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Quotrum

Catalog Management

Overview

The service catalog is the foundation of Quotrum. It defines what services you offer, how they’re priced, and the rules that govern quoting. Catalog Management allows you to customize and maintain your catalog to match your business.

Note: Full catalog editing requires Professional or Enterprise plans. Starter users can view the standard catalog but cannot modify it.

Accessing Catalog Management

  1. From the main menu, select Catalog
  2. Or go to Settings → Catalog Management
  3. You’ll see the Catalog Dashboard with:
    • Service count and categories
    • Recent price updates
    • Pending changes (if approval workflow enabled)

Catalog Structure

Service Categories

Services are organized into categories:

  • Internet Access - DIA, Broadband, Fiber, Fixed Wireless
  • Private Networking - MPLS, VPLS, Point-to-Point, Dark Fiber
  • Voice Services - SIP Trunking, PRI, POTS Lines
  • Managed Services - SD-WAN, Managed Firewall, Network Monitoring
  • Cloud Connectivity - Cloud Connect, Direct Connect
  • Colocation - Cabinet Space, Power, Cross Connects
  • Other - Custom services

Service Attributes

Each service has:

  • Basic Info - Name, description, category
  • Pricing - MRC, NRC, term-based discounts
  • Configuration Options - Bandwidth, interface, SLA, etc.
  • Dependencies - Required or optional add-ons
  • Equipment - Required hardware and BOM items
  • Validation Rules - Business logic and constraints
  • Availability - Geographic or account restrictions

Viewing Services

Browse Catalog

Browse all services:

  1. In Catalog Management, click All Services
  2. Services listed with key info (name, price, category)
  3. Use filters to narrow:
    • By category
    • By availability
    • By price range
    • Active vs inactive

Search Services

Find specific services:

  1. Use search box at top
  2. Search by:
    • Service name
    • Keywords in description
    • SKU / part number
  3. Results update as you type

View Service Details

See complete service information:

  1. Click any service name
  2. Service detail page shows:
    • Full description
    • Pricing table (by term)
    • Configuration options
    • Required equipment
    • Dependencies
    • Usage statistics (how often quoted)

Adding Services (Professional/Enterprise)

Create New Service

  1. Click Add Service (top-right)
  2. Choose service type:
    • From Template - Start with standard service, customize
    • From Scratch - Build completely custom service
    • Clone Existing - Copy and modify existing service

Basic Information

Enter service fundamentals:

  • Service Name - Customer-facing name (e.g., “Dedicated Internet Access”)
  • Internal Name - Optional internal reference
  • Category - Select from list
  • Description - Detailed service description
  • SKU - Your internal SKU/part number
  • Status - Active (available in quotes) or Inactive (hidden)

Pricing

Set up pricing structure:

Monthly Recurring Charge (MRC)

  • Base price per month
  • Option for tiered pricing (e.g., by bandwidth)
  • Term-based discounts (lower price for longer terms)

Non-Recurring Charge (NRC)

  • One-time setup/installation fee
  • Optional expedite fees
  • Equipment purchase charges

Pricing Tiers Create multiple tiers:

  • Bandwidth tiers (10 Mbps, 100 Mbps, 1 Gbps)
  • Geographic tiers (metro, regional, national)
  • Service level tiers (standard, premium, enterprise)

Each tier has its own MRC and NRC.

Term Discounts Set discounts by contract length:

  • 12 months: 0% discount (base price)
  • 24 months: 10% discount
  • 36 months: 20% discount

Applied automatically in Quote Wizard.

Configuration Options

Define configurable attributes:

Bandwidth (for Internet/network services)

  • Type: Dropdown or numeric input
  • Values: Fixed list (10, 20, 50, 100, 500, 1000 Mbps) or range
  • Required: Yes
  • Affects pricing: Yes (tied to pricing tiers)

Interface Type

  • Type: Dropdown
  • Values: Copper Ethernet, Fiber Ethernet, Coax
  • Required: Yes
  • Dependencies: Fiber requires certain bandwidth levels

SLA Level

  • Type: Dropdown
  • Values: Standard (99.5%), Premium (99.9%), Enterprise (99.99%)
  • Required: No (defaults to Standard)
  • Price modifier: +$50/mo for Premium, +$150/mo for Enterprise

IP Addresses

  • Type: Numeric
  • Range: 1-32
  • Required: Yes (minimum 1)
  • Price: $5/IP/month

Each option can be:

  • Required or optional
  • Free or add-on price
  • Dependent on other options
  • Validated with rules

Equipment and BOM

Associate required equipment:

  1. Click Add Equipment
  2. Search equipment catalog
  3. Select item (e.g., “Cisco ISR 4331 Router”)
  4. Set quantity rule:
    • Fixed (always 1)
    • Per site (1 per site)
    • Conditional (based on bandwidth, etc.)
  5. Set whether customer-provided is an option

Equipment appears in BOMs automatically when service is quoted.

Dependencies and Add-Ons

Define service relationships:

Required Services Services that must be included:

  • Example: SD-WAN requires Internet access
  • When quoting SD-WAN, wizard prompts for Internet

Optional Add-Ons Services commonly added together:

  • Example: DIA can add managed router, static IPs, DDoS protection
  • Wizard suggests these options

Mutually Exclusive Services that can’t be combined:

  • Example: Standard SLA and Premium SLA
  • Wizard prevents invalid combinations

Editing Services (Professional/Enterprise)

Update Existing Service

  1. Find service in catalog
  2. Click Edit
  3. Modify any field
  4. Click Save Changes

Important: Price changes affect open quotes. See Versioning below.

Bulk Edit

Edit multiple services at once:

  1. Select services (checkboxes)
  2. Click Bulk Actions → Edit
  3. Choose field to edit (e.g., “Category”)
  4. Apply change to all selected
  5. Confirm bulk edit

Use cases:

  • Move multiple services to new category
  • Apply percentage price increase across services
  • Change status (activate/deactivate multiple)

Pricing Updates

Individual Price Change

  1. Edit service
  2. Go to Pricing section
  3. Update MRC and/or NRC
  4. Set effective date (today or future)
  5. Save

Bulk Price Changes

Update many prices at once:

  1. Go to Catalog → Bulk Price Update
  2. Upload CSV with:
    • Service SKU
    • New MRC
    • New NRC
    • Effective date
  3. Review changes
  4. Confirm and apply

CSV Template available for download.

Price Schedules

Schedule future price changes:

  1. Edit service pricing
  2. Click Add Scheduled Change
  3. Enter new price
  4. Set effective date (future)
  5. Save

When date arrives, price updates automatically.

Validation Rules (Enterprise)

Create business logic for quoting:

Field Validation

Ensure inputs are valid:

  • Range checks - Bandwidth between 10-10000 Mbps
  • Format validation - IP address format, phone number format
  • Required fields - Must be completed before proceeding

Business Rules

Enforce company policies:

  • Minimum pricing - Prevent quotes below cost
  • Discount limits - Maximum discount % by user role
  • Term restrictions - Certain services require 36-month terms
  • Geographic restrictions - Service only available in specific states

Configuration Rules

Maintain service validity:

  • Compatibility - Fiber interface required for 1 Gbps+
  • Dependencies - SD-WAN requires Internet circuit
  • Exclusions - Can’t have backup on backup circuit

Rules appear as validation errors in Quote Wizard.

Catalog Versioning

Track changes to catalog over time.

Version History

View service change history:

  1. Open service details
  2. Click History tab
  3. See all changes:
    • What changed (price, description, etc.)
    • Who changed it
    • When changed
    • Previous value

Version Control

Quotrum automatically versions services:

  • Each change creates new version
  • Old quotes reference their version (prices don’t change retroactively)
  • New quotes use latest version

Rollback

Undo changes:

  1. View service history
  2. Find version to restore
  3. Click Restore This Version
  4. Confirm rollback

Use with caution - affects future quotes.

Approval Workflows (Enterprise)

Require approval for catalog changes:

Enable Approval

  1. Go to Settings → Catalog → Approval Workflow
  2. Enable approval
  3. Choose who can approve (admins, specific users)
  4. Set thresholds (e.g., price changes >10% require approval)

Submit for Approval

When editing with approval enabled:

  1. Make changes
  2. Click Submit for Approval
  3. Add note explaining change
  4. Approver receives notification

Approve/Reject Changes

As an approver:

  1. Go to Catalog → Pending Approvals
  2. Review requested change
  3. Approve (change goes live) or Reject (change reverted)
  4. Add comment

Importing Catalogs

From Spreadsheet

Import bulk catalog data:

  1. Go to Catalog → Import
  2. Download CSV template
  3. Fill template with your services
  4. Upload completed file
  5. Review import preview
  6. Confirm import

Template includes:

  • Service name, description, category
  • Pricing (MRC, NRC)
  • Configuration options
  • Equipment associations

From Another System (Enterprise)

Integrate with existing systems:

  • ERP Integration - Sync from your ERP
  • API Import - Programmatic catalog updates
  • Scheduled Sync - Automatic daily/weekly sync

Contact support to set up integrations.

Exporting Catalogs

Export to Spreadsheet

Download your catalog:

  1. Go to Catalog → Export
  2. Choose format (CSV or Excel)
  3. Select services (all or filtered)
  4. Click Export

Use cases:

  • Backup/archival
  • External analysis
  • Share with finance/management
  • Import to other tools

API Access (Enterprise)

Programmatic catalog access:

# Get all services
GET /api/v2/catalog/services

# Get specific service
GET /api/v2/catalog/services/{id}

# Update service pricing
PATCH /api/v2/catalog/services/{id}/pricing

See API documentation.

Best Practices

  1. Keep descriptions clear - Quote creators need to understand services
  2. Consistent naming - Use standard terminology across similar services
  3. Accurate pricing - Regularly audit prices against costs
  4. Test changes - Create test quote after catalog updates
  5. Document rules - Add notes explaining validation rules
  6. Version carefully - Consider impact on open quotes before changes
  7. Regular reviews - Quarterly catalog review to remove unused services
  8. Equipment up to date - Ensure equipment list reflects current offerings

Troubleshooting

Can’t edit catalog

  • Check your plan (Professional/Enterprise required)
  • Verify permissions (admin or catalog manager role)
  • Check if approval pending (may need approval first)

Validation rule not working

  • Review rule syntax in rule editor
  • Test rule in quote wizard
  • Check rule scope (applies to right service/field)
  • Contact support with rule details

Import fails

Common issues:

  • CSV format incorrect (check template)
  • Required fields missing
  • Invalid data (e.g., negative prices)
  • Duplicate SKUs

Review error report from import preview.

Prices not updating in quotes

  • Check service version (old quotes use old version)
  • Verify effective date (may be future-dated)
  • Try regenerating quote pricing
  • Ensure quote isn’t locked

Next Steps

Master catalog management: