Catalogs, pricebooks, and bundles are the building blocks of your product offering in Qwoty. They work together but serve distinct purposes: catalogs organize products, pricebooks define pricing, and bundles package multiple products for sale. Understanding how these three concepts relate helps you configure flexible, scalable pricing strategies.Documentation Index
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What each concept does
Catalog groups products into a single collection. You use catalogs to organize products by market, region, or business unit. Example: “France Catalog” or “Premium Catalog.” Pricebook defines the prices for products in a catalog. Multiple pricebooks can apply to the same catalog, enabling segment-specific pricing. Example: “Enterprise Pricebook” and “SMB Pricebook” for the same catalog. Bundle packages multiple products together for sale as a single item. Bundles let you sell preconfigured sets at a fixed or discounted price. Example: “Starter Pack” containing three products.How they work together
A Catalog holds your products. A Pricebook assigns prices to those products. A Bundle combines products from the catalog into a package. When you create a quote template, you select a catalog and the applicable pricebook.Key differences
| Aspect | Catalog | Pricebook | Bundle |
|---|---|---|---|
| Purpose | Organize products | Define pricing | Package products |
| Scope | Contains many products | Applies to one catalog | Contains selected products |
| Multiplicity | One catalog per template | Multiple pricebooks per catalog | Many bundles per catalog |
| Main use case | Segment by geography or market | Segment by customer tier | Simplify product selection |
| Contains | Products, configured products | Prices, currencies, discount rules | Multiple products sold as one |
Catalog details
Catalogs group products and configured products into collections. You define validity dates, associate pricebooks, and track usage across templates and customers. Key fields:- Name: Display name (e.g., “France Catalog”, “Premium Catalog”)
- Reference: Internal identifier
- Valid from / Valid until: Optional date range for seasonal or promotional catalogs
- Status: Active or Inactive
- Template: Quote templates using this catalog
- Customer: Customers assigned this catalog
- Customer segment: Segments associated with this catalog
Click on items in the Catalog used in block to navigate directly to related templates, customers, or segments.
Pricebook details
Pricebooks set the prices for products in a catalog. You can create multiple pricebooks per catalog to support different customer segments, currencies, or pricing models. Key attributes:- Status: Active or Inactive
- Type: Pricing model (Fixed or Dynamic)
- Currency: EUR, USD, or other currencies
- Reference: Internal pricebook identifier
Bundle details
Bundles package multiple products from a catalog into a single sellable item. You define which products are included, set bundle pricing, and optionally allow customization. Bundles simplify the sales process by reducing the number of line items on a quote. Instead of adding five individual products, a sales rep adds one bundle. Common bundle use cases:- Starter packs for new customers
- Seasonal promotional offers
- Preconfigured solutions for specific industries
Common questions
Can I use the same pricebook across multiple catalogs?
Can I use the same pricebook across multiple catalogs?
No. Each pricebook is tied to a single catalog. If you need the same pricing across catalogs, create separate pricebooks with identical pricing.
What happens if I disable a catalog?
What happens if I disable a catalog?
Disabling a catalog prevents it from being used in new templates or quotes. Existing quotes continue to reference the catalog, but sales reps cannot select it for new quotes.
Can bundles include other bundles?
Can bundles include other bundles?
No. Bundles can only contain individual products or configured products, not other bundles.
How do validity dates affect catalogs?
How do validity dates affect catalogs?
Validity dates control when a catalog is available for use. Sales reps cannot select a catalog outside its validity range. Use this for seasonal catalogs or time-limited promotions.
Which comes first: catalog or pricebook?
Which comes first: catalog or pricebook?
Create the catalog first, then associate pricebooks. You need a catalog to define which products the pricebook will price.
Related
How to create a catalog
Step-by-step guide to creating and configuring catalogs
How to manage pricebooks
Create and configure pricebooks for different customer segments
How to create a bundle
Package products together into bundles
Product configurator
Build configurable products with rules and dependencies