---
title: "Product Service Codes"
slug: "product-service-codes-1"
updated: 2026-10-29T17:05:25Z
published: 2026-10-29T17:05:25Z
canonical: "wiki.cobblestonesoftware.com/product-service-codes-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 Codes

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Product Service Codes**

*Module: Vendor/Client Gateway › Users: Using the Vendor/Client Gateway › Product Service Codes*

**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

The Product/Service Codes lookup list — managed under Administration → **Master Reference Data** → **Product / Service Codes**, with a code, description, and active flag per entry — is used by two subtables: **Vendor Product Service Codes** on vendor/customer records and **Sourcing Record Product Service Codes** on solicitation records. These identify the products and services relevant to a vendor's company or to a solicitation.

# 2. Key Elements

- Administration → **Master Reference Data** → **Product / Service Codes** is the master list (**Product Service Code**, **Product Service Description**, **Is Active**).
- **New** codes are added from the master list's **New** button, same as any other **Master Reference Data** list; existing codes are edited with **Manage**.
- **Vendor Product Service Codes** (vendor/customer record → **Subtables**) links codes to a vendor or company.
- **Sourcing Record Product Service Codes** (solicitation record → **Subtables**) links codes to a solicitation.
- Codes picked on either subtable come from the master list; each appears as *Description (Code)*.

# 3. Navigating to the Product / Service Codes List

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **Product**, then click **Product / Service Codes** under **Lookup Tables**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/psc-01-admin-search.png)

1. The **Master Reference Data** page opens with the **Product / Service Codes** list selected. Use **Search** to find a code, or **Export** to download the list.

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

# 4. Adding or Editing a Product / Service Code

1. On the **Product / Service Codes** list, click **New** to add a code, or click **Manage** on a row to edit an existing one (see Section 3).
2. Enter the **Product Service Code** (the category, for example *Construction*) and the **Product Service Description** (for example, *Commercial Property*).
3. In **Is Active**, choose whether the code is available for selection.
4. Click **Save**, or **Cancel** to close without saving.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/psc-03-new-form.png)

# 5. Assigning Codes to a Vendor/Customer

1. From the Contract Insight homepage, click **Directory** → **Vendors / Customers** in the left navigation bar, then click **Manage** on the vendor's row.
2. Click the **Subtables** tab and scroll to **Vendor Product Service Codes** (or click it in the section list on the right).
3. Click **New** to add one code, or **Bulk add** to add several. Click **Manage** on a row to edit an existing entry.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/psc-04-vendor-subtable.png)

1. In the **Add new Vendor Product Service Code** panel, open the **Product Service Code** dropdown and select a code. Each option shows the description followed by the code in parentheses.
2. Click **Save**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/psc-05-vendor-add-code.png)

# 6. Assigning Codes to a Solicitation

1. From the Contract Insight homepage, click **Sourcing** → **Solicitations** in the left navigation bar, then click **Manage** on the solicitation's row.
2. Click the **Subtables** tab and scroll to **Sourcing Record Product Service Codes**.
3. Click **New** (or **Bulk add**), select a **Product Service Code**, and click **Save**. Click **Manage** on a row to edit an existing entry.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/psc-06-solicitation-subtable.png)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open the master list | Administration → search “Product” → Product / Service Codes. |
| Add a code | Product / Service Codes list → New → enter code and description → set Is Active → Save. |
| Edit a code | Product / Service Codes list → Manage on the row → edit → Save. |
| Assign codes to a vendor | Vendor record → Subtables → Vendor Product Service Codes → New or Bulk add → Save. |
| Assign codes to a solicitation | Solicitation record → Subtables → Sourcing Record Product Service Codes → New or Bulk add → Save. |