One catalogue for offer, order and invoice
What you sell is in the catalogue once. Every document takes the line from there – with price, unit and description.
Products have article number, unit, price, image and a supplier from the CRM. Services have description and price or hourly rate. Own units and groups keep the catalogue the way your business looks: consulting packages, design services, licences, maintenance.
In the offer, catalogue entries become lines. Purchase, sale and margin sit per row; you choose markup or margin. The lines carry on into order confirmation and invoice. Costing templates copy the calculation per row.
You import price lists via CSV and change prices once in the catalogue. The catalogue is included in every plan. Casper answers questions about your data and creates contacts, tasks or appointments on request – you approve every write before it runs.
