Product Catalog List View
The Product Catalog list view displays every product in your database, regardless of type or category. A 'product' in PSA is any item or service provided by your company, including physical goods, labor, services, licenses, etc. The Product Catalog list view allows you to create, view, and manage physical and digital products for your quotes, tickets, and recurring services.
| Fields shown in the list view can vary based on the data entered on record creation. If a field is left blank or a column is hidden using the Arrange columns option, it will not appear in the list view. |
Each field on the Product Catalog screen is defined below.
| No. | Label | Definition |
| 1 | Product Name | Name of the product. |
| 2 | Description | Description of the product. |
| 3 | List Price | Amount your company sells the product for in dollars and cents. |
| 4 | Standard Cost | Amount it costs your company to buy the product in dollars and cents. |
| 5 | Type | Type for the product. |
| 6 | Status | Status of the product. Status options include Active and Inactive. |
| 7 | Category | Category for the product. See the System Settings: System Tables - Product Catalog article for more information on configuring category options. |
| 8 | Subcategory | Category for the product. See the System Settings: System Tables - Product Catalog article for more information on configuring subcategory options. |
| 9 | UPC | Universal product code (UPC) for the product. |
These actions are available on the Product Catalog list view.
- Add a new product by clicking the New Product button at the top of the screen. See the Add/Edit Products article for more information.
- Search the products displayed on this view by selecting a column from the dropdown above the grid and entering text in the Search field. The list view updates to display records matching your search in the column you selected.
- Filter the products displayed on this view by clicking the Filter button above the grid and unchecking the Hide Inactive Products option. The list view hides products with an Inactive Status by default so you can focus on products currently in use. Unchecking this option shows all products in the list view, regardless of their status.
- Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
- Sort the results in the table by clicking the column label in the table header.
- View more details for the product by clicking the row or the ellipsis at the end of the row and selecting Info from the menu. See the Product Details article for more information.
- Edit the product by clicking the ellipsis at the end of the row and selecting Edit from the menu. See the Add/Edit Products article for more information.
- Change the Status for a product by clicking the ellipsis at the end of the row and selecting Set to Active or Set to Inactive from the menu options.