How to Add a New Catalog Item

Created by JR Formenti, Modified on Wed, 7 May at 11:32 AM by JR Formenti

Catalog Items are real-world instances of Master Items — for example:

Master Item: 6" SCH80 Steel Pipe
Catalog Item: 6" SCH80 Steel Pipe – 2023 Batch (Part# PRT-25-00012)

They inherit core attributes from their Master (like classification and UOM), but also track their own Fair Market Value, images, and availability.

Where to Start

From the Inventory Management Dashboard:

Click “New Catalog Entry” from the Quick Actions section.

Fill Out the Catalog Item Form

You'll see a form like this:

Required Fields

Field	Description
Master Item	Select the master template you want to base this on.
Fair Market Value	Enter the current value of the item. This directly affects inventory value reporting and must be maintained accurately.

Optional But Recommended Fields

Field	Description
Catalog Item Name	You can optionally override the default with something like Pump Seal Kit - Jan 2024 Purchase.
Categories	Assign a category like Pumps, Tools, Valves, or Vehicles.
Images	Upload up to 5 pictures to visually confirm condition, appearance, or model.

Inherited Fields

Field	Source	Notes
Classification	Inherited from Master	Cannot be changed at this level
Unit of Measure (UOM)	Inherited from Master	e.g., ea, box, set
Refurbishable	Inherited from Master	Follows the master template’s rule

⚠️ Important Note: Fair Market Value

The Fair Market Value of a catalog item must be kept up to date.
This value is used for:

Inventory valuation reports
Transaction impact calculations
Equipment depreciation tracking

Failing to update FMV could result in inaccurate inventory totals and compliance issues during audits.

Final Step

Click Add Catalog Item to finalize the entry. The item will now be available for transactions such as purchases, transfers, and refurbishments.