Create a product and service catalogue

You can create a catalogue with a list of all the products or services your company offers. Once created, you can add the different items in the invoice lines, quickly, easily and without errors.

Note

You can view the catalogue with any plan. To create, edit, delete, import or export items, you need the Business plan.

Create the product catalogue

To create the catalogue go to the Income section in the top menu. Then, select the Catalogue option on the left menu. You can create your catalogue in two ways:

Create the catalogue manually

To create your catalogue manually, select the Add catalogue item option. On the next page, fill in the form with the requested information:

• ID: Assign an identifier to the product or service.
• Language: Use the drop-down menu to select the language in which you want to enter the content. Generate the item in the different languages and the information of each product or service will be displayed in the language assigned to each Contact.
• Name: Indicates a description of the product or service. This information is used as a line description when you create the invoice or quotation lines using the catalogue items.
• Description: Enter descriptive information about the product. This description is only shown on the invoice if you check the Show description option.

Default price

You can define the unit type and default price of the product or service in this section.

• Units: Use the dropdown to assign a unit to the product or service (Hours, Meters, Liters, etc).
• Unit price: Write the unit price of the product and choose the currency in this section.

Price per country

Once the default price is defined, you can add a specific price per country. Please note that you can only define one price per country.

Price per client

Once the default price is defined, you can add a specific price per client. Please note that you can only define one price per customer.

Finally, use the Save option to create the item in your catalogue. Repeat this action to add as many items as you want in your catalogue. Once the catalogue has been created, you can easily [add the items to the invoice lines] (en/sending-documents/create-electronic-invoice).

Upload your catalogue to B2Brouter

You can upload in bulk all the items in your catalogue in a .CSV file. To do this, use the Import file option.

On the next page, use the Select file option to search for the .CSV file in your system, with all the items you want to add to your B2Brouter catalogue. Once the file is selected, use the Import option. In this way all the items contained in the .csv file are uploaded to B2Brouter and added to your catalogue.

• Check the option Overwrite duplicate items if you want to upload in your catalogue modified items that have been previously imported.
• Use the link Download CSV file example to download an example of the CSV file that you have to generate, in order to import the items to your B2Brouter catalogue.

Import result

After the import, the Import result page shows how many items were imported (Imported items) and how many were not (Items not imported). Below, the Items not imported table lists the ID of each rejected row with the reason.

B2Brouter rejects the whole row when:

• the ID already exists in the catalogue and you did not check Overwrite duplicate items;
• the ID or the name is missing.

The name goes in a language column, such as name_default or name_en, as in the downloadable example. A column called only name is not read: the row has no name and is rejected. Correct the rejected rows and use Import again.

Export the catalogue

Use the Export(CSV) option on the catalogue page to download all the items in a CSV file. The file has the same format as the import.

There is no option to duplicate an item. If you need many items that differ only in the ID and the price, export the catalogue, copy the rows in the file, change the ID and the price of each copy, and import the file again.

The catalogue in organisational units

Each organisational unit has its own catalogue and does not see the items of the main account. To use the same catalogue in a unit, export it from the main account and import the file from the unit.