The service catalog works identically in the desktop app and in the web app (app.inatsolutions.com) — unless noted otherwise, all features apply to both applications.
Managing Entries
In the Catalog, you maintain your products and services. A catalog entry contains:
- Type: Article, Material or Service
- Name and description
- Unit (piece, hour, flat rate, etc.)
- Purchase and selling price
- VAT rate
- Optional: Category for grouping
- Optional: Supplier — firmly linked via the supplier browser; the displayed supplier name is kept up to date automatically
- Active/Inactive status
Once both purchase and selling price are entered, the dialog shows the margin live (selling minus purchase price, as a percentage of the selling price). The Stock section (stock, minimum stock, storage location, supplier) is only shown for articles and material — for services it is hidden and the unit automatically switches to "Std".
Duplicate: Via the context menu (desktop) or the ⋮ menu (web) you can create a copy of an entry — the dialog opens with the copied data, the description gets the suffix "(Copy)" and a new article number is assigned.
Active and Inactive Entries
Inactive entries do not appear in the item selection of invoices and quotations. They remain visible in the catalog list but are greyed out; the web app additionally marks them with an "Inactive" badge. Use the Hide inactive filter next to the search field to hide them entirely.
Organizing Categories
Categories are firmly linked to the entries:
- Rename: All assigned entries immediately adopt the new name
- Delete: Only removes the assignment — the entries are kept; subcategories automatically move up one level
- Unique names: Duplicate category names under the same parent are prevented (error message "Category already exists")
Desktop: Right-click a category in the category tree to add, edit or delete categories, plus New Subcategory for nested structures.
Web: The left navigation shows the full category tree including subcategories; clicking a category filters the list. The table also contains a category column.
Search, Sorting and Filters
Click a column header to sort the list; clicking again reverses the direction — in the desktop and the web app. In the web app, search and category filter run server-side — even large catalogs stay fast. With more than 200 entries, load additional entries via Load more; a counter shows "X of Y".
Using Catalog in Invoices
When creating invoices or quotations:
- Click From Catalog
- Select one or more entries
- Items are transferred with price and VAT
- Adjust quantity as needed
Only active catalog entries are available in the item selection.
Stock Tracking and Catalog Link
Positions added to invoices or quotations via the catalog picker remain linked to their catalog entry. This enables automatic stock tracking for articles and material:
- Creating/editing an invoice: Linked quantities are deducted from stock (edits only apply the difference)
- Cancelling or deleting: Stock is restored
- Services and free-text positions do not move stock; negative stock is allowed and highlighted in red
Bulk price adjustment: Select multiple entries (desktop: multi-select + right-click → Adjust prices…; web: Select mode → Adjust prices) and raise or lower selling prices by a percentage — optionally rounded to 5 centimes.
The Article sales report in the Reports area shows top sellers and slow movers based on this link.
CSV Export and Import
The catalog can be exported and imported as a CSV file — desktop and web use the same format (separator: semicolon). The export contains the columns in this order:
Article number;Name;Description;Unit;Type;Purchase price;Selling price;VAT rate;Stock;Minimum stock;Storage location;Category;Supplier;Active
- An export→import round trip does not lose any data
- Import error messages state the affected row
- Invalid types are rejected on import
Web: Import and export are available – just like on the desktop – via Settings → Catalog management (export for administrators only).