Moving Products to Different Product Categories

Moving Product Categories — FAQ

What does moving product categories in QuoteCloud do?

Moving product categories lets you restructure your product catalogue so products are grouped differently for improved organisation and easier navigation across your catalogue and sales documents.

Why should I reorganise my product catalogue?

Reorganising product categories improves catalogue clarity and efficiency, making it simpler for your team and customers to find items and for you to manage products across quotes, proposals and invoices.

Can I move products between categories?

Yes. The guide covers moving products to different product categories so you can change how products are grouped within your catalogue to suit your business needs.

How does changing product categories affect sales documents?

Reorganising categories updates how products are presented in your catalogue and can make it easier to add the right products to documents. The guide focuses on catalogue structure; specific document behaviours depend on how products are used in your documents and templates.

Will recipient changes automatically update my product catalogue or accounting system?

Whether recipient edits sync back to your product catalogue or external accounting / CRM / ERP systems depends on your QuoteCloud settings and any integrations you have configured.