Set up the catalog
Load clients, products, formulas, items, vendors, units, locations, and categories.
Back to product
Operating catalog
Clients, Products, Formulas, and Vendors
CatOps gives the operating system a structured catalog underneath the workflows. Customers, brands, products, formulas, vendors, freight, units, categories, and facilities become reusable records instead of retyped fields.
What is included
The working parts behind this feature.
- Client/owner records, customer contacts, brands, products, and client dashboard support
- Formula templates, formula lifecycle, ingredient lines, calculations, and product assignment
- Ingredients, item catalog, units of measure, categories, locations, and facilities
- Vendors and suppliers with contacts, lead times, payment terms, supplied products, and stats
- Freight carrier catalog and data/admin tools for imports and controlled setup
Workflow
How it moves through CatOps.
Use everywhere
Reference the same records in quotes, inventory, production, receiving, shipping, and reports.
Control access
Keep tenant and client data scoped through role and tenant-aware APIs.
Improve over time
Let onboarding establish the basics, then mature the catalog as workflows grow.
Why it matters
Cuts repeated data entry across departments
Keeps client-owned and tenant-owned work organized
Creates the foundation for quoting, planning, inventory, and production accuracy