To save time, you can:
4 - Create packs
1 - Import Your Catalog
👉 From the Settings ⚙️ go to "Imports/Exports" and select "Catalog":
💡 Follow the guide! You can select our import template, or add your file. Hubflo takes care of recognizing the columns to import :
👋 Need help importing your data? Write to us via the chat at the bottom right of your screen, we can handle it for you!
2 - Create Your Catalog manually
👉 From the "Billing" module, click on "Catalog", then on "New item"
You can add a title and description visible to your clients.
The item type (service, product, etc).
Pricing information → Hubflo automatically calculates the margin rate and the gross margin excl. VAT (not visible to your clients).
You can add a reference to your item and link it to one of your suppliers on Hubflo.
3 - Customize the Item Categories
You can edit and add categories to classify your items from the Settings in "Tags & Categories" or directly from the catalog by clicking on ⚙️
→ Rename, add, or delete item categories
4 - Create packs
Here’s how to bundle multiple items into a single pack for use in your proposals and invoices:
Click on the "Catalog" tab:
→ Select the "Pack" category:
→ Click on "New" then "Pack":
You can select multiple items from your catalog to form a pack and adjust their quantity:
👉Use your packs in your proposals & invoices:
→ Click on "Select Pack" to add one to your proposal/invoice:
→ To add a new item to your pack, select "new line", or an item from your catalog. Then, drag it into your pack using the arrow:
You can make temporary modifications to your pack in your proposal/invoice: quantity of items, price, VAT, or discount, etc.
To permanently add/remove items to your pack: you will need to go through the catalog.
Operation completed!
If you have questions, write to us via the chat at the bottom right of your screen 👇