---
title: "Product Service Catalog"
slug: "product-service-catalog-1"
updated: 2026-10-01T15:52:54Z
published: 2026-10-29T16:26:42Z
canonical: "wiki.cobblestonesoftware.com/product-service-catalog-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Product Service Catalog

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Product Service Catalog**

*03. Admin User Manual › Catalog Manager › Product Service Catalog*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Product and service codes classify what a vendor supplies. The codes themselves are a lookup list kept at **Administration → Master Reference Data → Product / Service Codes**, where each entry has a **Product Service Code** (for example, Construction or Software), a **Product Service Description** (for example, Commercial Property or Computer Software), and an **Is Active** flag. Codes are assigned to a vendor on the vendor record's **Subtables** tab, in the **Vendor Product Service Codes** subtable. Those same vendors appear as the **Supplier** on items in **Procurement → Catalogs**, connecting what a vendor is approved to sell with what employees can shop and add to a purchase order.

# 2. Key Elements

- **Product / Service Codes** list (Administration → Master Reference Data): Product Service Code, Product Service Description, and Is Active, with **New**, **Manage**, preview (eye), and **Export**.
- **Vendor Product Service Codes** subtable on each vendor/customer record (Subtables tab), where a vendor's codes are added with **Add**.
- **Procurement → Catalogs** (Purchasing catalogs): each catalog's Type, Items, Shoppers, availability Window, Active status, and Created by, with **Add catalog**.
- A catalog's **Items** tab lists each item with its Supplier, Unit price, Unit, Tax rate, GL code, Budget code, and Window; **Settings** sets catalog-only values per item.
- A catalog's **Who can shop it** tab lists the employees allowed to purchase from it.

# 3. Viewing the Product / Service Code List

1. From the Contract Insight homepage, click the **Administration** (sliders) icon at the bottom of the left navigation bar.
2. Type **product** in the **Search administration** box and click **Product / Service Codes** (under Lookup Tables).
3. Master Reference Data opens on the **Product / Service Codes** tab. Click **New** to add a code, **Manage** to edit one, or **Export** to download the list.

![Administration page filtered to Product / Service Codes](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-admin-search.jpg)

![Master Reference Data Product / Service Codes list](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-psc-list.jpg)

# 4. Assigning Codes to a Vendor

1. Open the vendor (left navigation → **Directory** → **Vendors / Customers** → **Manage** on the vendor's row).
2. Click the **Subtables** tab and scroll to **Vendor Product Service Codes** (or pick it from the **Sections** list on the right).
3. Click **Add**. In **Add new Vendor Product Service Code**, choose a **Product Service Code**; Vendor ID, Date Entered, Entered By, and Updated By fill in automatically.
4. Click **Save**, or **Cancel** to discard.

![Vendor Product Service Codes subtable on a vendor record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/08-vendor-psc.png)

![Add new Vendor Product Service Code panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/09-add-vendor-psc.png)

# 5. Opening Procurement Catalogs

1. In the left navigation bar, click the **Procurement** (cart) icon and choose **Catalogs**.
2. The **Purchasing catalogs** list shows each catalog's Type, Items, Shoppers, Window, Active status, and Created by. Tick **Show inactive catalogs** to include inactive ones.
3. Click **Manage** on a catalog to open it, or **Add catalog** to create one.

![Procurement menu with Catalogs](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-procurement-menu.png)

![Purchasing catalogs list](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-catalogs-list.jpg)

# 6. Reviewing a Catalog's Items and Shoppers

1. On the catalog's **Items** tab, review each item and its **Supplier** (the vendor). To add an item, search for it, choose it from **- choose an item -**, and click **Add**.
2. Click **Settings** on an item to set its Tax code, Tax rate, Available from/until dates, GL code, Budget code, and Budget remaining for **this catalog only**, then click **Save settings** (or **Cancel**).
3. Click the **Who can shop it** tab to see which employees can purchase from the catalog. Choose an employee and click **Grant access** to add one.

![Catalog Items tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-catalog-items.jpg)

![Catalog item settings panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-item-settings.jpg)

![Who can shop it tab](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-who-can-shop.jpg)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| View or add product/service codes | Administration → search **product** → **Product / Service Codes** → **New**. |
| Assign a code to a vendor | Vendor record → **Subtables** → **Vendor Product Service Codes** → **Add** → **Save**. |
| Open purchasing catalogs | Left navigation → Procurement (cart) → **Catalogs**. |
| See a catalog's items and suppliers | Catalog → **Manage** → **Items** tab. |
| Set catalog-only item values | Items tab → **Settings** → **Save settings**. |
| Control who can shop a catalog | Catalog → **Who can shop it** → choose employee → **Grant access**. |