price, unit, description, VAT rate, etc.)
4. Run dry-run validation — the system checks for errors, missing fields, and duplicates
5. Review the validation report
6. Confirm to import

Deduplication

During import, products are matched by SKU. If a product with the same SKU already exists:

• Existing products are updated with the imported data
• New products are created for unmatched SKUs

Image import

The import supports image references:

• External URLs (the system downloads and stores the image)
• Base64-encoded images inline in the CSV

Product bundles

A product bundle is a single SKU that resolves to multiple line items when added to an offer.

Example: “Office Starter Pack” (1 laptop + 1 monitor + 1 keyboard + 1 mouse)

When a salesperson adds the bundle to an offer, it expands into the individual component products — each with their own price, quantity, and VAT rate.