One catalog behind every quote and job.
Inventory & Procurement holds what you sell and what you hold. The same catalog fills a quote line, a job's parts list and a purchase order, so there is no second inventory app to reconcile at the end of the month.
The equipment panel on the Field Services command centre: total units, assigned, needs service and damaged.
What is in Inventory & procurement.
Every capability below is a line from the module table in our terms of service — the list your subscription actually entitles you to.
Catalog and stock
- Products, services, inventory items
- Product & service catalogs
- Warehouses & bin locations
Purchasing
- Purchase orders, RFQs, supplier quotes
- Supplier quote comparison
How work moves through it.
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Load the catalog
Products and services go into one catalog, or an industry blueprint seeds a starter catalog for you at signup.
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Quote from it
Quote and deal line items are picked from that catalog, so the price on the quote is the price in the catalog.
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Pick parts for a job
A job's parts list draws from the same items, held against warehouses and bin locations.
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Reorder
Raise a purchase order, or send an RFQ and compare the supplier quotes that come back before committing.
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Book the bill
The supplier's bill lands in accounts payable against the same purchase ledger.
Questions
- Yes. Inventory items sit against warehouses and bin locations, which are part of the Inventory & Procurement module.
- Yes. Send an RFQ, collect the supplier quotes it returns and compare them before you raise the purchase order.
- It can. Industry blueprints pre-configure pipelines, fields and catalogs, and may be swapped or stacked at any time.
No matches — email hello@catchacrm.com
Try Inventory & procurement on your own data.
Start a 21-day free trial and the whole platform comes with it — toggle off the modules you do not want and they leave the sidebar.