The Catalog Modulein DaaI Business Suite allows you to 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. To create and manage commonly used billing items that can be reused across transactions.
🎯 Purpose & Real-World Use
The Catalogue 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 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)
Control available quantity (if needed)
Attach reference files or internal notes
Directly use catalog entries in invoices or proforma invoices
✅ How to Add a Catalog Item:
- Navigate to Billing → Catalog
- Click “Add” (Top Right)
- Fill in all required and optional fields
- Click the Save (Green) button
Once saved, the item will be available for selection in any invoice as a billable item.
🛠️ Fields in Catalog Item:
| Field Name | Description |
|---|---|
| Title | Name of the product/service (e.g., “Annual AMC”, “AC Installation Package”) |
| HSN/SAC Code | GST-specific code for goods/services (enter if applicable) |
| Has Quantity Limit? | Toggle (Yes/No) if “No” Quantity field is disabled. If “YES” you can set total quantity |
| Quantity | Used for stock or quantity tracking (Quantity Logic Article) |
| Unit Price | Price per unit (excluding tax) |
| Cost | Auto-calculated (Unit Price + Taxes), shown for reference only |
| CGST/SGST/IGST | Enter tax percentage (%) applicable; system auto-calculates tax amount |
| Attachments | Upload product images, documents, or references |
| Notes | Add internal information, policies, terms, or remarks |
TIPS💡
Use catalog items to standardize and speed up your billing process.
To learn more about quantity logic visit this article