Import your catalog

Upload your products, SKUs, and prices so you can create B2B quotes in seconds.

Manage your SKUs easily

The heart of a B2B quote is product accuracy. Cord allows you to manage a centralized catalog where your sales team simply searches and selects, ensuring the name, SKU, and tax base are always correct.

1. Manual Creation

If you have a small catalog or sell services, you can add products one by one from Catalog > New Product. You will be asked for the following data:

• Product / Service Name
• SKU (Internal Code): Unique identifier.
• Base Price (Before taxes): The public list price.
• Internal Cost (Optional): If you enter how much the product costs you, Cord will calculate and show you the Profit Margin in real-time when building the quote. Your client will never see this cost.
• Volume Pricing: Vital in B2B. You can set up automatic rules, for example: “From 1 to 10 pieces the price is $100, from 11 to 50 pieces the price drops to $85”. Cord will automatically adjust the price based on the quantity the sales rep adds to the quote.
• Status (Active / Inactive): If you discontinue a product or run out of stock long-term, you can mark it as Inactive so sales reps can no longer add it to new quotes, without deleting its history.
• Product/Service and Unit Key (SAT): Mandatory for CFDI 4.0. We have a built-in smart search engine.
• Applicable Taxes: Define if it carries VAT (16%, 8%, 0% or Exempt) or IEPS.

2. Bulk Import (Coming Soon)

For B2B companies with hundreds or thousands of references, Cord will soon enable bulk import. You will be able to download our CSV / Excel Template, paste the information extracted from your ERP (such as SAP, Oracle, or Microsip), and upload it to Cord to update prices, SAT keys, and descriptions in a single move.