Products in Scoro

How to find, pick, and add products when you're quoting β€” and keep the list clean.

Nothing changes about how you quote β€” type a product, pick it, done. The list is just cleaner now, so things are faster to find and you get asked fewer questions later. A few of these changes came straight from your feedback. Use the menu to jump to what you need.

1 Β· Add a product to a quote

This happens while you have a quote open β€” the screen where you build a customer's price list, reached from the Quotes tab in the top bar. Each item on the quote is a quote line. On a quote line, start typing in the Product box. Scoro searches the part # (the product's code β€” see 9) and the name at the same time.

Adding a line to a quote
angle 6
ANG-6X6-14-G Β· Angle, 6" x 6" x 1/4", Galvanized
  • Know the part #? Type it β€” ANG-6X6-14-G.
  • Only know what it is? Type a word β€” angle, u-bolt, cable tray.
  • Found it β†’ use it. Don't type a new line for something already in the list β€” that's how the old list grew thousands of duplicates.

2 Β· Add one without leaving the quote

If it's genuinely not in the list, you don't have to stop. Type the new name in the Product box and click the [+] that appears β€” this opens the full product card, the same one as in Settings.

  • Fill it in like a real product (it is one): name, part #, Product group, price. This is where you put it in a group β€” pick the group right in the pop-up.
  • It's saved to the catalog on save β€” so next time you just search and pick it, already grouped.
Always use the [+] and pick a group. If you just type a line and save the quote without the [+], Scoro still creates the product β€” but with no group, landing in the ungrouped pile. That's how the old mess happened. (As admin you can switch off ad-hoc adds entirely under βš™ Settings β†’ Sales and finance β†’ General so only real products get used.)

3 Β· Custom / built-to-order work

Pick the matching Custom type, then put the job's details in the line note β€” size, material, site. One type, described per job β€” not a brand-new product every time.

βœ— old way

Line: Custom β€” $480

Memo: "angles w/ holes for Jacobs"

Next month nobody knows what it was.

βœ“ now

Pick: Custom Angle

Note: "4Γ—4Γ—ΒΌ galv, holes, Jacobs job"

Clear, repeatable β€” 10 seconds.

The short list of custom types is being finalized with you β€” so every custom job lands in a real bucket instead of one big "Custom" pile.

First, how to open the Products page. The next four sections all live on the same screen. To get there: click βš™ Settings in the top-right corner of any Scoro page (next to Help) β†’ on the row of tabs that appears, click Sales and finance β†’ then Products and services. That's your product list. You'll also see tabs across the top there: Products and services Β· Product groups Β· Product add-ons Β· Warehouse Β· Price lists β€” you only need the first two. (This is different from the Quotes tab in the top bar, where you build quotes.)

4 Β· Create a product

For something you'll sell again. On the Products and services page (Settings β†’ Sales and finance β†’ Products and services β€” see the box above), click +New (or use the [+] from a quote line). This opens the product card β€” the form that holds everything Scoro knows about one product. Fill in:

The product card
Angle, 4" x 4" x 1/4", Galvanized
ANG-4X4-14-G
Raw Materials
pcs
a rough one beats $0
  • Name & Product code (the part # β€” the product's short, unique code, e.g. ANG-4X4-14-G) follow the conventions below (8, 9).
  • Product group β€” the catalog category a product belongs to (e.g. Raw Materials); pick one (see Product groups).
  • Unit β€” how it's counted (usually pcs for pieces).
  • Price β€” set anything reasonable; you can still change it on the quote.
Tax & accounting: you don't set those on the product β€” QuickBooks handles the tax and the books. Your part is name, part #, group, unit, price.

5 Β· Edit a product

Need to fix a price, a name, a part #, or move it to a better group? On the Products and services page (Settings β†’ Sales and finance β†’ Products and services β€” see the orientation box in 4), click the product open, change the field, and Save.

  • Changes apply to new quotes from then on. Quotes and invoices already sent keep exactly what they had β€” editing the product doesn't reach back and change old documents.
  • Fixing a typo or a wrong group is always safe β€” do it the moment you spot it.

6 Β· Retire / bring back a product

When you spot one that shouldn't be in the list β€” a duplicate, something discontinued, or an old Custom/Sales leftover β€” find it on the Products and services page (Settings β†’ Sales and finance β†’ Products and services β€” see the orientation box in 4), click it open, and uncheck "Active." "Active" is a checkbox on the product card: checked means the product shows up when you search on a quote; unchecked means it's hidden from quoting (but kept).

☐  unchecked β†’ hidden from the quoting list
  • It disappears from the quoting list right away. Nothing is deleted β€” old quotes and invoices stay exactly as they were.
  • Fully reversible β€” re-check "Active" any time to bring it back.
When in doubt, leave it active. A commodity you sell bundled into jobs (bolts, angle, washers) can look unused but still belongs.

7 Β· Product groups

A product group is the catalog category a product belongs to. Every product sits in one group. The group is how you find things in the list and how everything totals up in reports. Here's the catalog today:

Tower Antenna Mounts
Monopole Antenna Mounts
Rooftop Mounts
Wall & Chimney Mounts
Water Tank Mounts
Equipment Platforms
Cable Support & Routing
Safety & Climb Systems
Pipe & Pipe Hardware
Hardware, Clamps & Brackets
Raw Materials
Custom Fabrication
Freight & Delivery
Engineering Services

To add or rename a group, go to the Products and services page (Settings β†’ Sales and finance β†’ Products and services β€” see the orientation box in 4) and click the Product groups tab at the top of that page. A group can sit under a parent group to make a sub-group. To move existing products into a group, select them in the products list and use the bulk action β€” or set the group on each product card.

Keep this list short on purpose. A small, stable set of groups is what keeps reports readable β€” and it's yours to protect. Almost everything fits a group that's already here; only add one when something genuinely doesn't fit any of them. That restraint is the difference between a catalog you can report on and the old one nobody could.

8 Β· Naming a product

Same order every time: what it is, its size, the material/grade, the finish β€” capitalized, with commas, skipping any part that doesn't apply.

  • Angle, 4" x 4" x 1/4", Galvanized
  • U-Bolt, 1/2" x 3", Galvanized
  • Cable Tray, 12" Straight, Aluminum

Avoid: Custom Β· Sales Β· Misc hardware Β· T-Mobile pole mount (the customer name belongs on the quote, not the product).

9 Β· Making a part number

If it already has a number, keep it. Real manufacturer numbers and the old PV- / VC- / CS- ones stay exactly as they are. Only build one for a brand-new part.

For a new part, make the number the same order as the name β€” just shortened:

WHAT IT IS  β€“  ITS SIZE  β€“  ITS FINISH

What it is β€” a short form (use the one we already use, so everyone matches):

AngleANG
Plate / Backing platePLT / BPL
Bolt / Hex boltBLT / HXB
U-bolt / Square u-boltUBT / SUB
Threaded rodTRD
Pipe / Square tubePIP / SQT
Channel / Flat barCHN / FBR
Cable trayCTR
Clamp / Bracket / ClipCLM / BRK / CLP
Cover plateCVP
Ring mount / MountRMT / MNT
Built-to-order assemblyFAB-…

Nothing listed for it? Make a short, obvious one from the main word (3–4 letters) and use that same one next time.

Its size β€” drop the inch/foot marks, put an X between measurements; run fractions together; add X + feet if sold by length:

4" x 4" x 1/4"4X4-14 10' longX10
ΒΌ=14
β…œ=38
Β½=12
⅝=58
3/16=316
1-ΒΌ=114

Its finish β€” one short tag at the end (leave off if none):

GGalvanized
ALAluminum
SSStainless
PCPowder-ctd

Stick the three together β€” a 4"Γ—4"Γ—ΒΌ" galvanized angle:

ANGtype
+
4X4-14size
+
Gfinish
=
ANG-4X4-14-Gpart #
No two products can share a part #. If yours is taken, add what's different β€” 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.