Products in Scoro

1 · Add a product to a quote

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 # (the product's code — see 9) and the name at the same time.

• 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 grew thousands of duplicates.

2 · 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 — 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.

3 · Custom / built-to-order work

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.

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

4 · Create a product

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

• Name & Product code (the part # — the product's short, unique code, e.g. ANG-4X4-14-G) follow the conventions below (8, 9).
• Product group — the catalog category a product belongs to (e.g. Raw Materials); pick one (see Product groups).
• Unit — how it's counted (usually pcs for pieces).
• Price — set anything reasonable; you can still change it on the quote.

5 · 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 → Sales and finance → Products and services — 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 — 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.

6 · Retire / bring back a product

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 (Settings → Sales and finance → Products and services — 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).

• 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.

7 · 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:

To add or rename a group, go to the Products and services page (Settings → Sales and finance → Products and services — 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 — or set the group on each product card.

8 · Naming a product

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

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

9 · Making a part number

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, so everyone matches):

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

Its finish — one short tag at the end (leave off if none):

Stick the three together — a 4"×4"×¼" galvanized angle: