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Create and Manage Catalogs

Hubflo Team avatar
Written by Hubflo Team
Updated over 3 weeks ago

The Catalog in Hubflo is where you manage all your billable items—products, services, time entries, and packs. Whether you're preparing quotes, issuing invoices, or organizing internal costs, the catalog ensures everything is accurate, categorized, and ready to use.

You can build your catalog manually, import items in bulk, and even bundle items into packs to streamline your workflow.

Create Your Catalog

To get started, go to the BillingCatalogNew item.

Your catalog can include multiple types of items:

  • Product

  • Service

  • Time

  • Packs

You'll see the following fields when creating a new item:

  • Name: Internal title for your item

  • Description: Describe your service or product (visible to clients)

  • Kind: Choose the type of item

    • Service, Product, Time, or Pack

  • Catalog item category: Organize by relevant tags or categories

  • Unit price: The price charged to your client

  • Cost (Tax excl.): Your internal cost (before tax)

  • Margin: Automatically calculated in $

  • Margin rate: Automatically calculated in %

  • VAT: Default is 20% (editable)

  • Reference: Optional internal code or SKU

  • Link to a provider: Associate this item with a supplier

  • Hidden on proposals and invoices:

    • If toggled on, the item won’t be visible to your clients and won’t impact totals

Create Packs

  1. To get started, go to Catalog → Pack → New → Pack.

  2. Add a name

  3. Add item from catalog

  4. Add quantities

  5. Click Create

If you need to make changes, go to Packs.

  1. Click the three dots next to your package

  2. Click Edit

Import Your Catalog

  1. Go to Settings → select Imports/Exports from the menu

  2. Click Start import

  3. Drop a CSV, XLSX, or XLS file

  4. Click Next to verify data

  5. Once data is verified, click Submit

Tip: Download and prepare the Import Template.

Open the template and replace the sample data with your own information.

Customize Categories

From Settings → Categories → Catalog or directly from the Catalog via the cogwheel ⚙️, you can rename, add or delete item categories.

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