How the V2 product catalog is built, how to pick the right product when quoting, and how to add one properly when it's genuinely missing — so what you sell is what you can report on.
Why this matters. Over the last few years, $4.1M — 27% of all revenue was invoiced as a single Custom line with the real detail buried in the memo. Add the generic Sales lines and it's ~43% (~$6.6M) of revenue we can't break down by product. Nobody can answer "how much angle did we sell?" or "what's our margin on monopole mounts?" because the answer is locked in free-text memos.
The V2 catalog fixes the data going forward. 944 real products, each with a name, a part #, a group, and a price. This page shows how to keep it clean: pick the real product, and when you truly need a new one, take the 60 seconds to add it right.
Every product sits in one of 14 groups. The group is how you find things in the list and how everything gets totaled up at the end. Here's the catalog today — 944 active products:
Mostly physical products. Blue = service-type groups (engineering, freight). Orange = Custom Fabrication.
On a quote line, just start typing in the Product box. Scoro looks at both the part # and the name at the same time — you don't need the exact wording.
ANG-6X6-14-G, VC-SKRM — it shows in the Part # column.angle, u-bolt, cable tray — and pick from the list.This is the big one. Custom Fabrication holds 99 real, named parts — things we actually build to order. It's not the place to dump something because you're in a hurry. Here are real ones in there right now:
The test: if you'd build or order it again for another job, it's a real product — give it a name and a part # and add it. Use Custom Fabrication only for true one-offs — and even then, write a clear description so nobody's guessing at invoice time.
Line: Custom — $480
Memo: "angles for the Jacobs job w/ holes"
No way to track it. Next month nobody can tell what it was, what it cost, or whether we sell it again.
Pick the real product:FAB-ANG-4X4-14-HOLEHDW
Already in Custom Fabrication. Tracked, repeatable, priced. 10 seconds.
Don't skip it. Don't fall back to a generic line. Taking the minute to add it properly right now is what keeps everything downstream clean — the orders, the invoices, the books. A part added right today is one you can pull up and sell cleanly for years.
Same order every time: what it is, its size, the material/grade, the finish — capitalized, with commas, and skip any part that doesn't apply.
Angle, 4" x 4" x 1/4", GalvanizedU-Bolt, 1/2" x 3", GalvanizedCable Tray, 12" Straight, AluminumAvoid: Custom · Sales · Misc hardware · T-Mobile pole mount (the customer name belongs on the quote, not the product).
Keep any real or old number as it is. For a brand-new part, make one — see Making a part number just below.
One of the 14 groups (above). The money bucket (Scoro calls it the "Accounting object") is what lets the bookkeeper and accountant see the numbers without coming to ask you:
Unit is almost always pcs. Set a price — a rough one beats $0, and you can change it on the quote. Save, and it's a real product from now on.
A part number is just a short, predictable code for the product. Two situations:
PV- / VC- / CS- ones stay exactly as they are. Don't re-number something that already has one.For a brand-new part, make the number the same way you say the name — same order, just shortened:
WHAT IT IS – ITS SIZE – ITS FINISH
Use the short form we already use for it, so everyone's part numbers match:
Nothing listed for it? Make a short, obvious one from the main word (3–4 letters) and use that same one next time.
Leave off the inch and foot marks, and put an X between the measurements:
For fractions, just run the numbers together:
If it's sold by length, add X and the number of feet:
Leave it off if there's no finish.
A 4"×4"×¼" galvanized angle comes out like this:
FAB- when they're an assembly rather than a single plain part — e.g. FAB-ANG-2X2-14-POSTREINF-G (angle post reinforcements, with hardware).
ANG-4X4-14-G vs ANG-4X4-14-X10-G. And never put a customer or job name in the part number.There are 500+ products in here, and plenty are duplicates, discontinued, or one-off junk left over from the old system. You don't need a cleanup project — when you run across one that obviously shouldn't be there, pull it out of the way right then.
How: open the product and uncheck "Active." It disappears from the quoting list right away. Scoro keeps the record — old quotes and invoices stay exactly as they were — so nothing is deleted and it's fully reversible: re-check Active any time to bring it back.
Good ones to pull:
Custom / Sales / junk-named entries from the old systemThe whole thing in one line
Look first. Pick the real product. If it's truly new, add it right — name, part #, group, money bucket.
A minute now beats hours later untangling a "Custom" line. Cleaner for you, the customer, the orders, and the books — so you get asked fewer questions.