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Breeze RMM

Product Catalog

The Product Catalog is your single, reusable price list for everything you sell — hardware, software licenses, and services. Building it once means invoices and recurring contracts pull from consistent pricing instead of being retyped each time, and it gives you live margin visibility on every line.

The catalog is partner-scoped: it belongs to your MSP and is shared across all of your customers. Open it from Settings → Product Catalog.

Catalog Items

Section titled “Catalog Items”

Each item represents one thing you sell. Items can be billed one-time (a piece of hardware, a project) or recurring (a monthly service), and are typed as hardware, software, or service.

  1. Go to Settings → Product Catalog.
  2. Click Add item.
  3. Enter a name, choose the item type, and set whether it’s one-time or recurring.
  4. Set the price — enter a unit price directly, or enter your cost and a markup % and let Breeze calculate the sell price.
  5. Optionally add a SKU, a unit of measure (each, seat, device, month…), and mark the item taxable.
  6. Save.

Fields

Section titled “Fields”
FieldDescription
NameWhat the item is called on invoices and contracts
TypeHardware, software, or service
BillingOne-time or recurring
SKUOptional unique identifier for your own reference
Unit priceThe price you sell the item for
CostYour internal cost, used to calculate margin
Markup %An alternative to unit price — sell price is derived from cost
Unit of measureHow the item is counted (each, seat, device, month)
TaxableWhether tax applies to the item

The list view shows each item’s margin at a glance, with a negative margin called out in a warning color so under-priced items are easy to spot. You can search by name or SKU, filter by type, and sort by name, price, or margin.

Per-Customer Pricing

Section titled “Per-Customer Pricing”

You can override an item’s price for a specific customer without changing the base price everyone else gets. The override applies automatically wherever that item is added to an invoice or contract for that organization.

  1. Open an item from the catalog.
  2. In the pricing section, choose an organization and enter its custom unit price.
  3. Save. That customer now bills at the override price; all other customers keep the base price.

Remove an override at any time to return the customer to base pricing.

Bundles

Section titled “Bundles”

A bundle groups several catalog items together so you can sell and price them as a package. When you add a bundle to an invoice, its components are expanded automatically — and you choose, per component, whether it appears as its own line on the customer’s invoice or is rolled into the bundle.

  1. Click Add item and choose to build a bundle.
  2. Add component items and set the quantity of each.
  3. For each component, set whether it shows on the invoice as a separate line.
  4. Save.

In the catalog list, a bundle row expands in place to show its components and the rolled-up economics — the combined cost, price, and margin across everything in the package.

Archiving Items

Section titled “Archiving Items”

Items you no longer sell can be archived rather than deleted, so historical invoices and contracts that reference them stay intact. Switch the catalog to the Archived view to see them, and Restore an item to bring it back into active use.

Permissions

Section titled “Permissions”

Catalog access is governed by role permissions: viewing requires catalog read access, creating and editing items and bundles requires catalog write access, and archiving requires catalog delete access. Assign these through Settings → Users & Roles.

Section titled “Related”