Quote cleanly in the V2 catalog — 944 products, 14 groups. Keep it by the desk.
27%
Over recent years, $4.1M — 27% of revenue went out as a single Custom line with the detail stuck in the memo. With generic "Sales" lines it's ~43% (~$6.6M) we can't report on. Fix: pick a real product first; use Custom only when it truly is.
1 · Search before you create
Type in the Product box — Scoro searches both Part # and name. Know the code? Type ANG-6X6-14-G. Only know what it is? Type angle. Found it → use it (don't retype a duplicate line).
2 · "Custom Fabrication" is a real group — not a junk drawer
It holds 99 real, named parts — things we actually build to order. For example:
SQT-4X6-ENDPLATE-G — Square Tube Arm with End Plate & Hardware
XAU01 — Bent Plate
Real product → pick it
6"×6"×¼" galv angle, ½" U-bolt, 12" cable tray — these are in the list. Search and pick it, and we can see what actually sold.
Custom → true one-offs only
If you'd order it again for another job, it's a real product — add it (step 3). Custom is for genuine one-offs, with a clear description.
3 · Not in the list? Add it the right way — don't skip it
Taking a minute now saves the headache later. You can add it right from the quote line (click the [+]) or under Settings → Products. Give it a clear name, in this order:
Typewhat it is
Sizedimensions
Material/Gradesteel, A325, alum
Finishgalvanized
Name — Angle, 4" x 4" x 1/4", Galvanized (capitalized, commas between the parts). Don't use Custom, Sales, or a customer's name.
Part # — keep any real or old number (PV-VC-CS-) as it is; make new ones using the box below.
Product group — pick one of the 14.
Money bucket (Scoro calls it "Accounting object") — Hardware, Catalog Kits, Custom Fabrication, Freight, or Services.
Unit is usually pcs · set a Price (a rough one beats $0). Tax and accounting codes come from QuickBooks — not something you set here.
4 · Making a part number (for new parts)
Keep any real or old number (PV-VC-CS-) as it is. For a brand-new part, make the number the same order as the name — just shortened:
WHAT IT IS – ITS SIZE – ITS FINISH
What it is — a short form
Use the short form we already use for it, so everyone's part numbers match. Nothing listed? Make a short one and use that same one next time.
AngleANG
Plate / Backing platePLT / BPL
Bolt / Hex boltBLT / HXB
U-bolt / Square u-boltUBT / SUB
Threaded rodTRD
Nut / WasherNUT / WSH
PipePIP
Square tubeSQT
Channel / Flat barCHN / FBR
Bar gratingGRT
Cable trayCTR
Clamp / Bracket / ClipCLM / BRK / CLP
Cover plateCVP
Ring mount / MountRMT / MNT
Custom fab assemblyFAB-…
Its size — shorten the measurements
Leave off the inch and foot marks, and put an X between the measurements:
4" x 4" x 1/4"→4X4-14
For fractions, just run the numbers together:
¼=14
⅜=38
½=12
⅝=58
3/16=316
1-¼=114
If it's sold by length, add X and the number of feet:
10' long→X10
Its finish — one short tag at the end
GGalvanized
ALAluminum
SSStainless
PCPowder-ctd
Omit if there's no finish.
Stick the three pieces together — a 4"×4"×¼" galvanized angle:
ANGtype
+
4X4-14size
+
Gfinish
=
ANG-4X4-14-Gpart #
Something built to order? Start it with FAB-, e.g. FAB-ANG-2X2-14-POSTREINF-G.
No two parts can share a number. If the one you make is already used, add whatever's different — a length, a hole, a grade: ANG-4X4-14-G vs ANG-4X4-14-X10-G. Never put a customer or job name in the code.
⏱ Fast now, faster later. 60 seconds picking or properly adding a product saves hours at month-end — no "what was this $4,200 Custom line?", fewer questions from the bookkeeper, accountant, and customer. Get it right in the moment and the reports just connect.