This happens while you have a quote open — 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 # and the name at the same time.
📸 Screenshot goes here: the real quote-line Product search — dropdown open, showing the part # (gray, right) alongside the name.
- Know the part #? Type it —
ANG-6X6-14-G.
- Only know what it is? Type a word —
angle, u-bolt, cable tray.
- Found it → use it. Don't type a new line for something already in the list — that's how the old list filled up with duplicates.
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 — 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 — pick the group right in the pop-up.
- It's saved to the catalog on save — so next time you just search and pick it, already grouped.
📸 Screenshot goes here: the [+] "add new" button as it appears in the quote-line Product box (and/or the product-card pop-up it opens).
Always use the [+] and pick a group. If you just type a line and save the quote without the [+], Scoro still creates the product — 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 ⚙ Settings → Sales and finance → General so only real products get used.)
Pick the matching Custom type, then put the job's details in the line note — size, material, site. One type, described per job — not a brand-new product every time.
✗ old way
Line: Custom — $480
Memo: "angles w/ holes for Jacobs"
Next month nobody knows what it was.
✓ now
Pick: Custom Angle
Note: "4×4×¼ galv, holes, Jacobs job"
Clear, repeatable — 10 seconds.
Why it matters: for years most custom work went out as one generic Custom line, so year-end reports couldn't break it down. A short, fixed list of custom TYPES fixes that — every job lands in a real, reportable bucket, with the specifics in the line note.
Proposed custom types — built from your last several years of jobs. These need your sign-off:
- VCC-AMCustom Antenna Mount — sector (alpha–epsilon), radio, triangular, pole-top, mount assemblies
- VCC-SOCustom Standoff — standoffs, standoff mounts, standoffs + backers
- VCC-PFCustom Platform / Support Frame — rooftop platform mods, support frames, sled mounts + trays
- VCC-TMCustom Tower Modification — guy-tower mods, modification steel, mod kits
- VCC-PMCustom Pipe / Mast — pipe masts, pipe mounts, HSS poles
- VCC-BSCustom Backing Steel — backing angles, C-channels, backing plates + threaded rods
- VCC-PLCustom Plate — bearing / cover / base / template / bent / end plates
- VCC-BRCustom Bracket / Crossover — crossovers, clips, kickers, leg adaptors
- VCC-HRCustom Handrail / Railing — handrails, ship ladders, parapet rails
- VCC-RBCustom ReBar / Concrete Steel — rebar, anchor / embed steel
- VCC-SSCustom Structural Steel — one-off beams / angle / tube to spec (catch-all)
- VCC-KTCustom Kit / Assembly — multi-part bundles spanning types
Optional — only if these recur enough to be worth their own bucket:
- VCC-CVCustom Cover / Enclosure
- VCC-CSCustom Cable / Coax Support
⚠️ The last two main types — Structural Steel and Kit / Assembly — are catch-alls for true one-offs. If most jobs end up in them, we've recreated "generic Custom," so lean on the specific types first.
This is the approval point for the custom types. Review the list above, then in the box below: type “approved” if it's right, or tell us what to rename, merge, add, or drop. This is the one place to settle it — your reply goes straight to Lisa with your name.
First, how to open the Products page. The catalog-management sections (this one, Edit, Retire, Product groups) all live on the same screen. To get there: click ⚙ Settings (top-right of any Scoro page, next to Help) → Sales and finance → Products and services. The tab beside it, Product groups, is the only other one you need. (Different from the Quotes tab up top, where you build quotes.)
📸 Screenshot goes here: the ⚙ Settings menu open, path highlighted — Sales and finance → Products and services — plus the row of tabs.
For something you'll sell again. On the Products and services page, click +New (or use the [+] from a quote line). This opens the product card. Fill in:
📸 Screenshot goes here: the real new-product card in Scoro with these fields filled in.
- Name & Product code follow the naming + part-number conventions from the first two sections.
- Product group — the catalog category; pick one (see the Product groups section).
- Unit — usually
pcs. Price — set anything reasonable; you can change it on the quote.
Tax & accounting: you don't set those on the product — QuickBooks handles the tax and the books. Your part is name, part #, group, unit, price.
Need to fix a price, a name, a part #, or move it to a better group? On the Products and services page (Settings → Sales and finance → Products and services), 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 — editing the product doesn't reach back and change old documents.
- Fixing a typo or a wrong group is always safe — do it the moment you spot it.
When you spot one that shouldn't be in the list — a duplicate, something discontinued, or an old Custom/Sales leftover — find it on the Products and services page, click it open, and uncheck "Active." Checked means it shows up when you search on a quote; unchecked means it's hidden from quoting (but kept).
📸 Screenshot goes here: the real Active checkbox on a product card.
- It disappears from the quoting list right away. Nothing is deleted — old quotes and invoices stay exactly as they were.
- Fully reversible — 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.
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
Fees & Surcharges
To add or rename a group, go to the Products and services page and click the Product groups tab at the top. A group can sit under a parent to make a sub-group. To move products into a group, select them in the list and use the bulk action — or set the group on each product card.
📸 Screenshot goes here: the Product groups tab on the Products and services page, showing the live group list.
Keep this list short on purpose. A small, stable set of groups is what keeps reports readable. Almost everything fits a group that's already here; only add one when something genuinely doesn't fit.
Same order every time: what it is, its size, the material/grade, the finish — capitalized, with commas, skipping any part that doesn't apply.
Angle, 4" x 4" x 1/4", GalvanizedU-Bolt, 1/2" x 3", GalvanizedCable Tray, 12" Straight, Aluminum
Avoid: Custom · Sales · Misc hardware · T-Mobile pole mount (the customer name belongs on the quote, not the product).
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 — just shortened:
WHAT IT IS – ITS SIZE – ITS FINISH
What it is — a short form (use the one we already use):
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-…
Its size — 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"→4X4-1410' long→X10
¼=14
⅜=38
½=12
⅝=58
3/16=316
1-¼=114
Its finish — one short tag at the end (leave off if none):
GGalvanized
ALAluminum
SSStainless
PCPowder-ctd
Stick the three together — a 4"×4"×¼" 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 — 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.