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Beagle Software
All topics 35

Catalogue setup guide

Products & categories

Catalogue

Products are the items and services you sell. Build your catalogue here so quotations, sales orders and invoices can pull pricing automatically. Use Categories to group products and tidy your catalogue list.

The products catalogue showing SKU, category, supplier, unit price, VAT rate and stock columns

Create a category first

Open Categories and add the high-level groupings you sell. Categories can be created one by one or imported in bulk from an Excel .xlsx file with the same upload, preview, confirm, and error-export flow used elsewhere in BeagleCRM. Imported error rows can be exported as categories-import-errors.xlsx.

Add products manually

In Products, choose Add product. Capture the product name, SKU, category, supplier, unit price, and VAT rate. If your organisation does not yet collect VAT, products default to 0% VAT until you add the VAT number in Organisation Settings.

Import products in bulk

Use the product import template to bring an existing catalogue across in one upload. Categories must already exist before products that reference them are imported. The product import uses the same upload, preview, and confirm flow, and failed rows can be exported as products-import-errors.xlsx.

Search, categories, and suppliers

The product list can be searched by product name, SKU, or supplier. When adding a product, you can search for an existing supplier and, if needed, jump out to add a new supplier before returning to finish the product. You can also create a new category directly from the category picker in the product form.

Catalogue hygiene before quoting

Product pricing and VAT are copied into quotations, orders, and invoices at the time you add the line item. Updating the product later will not rewrite historic commercial documents.

When a product should no longer be sold, use Discontinue rather than deleting it. A discontinued product stays on every document that already references it but disappears from new sales and purchases, and the list gains a Discontinued status filter so you can still find it. Reactivate puts it back. Deleting is only appropriate for a catalogue entry created in error.