Solutions Catalog
Your reusable catalog of products, services, and packages. Store them once, price them once, and drop them into invoices.
#The solutions list
Solutions lives under the Support section in the sidebar. The list has filter tabs for All, Product, Service, and Package. Columns: Name, Type, Unit, Price, Category, Created.
#Add a solution
New Solution opens a single-tab modal.
| Field | Type | Description |
|---|---|---|
| name* | text | What you’ll see in the picker when invoicing. |
| type | dropdown | Product (tangible), Service (time-based), or Package (bundled offering). |
| description | textarea | Flows into the invoice line-item description when used. |
| unitType | dropdown | Unit, Hours, Days, or Items — sets the default unitType on invoice lines. |
| unitPrice* | number | Base price per unit in your workspace currency. |
| categoryId | combobox | Category targeted at clients, projects, or cases — used for grouping. |
| markupPct | number | Optional markup percentage applied on top of unit price. |
#Using solutions in invoices
When you add a line item to an invoice, a solution picker lets you pull from your catalog. Picking a solution fills in the description, unit type, and unit price — you only set quantity. Edit any of these fields after importing; the catalog isn’t edited back.
Note
The catalog is flat — no variants, no images, no inventory. For anything complex, model it as a Package with a description that lists the included items.