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Catalogue
One catalogue. Read by quotes, invoices and the asset register.
Products, services and suppliers in one place. Distributor pricing imports from CSV or supplier feed. Quote lines, invoice lines, asset stubs and accounting-sync items all share the same source of truth.
- Products + services
Tangible products and time-based services as peer types. Same fields drive every downstream artefact.
- Suppliers & distributors
Hold supplier records with cost, margin and SKU mapping. Distributor pricing imports via CSV, with native API integrations live for Ingram, TD Synnex and Exertis.
- Pushes to accounting
Catalogue items map to QuickBooks Online items so the resulting invoice line lands in the right ledger account without re-keying.
How catalogue feeds the rest
Single source. Many readers.
- Quote builder picks lines from the catalogue. Distributor cost and margin shown live.
- Invoice items written from quote acceptance carry the catalogue product_id, tax_code_id and service_id.
- Asset register can spawn stub assets from catalogued products on quote acceptance — useful for hardware deliveries that need an asset row before the agent installs.
- Accounting sync resolves catalogue items to QuickBooks item IDs server-side.
Suppliers & distributors
CSV plus native distributor APIs.
- Supplier records with cost, margin, SKU mapping, lead-time notes.
- CSV import handles distributor price files in the format every UK MSP already gets weekly.
- Native distributor API integrations live — Pax8 for cloud, Ingram, TD Synnex and Exertis for hardware.
- Stock in the Channel aggregator under research for cross-distributor visibility.
Asset stubs from quotes
For hardware quoted today and physically delivered later, the catalogue can spawn stub assets at quote acceptance. The stub holds the product, supplier, expected serial range and the quote reference. When the agent eventually checks in, OpsMerge matches by hostname or serial and promotes the stub to a live asset.
Accounting mapping
Each catalogue item maps to a QuickBooks Online item ID. Tax codes resolve through the same mechanism. The push to accounting carries the IDs — no name-matching guesswork on the accounting side.
Pairs well with