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.

Key Concepts

Product Types

Type	Description	Use Case	Recurring
Product	Physical or digital item	Hardware, licenses, one-time purchases	No
Service	Recurring offering	Managed services, monthly monitoring	Yes
Service Bundle	Grouped services	All-in-one MSP packages	Yes
Inventory Item	Tracked stock	Warehouse items with serial numbers	No

Product Fields

Field	Type	Description
id	number	Unique product identifier
name	string	Product display name
sku	string	Stock keeping unit code
description	string	Product description
isActive	boolean	Whether product is currently available
unitCost	number	Internal cost per unit
unitPrice	number	Default selling price per unit
msrp	number	Manufacturer's suggested retail price
productCategory	number	Category ID (picklist)
vendorProductNumber	string	Vendor's product number
manufacturerName	string	Manufacturer name
isSerialTracked	boolean	Whether serial numbers are tracked
priceCostMethod	number	How pricing is calculated
defaultVendorID	number	Default vendor/supplier

Price List Structure

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

Field	Type	Description
productID / serviceID	number	The item being priced
currencyCode	string	Currency (e.g., USD, GBP)
unitPrice	number	Price in this price list
usesInternalCurrencyPrice	boolean	Whether to use internal 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

Error	Cause	Resolution
Product not found	Invalid product ID	Verify ID with search first
Empty results	No matching products	Broaden search term, check isActive filter
Price list empty	No pricing configured	Product may use default unitPrice
Permission denied	API user lacks access	Check API integration security level

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