The Catalog module in Daai Business Suite lets you maintain a reusable list of products, services, or packages that can be quickly added as billable items in invoices or proforma invoices. This saves time by eliminating the need to enter the same item details repeatedly, and standardises tax / HSN / SAC compliance across every bill.
📌 Naming note: the menu label in the application is Catalog (not Catalogue). The KB historically used the British spelling, but the in-app label is Catalog.
🎯 Purpose & Real-World Use
The Catalog is ideal for businesses that offer recurring services (like Monthly Maintenance, AMC Packages) or fixed products. Instead of re-entering item details each time, you can:
- Add the item once in the Catalog.
- Reuse it instantly across multiple billing documents.
- Maintain tax compliance and internal documentation.
📋 What You Can Do
- Add reusable billing items (products / services / packages).
- Set up tax and pricing details (CGST, SGST, IGST).
- Track stock levels and set a per-invoice quantity cap (when needed).
- Attach reference files or internal notes.
- Directly use catalog entries in invoices, proforma invoices, recurring invoices, or credit notes.
- Bulk-import many items at once via the standard Validate & Import dialog (catalog joined the unified bulk-import pattern).
- See live stock in the Stock On Hand report under Reporting → Reports for items with quantity tracking.
✅ Prerequisite: at least one Catalog Category must exist. Catalog Categories are managed under Settings → Dropdown Settings (the standalone Catalog Categories page was demoted into Dropdown Settings on 2026-04-29).
✅ How to Add a Catalog Item
- Navigate to Billing → Catalog.
- Click Add (top right).
- Fill in all required and optional fields (see table below).
- Click the green Save button. The Save button shows a spinner and is disabled until the server confirms.
Once saved, the item will be available for selection in any invoice / proforma / recurring invoice / credit note as a billable item.
🛠️ Fields in a Catalog Item
| Field Name | Description |
|---|---|
| Title (required) | Name of the product / service (e.g. “Annual AMC”, “AC Installation Package”). |
| SKU | Optional item code / stock-keeping unit for your own reference. |
| Category | Pick from the categories configured in Settings → Dropdown Settings → Catalog Categories. |
| HSN Code | GST-specific HSN / SAC code for goods / services (enter if applicable). |
| Max Qty/Invoice | Optional cap on how many units of this item can be added to a single invoice line. Leave blank for no limit. |
| Count Quantity | Toggle — turn on to auto-decrement stock on each invoice. When on, the Current Stock and Low Qty fields appear (see Manage Quantity in Catalog). |
| Current Stock | Shown only when Count Quantity is on — the on-hand quantity available to bill. |
| Low Qty | Shown only when Count Quantity is on — when stock falls to this level the item is flagged Low Stock. |
| Unit Price (required) | Price per unit (excluding tax). Stored at full precision; displayed to 2 decimals. |
| CGST / SGST / IGST | Enter the tax percentage (%) applicable; the system auto-calculates the tax amount. |
| Total Cost | Auto-calculated (Unit Price + Taxes), read-only. |
| Notes | Add internal information, policies, terms, or remarks. |
| Attachments | Upload product images, documents, or references. |
📥 Bulk Import
Catalog joined the unified bulk-import pattern on 2026-04-29 — same UX as Asset, Project, Client, and other modules.
- Open Billing → Catalog → click Import.
- Download the sample CSV; the sample row enumerates every valid Catalog Category in the FK / dropdown columns joined by ” / “.
- Fill in your rows, click Validate, fix any errors, then Import.
📊 Stock On Hand
For items with Count Quantity = Yes, the Stock On Hand report (Reporting → Stock On Hand) shows live remaining quantities at any point in time, derived from the Catalog and offsetting invoiced / cancelled lines.
💡 Tips
- Use catalog items to standardise and speed up your billing process.
- To learn more about quantity logic, visit the Manage Quantity in Catalog article.