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Configure Catalogs

Create and manage catalogs to organize your products in a structured way.

Amit GadhiaยทApril 19, 2026

โœ… When should this feature be used?

Use this feature during the initial setup of the product catalog.

๐Ÿ‘‰ This step is part of the Initial Setup Checklist and must be completed before creating categories and products.


๐Ÿ” What are catalogs?

In Edelion, all billable items are managed as products. These include both:

  • Services (e.g. care services, treatments)

  • Physical products (e.g. materials, consumables)

Catalogs act as containers for these products as well as product categories. They allow you to structure products logically and separate different domains.


๐Ÿ“Š Examples of Catalogs

  • Care Services

  • Additional Services

  • Gastro Items

๐Ÿ‘‰ In simple setups, a single catalog is usually sufficient.


โš™ Step by Step: Create a Catalog

Navigation

Go to:
Administration โ†’ Configurations โ†’ Residents Billing โ†’ Product Catalog โ†’ Catalogs

1. Create a new catalog

  1. Click the + icon

  2. Create a new catalog

2. Define catalog details

When creating a catalog, the following fields are available:

Catalog Name: Name of the catalog.

๐Ÿ‘‰ This name is displayed in the system and should be clear and unique.

Owner: Shows the organization the catalog belongs to.

๐Ÿ‘‰ This field is automatically set and usually cannot be changed.

Default: Marks the catalog as the default catalog.

๐Ÿ‘‰ The default catalog may be preselected in the system.

๐Ÿ’ก Recommendation: Use this only for your main catalog.

Enable Cost Allocation: Enables cost allocation for this catalog.

๐Ÿ‘‰ Relevant if items from this catalog should be included in care cost allocation (KVG).

๐Ÿ’ก Recommendation:

  • Enable for care-related catalogs

  • Disable for simple services

User Access: Defines who can access this catalog.

Options:

  • All Users

  • Internal Users

  • External Users

  • Selected Users or Roles

๐Ÿ‘‰ Important for access control and visibility.

Description: Optional free-text field.

๐Ÿ‘‰ Can be used for:

  • Internal notes

  • Clarification of catalog purpose

3. Save

Click Save to create the catalog.


โš  Important

  • Catalogs must be created before product categories

  • A catalog can contain multiple categories and products

  • Changes may impact your catalog structure


๐Ÿ’ก Recommendations

  • Start with a simple setup (e.g. one main catalog)

  • Use multiple catalogs only when there is a clear separation of domains

  • Use clear and consistent naming conventions


๐Ÿ“š Related Articles

Set Up Product Catalog

Set up the core catalog structure that defines the products and services available for billing in your care home.


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