How to Add Folders to Your Product Catalog

Folders help organize your product catalog, making it easier for your team to find items when creating estimates. Adding new folders creates logical groupings for different types of products or services.

Accessing the Product Catalog

1. Go to Settings
2. Click Products
3. Select Product Catalog
4. View your existing folders and organization

Creating a New Folder

1. Look at the bottom of the folder list
2. Click "New Folder" (shows a plus symbol)
3. A popup window appears asking for the folder name
4. Type the folder name and click OK

Organizing Your New Folder

Once created, your new folder appears at the bottom of the list:

Reposition the Folder - drag it up the list to your preferred location for better organization

Adding Products to the New Folder

1. Click on the folder name to open it
2. A window pops up on the right side
3. Click "New Product" at the top
4. Type the product name and click Save
5. Repeat the process to add additional products - "New Product" remains highlighted for quick successive additions

Completing Product Setup

After adding products to your folder, you can:

• Fill in detailed product information like pricing and coverage
• Configure product settings as needed for estimates
• Organize products within the folder

Benefits

Well-organized folders make your catalog intuitive for all team members, reducing time spent searching for products and ensuring consistent estimating across your company.