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

# Your Catalog

> Every item your estimates use — how it's priced, edited, and picked by the AI

## Working with Your Catalog

Your Catalog (**Settings → Item catalog**) is the single list of every item your estimates use — materials, labor, equipment, fees. Each row has a type, unit, price, and price source, and can sit in any number of [component packages](/features/component-packages). There is **one copy of each item**: edit it anywhere and every package that includes it updates.

### 1. Browse the catalog

Four columns: **Item**, **Type**, **Price**, **Source**. Filters: **Search items by name or SKU**; **Type** pills **All** / **Material** / **Labor** / **Misc**; **Price source** **Any price source** / **My price** / **Supplier price** / **XBuild price**; **Scope** **All** / **My company** (items you created or edited) / **XBuild catalog** (built-in defaults). Click a header to sort or flip. The count beside the filters shows items in view and, once a supplier is connected, when prices were last refreshed.

The catalog is per [Location](/features/locations) (switch atop the Settings sidebar). Untouched items carry an **XBuild default** badge; until you add or edit your own, only those show and the AI estimates from them.

### 2. What an item holds

Click a row to open the item drawer:

* **Item name**, optional description — what search, packages, and the estimate editor match on.
* **Type:** **Material**, **Labor**, **Equipment**, **Fee**, **Other**.
* **Price**, **Unit:** per-unit price; unit from a fixed list (Each, SQ, LF, Bundle, Roll, Hour…). Reads **Default price** when the item has options — their fallback.
* **Price source:** step 4.
* **Margin:** adds your default margin to the **Client price**, math shown beneath. Fees default off, other types on. Shown when your default margin is a percentage ([Pricing and profit](/features/pricing-and-profit)).
* **Options:** step 5.
* **Estimation instructions:** quantity rules the AI follows, e.g. "qty = roof squares × 1.10 waste, round up to full squares."
* **Included in component packages:** each package carrying the item, with **Remove** and **Add to package…**.

Unpriced items read **No price set — add one before this item can be used.** XBuild never quietly prices an item at \$0.

### 3. Edit an item — anywhere, once

Drawer edits autosave (**Saving…** → **Saved**, **Undo** for the last change); close with **Done** or ×. **Add item** in the page header opens an empty drawer; click **Create**. New items always land in your own catalog.

* **Edits apply everywhere** — "Used in 3 packages — changes apply everywhere."
* **An XBuild default becomes yours on first edit.** Your copy replaces it, keeps the **XBuild default** badge, and also appears under **My company**. Other companies' catalogs aren't affected.
* **Names are unique**, ignoring capitalization and extra spaces ("3 Tab Shingle" = "3 tab  shingle"); inactive items count. The drawer flags **Name already in use** and won't save until changed.
* **Estimates keep their own numbers.** Prices are captured at generation; catalog changes affect future estimates, not saved proposal versions ([Editing estimates and proposals](/features/editing-estimates-and-proposals)).

The **•••** menu on each row:

* **Edit:** opens the drawer.
* **Rename:** in place; same uniqueness rule.
* **Deactivate:** confirms, lists the packages it'll leave, then retires it — listed muted as **Inactive**, unused by the AI.
* **Reactivate:** immediate, but doesn't rejoin the packages it left; use **Add to package…**.
* **Refresh price:** supplier-priced items only (step 6).
* **Delete:** only items you created from scratch (defaults and your copies can only be deactivated). Removes the item from your catalog and every package; existing estimates keep their copies.

### 4. Price sources and supplier links

| Source             | Marker              | Behavior                                                                                                                                        |
| ------------------ | ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **XBuild price**   | ✨                   | What an XBuild default shipped with. Typing your own price makes it **My price**; switch back from the drawer to re-read XBuild's current price |
| **My price**       | none                | A number you typed; never changes on its own                                                                                                    |
| **Supplier price** | ⚡ and supplier name | Linked to a connected supplier's product; the row shows the price's age in days, stale after 30                                                 |

**Fallback.** A supplier-linked item also keeps your own price, "used whenever the supplier has no price": if the supplier returns none, XBuild uses it and flags that estimate line. Items with options can carry several sources; the **Source** column lists each.

**Linking** needs a supplier connected in this Location (**Settings → Connectors**, per [Location](/features/locations) — see [ABC Supply](/connectors/abc-supply)). Open the item, choose **Supplier** on **Price source** (or **Link product…**), and type at least two characters of product name or SKU; results come from your connected supplier only, grouped by supplier, with branch and stock status where reported. Pick one; the SKU and supplier price appear on the row. The × by the SKU unlinks, back to **My price** at your fallback number. Options link and unlink the same way from **Linked product**; **No link — keep this option manual** closes the search unlinked.

### 5. Options

Options are variants of one item — colors, sizes, grades — each with its own price and optional supplier link, chosen per estimate line. In **Options**:

1. **Add option** and name it.
2. Set **Pricing**: **Supplier** (link a product), **My price** (type a number), or **Item price** (inherit the item's default).
3. Mark one **Default** — what a line gets when nothing else is chosen.
4. Drag or use the move arrows to reorder; the trash icon deletes.

Linking a supplier product from a family (one shingle in 48 colors) offers **Add all N** — the rest arrive named, linked, and priced. Without options, an item uses its own price.

### 6. Refresh or edit prices in the list

Supplier prices are fetched and stored, not looked up live. **Refresh price** (item **•••** menu) toasts the new price, or that the supplier had none. **Refresh pricing** (page header, shown once a supplier is connected) refreshes every supplier-priced item you own and reports how many updated and how many couldn't be priced. The "prices refreshed" stamp updates either way.

**My price** values edit inline — tinted in the **Price** column; click, type, Enter. Supplier prices are plain text; refresh instead.

### 7. How the catalog feeds estimates

The AI estimates from your active [component packages](/features/component-packages): it computes quantities from measurements using each item's **Estimation instructions** and the package's **Construction logic**, prices lines from their source, and applies your default margin ([Pricing and profit](/features/pricing-and-profit)). Company-wide rules go in [Estimate preferences](/features/estimate-preferences). In the estimate editor, typing in a line's description searches the catalog and fills in type, unit, price, and source ([Editing estimates and proposals](/features/editing-estimates-and-proposals)).

### 8. Troubleshooting common issues

* **I changed a price and my package still shows the old one.** A package shows the item, not a copy — reload the package page; if it still disagrees, contact XBuild Support with the item name.
* **A supplier-priced item used my price on an estimate.** The supplier had no price when the estimate ran; the fallback applied and the line is flagged. **Refresh price** to retry, and check the linked SKU is one the supplier still carries.

For further assistance, contact XBuild Support at [support@x.build](mailto:support@x.build).
