Autotask Product Catalog

Autotask Product Catalog

Overview

The Autotask product catalog manages three types of sellable items: Products (one-time purchases like hardware and software licenses), Services (recurring offerings used in contracts), and Service Bundles (grouped services sold together). Each type has associated pricing through Price Lists that control unit prices, markup, and billing codes.

This skill covers product catalog operations for MSP technicians, sales engineers, and managers who need to look up products, verify pricing, check inventory levels, or audit cost-vs-billing rates.

Anti-triggers

• Putting a catalog item on a customer proposal — quote items have their own type rules and discount mechanisms; use autotask-quotes.
• The recurring services a client actually pays for — those are contract services, not catalog entries; use autotask-contracts.
• Supplier SKUs, buy prices, and purchase orders — this catalog holds your sell price only; procurement lives in the separate Kaseya Quote Manager plugin, kaseya-quote-manager-purchasing.
• The same catalog in another PSA — a ConnectWise PSA product carries its own IDs, pricing flags, and procurement links; use connectwise-psa-product-catalog.

Key Concepts

Product Types

Product Fields

Price List Structure

Price lists control what customers actually pay. They can override default product pricing per currency:

API Patterns

Searching Products

Search products by name, SKU, or category:

Tool: autotask_search_products
Args: { searchTerm: "firewall", isActive: true }

Tool: autotask_search_products
Args: { productCategory: 5, pageSize: 50 }

Getting Product Details

Retrieve full product information by ID:

Tool: autotask_get_product
Args: { productId: 12345 }

Searching Services

Find recurring service offerings:

Tool: autotask_search_services
Args: { searchTerm: "managed", isActive: true }

Checking Inventory

Look up inventory levels for a product:

Tool: autotask_search_inventory_items
Args: { productID: 12345 }

Filter by location:

Tool: autotask_search_inventory_items
Args: { inventoryLocationID: 1 }

Price List Lookups

Get pricing for a specific product:

Tool: autotask_search_price_list_products
Args: { productID: 12345 }

Get pricing for a service:

Tool: autotask_search_price_list_services
Args: { serviceID: 678 }

Common Workflows

1. Quote Pricing Audit

Verify that a product's quote price matches the price list:

1. Search for the product: autotask_search_products { searchTerm: "product name" }
2. Get the product details: autotask_get_product { productId: <id> }
3. Check price list: autotask_search_price_list_products { productID: <id> }
4. Compare unitPrice from product vs price list entry
5. Calculate margin: (priceListPrice - unitCost) / priceListPrice * 100

2. Cost vs Billing Rate Comparison

Analyze margins across products:

1. Search products: autotask_search_products { isActive: true, pageSize: 100 }
2. For each product, compare unitCost vs unitPrice
3. Flag products where margin is below threshold
4. Check price list overrides if pricing seems off

3. Inventory Check Before Quote

Before quoting hardware, verify stock:

1. Find the product: autotask_search_products { searchTerm: "laptop" }
2. Check inventory: autotask_search_inventory_items { productID: <id> }
3. Review quantityOnHand vs quantityMinimum
4. If low stock, note in quote or suggest alternatives

4. Service Pricing Review

Review recurring service pricing for contract renewals:

1. Search services: autotask_search_services { isActive: true }
2. For key services, check price list: autotask_search_price_list_services { serviceID: <id> }
3. Compare current pricing to contract rates
4. Identify services where pricing has drifted

Error Handling

Best Practices

• Always check isActive when searching for products to avoid quoting discontinued items
• Use price lists for customer-facing pricing, not the product's unitPrice (which is the default)
• When checking inventory, consider all locations if multi-site
• Products with isSerialTracked: true require serial number assignment on delivery
• Service pricing in price lists overrides the service's default unitPrice

Related Skills

• CRM - Company and contact management for quoting
• Contracts - Contract pricing and service associations
• API Patterns - General Autotask API query patterns