--- title: "Managing Catalog Items on an Account" slug: "managing-catalog-items-on-an-account" updated: 2026-07-27T12:59:12Z published: 2026-08-10T20:16:39Z canonical: "help.idibilling.com/managing-catalog-items-on-an-account" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Catalog Items on an Account Catalog item is a general term that refers to services, products, packages, discounts, pricing plans, and contracts. Catalog items are managed via the [Features](/v1/docs/about-the-features-tab) tab [Services](/v1/docs/about-the-services-tab) tab This section provides an overview of these tabs, and provides detailed instructions for managing catalog items including: - Adding and editing features and services. Features can be added at the account or service level. - Changing features - This lets you disconnect and add multiple services and products to existing customer accounts in one single order. - Changing service numbers - Creating a change order - Managing service addresses - Disconnecting and reconnecting features and services - Suspending, hotlining, redirecting and restoring services - Duplicating services - This lets you add services to a customer account by duplicating a similar service that already exists. - Managing Contracts Catalog items assigned to a specific customer account are displayed on the **Features** and **Services** tabs on the [Customer window](/v1/docs/customer-form). The **Features** tab provides information and management functions for products, packages, discounts, pricing plans and contracts which are assigned at the account level. The **Services** tab provides information and management functions for service numbers assigned to the selected customer account, and for the products, packages, discounts, pricing plans and contracts assigned to each service number. #### Submenu Options Submenus are available on both the **Features** and **Services** tabs by right-clicking any catalog item in the Services or Features lists. See [Submenus](/v1/docs/submenus). #### Icons Icons are displayed in the first column of the [**Features**](/v1/docs/about-the-features-tab) and **Services** tabs to indicate the type of service or feature. See . **Icons** These icons are displayed in the first column of the [**Features**](/v1/docs/about-the-features-tab) and **Services** tabs to indicate the type of service or feature: | ![Service Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73176(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Indicates a service that does not have any sub services beneath it. | | --- | --- | | ![Suspended Service Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73177(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Indicates a suspended Service that does not have any sub services beneath it. | | ![Service With SubService Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73180(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Indicates a Service that has one or more sub services beneath it. | | ![Suspended Parent Service icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73182(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Indicates a suspended Service that has one or more sub services beneath it. | | ![SubService Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73179(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Represents a sub service. | | ![Suspended SubService Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73181(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Represents a suspended sub service. | | ![Roaming Agreement Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73175(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Represents a Roaming Agreement. | | ![icoScissorsClock](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/67443(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Grant Discount | | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19383(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Volume Discount | | ![iconAP](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45320(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | AdvancePay | | ![Contract icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73171(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Contract | | ![Package Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73172(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Package | | ![Product Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73173(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Product | | ![Pricing Plan Icon](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/73174(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A30Z&se=2026-11-14T12%3A04%3A30Z&sr=c&sp=r&sig=itvwdYM05OmWcLC7NvjKAG5IAWkV4tFjCHueGJLqBBo%3D) | Pricing Plan | #### #### Options The **Options** button provides a list of options from which to select your user display preferences when working with catalog items. These preferences are saved and used for both the **Services** and **Features** tabs. See [Options](/v1/docs/options). #### What You Can Do [Adding Features and Services](/v1/docs/adding-features-and-services) [Changing Features](/v1/docs/changing-features-wizard) [Viewing Feature History](/v1/docs/viewing-feature-history) [Editing Products and Packages](/v1/docs/editing-products-packages) [Creating a Change Order](/v1/docs/creating-a-change-order) [Suspending, Hotlining, Redirecting, and Restoring](/v1/docs/suspending-hotlining-redirecting-and-restoring-services-and-customers) [Disconnecting a Service](/v1/docs/disconnecting-services) [Disconnecting a Feature](/v1/docs/disconnecting-features) [Reconnecting Features and Services](/v1/docs/reconnecting-features-and-services) [Moving a Service](/v1/docs/moving-a-service) [Managing Service Address Associations](/v1/docs/service-address-associations) [Duplicating Services](/v1/docs/duplicating-services) [Performing a Service Refresh](/v1/docs/performing-a-service-refresh) [Viewing Assigned Pricing Plans](/v1/docs/viewing-assigned-pricing-plans) [Viewing Service Number](/v1/docs/viewing-service-number-history) [Editing Pricing Plans](/v1/docs/editing-pricing-plans) [Viewing Pricing Plan Details](/v1/docs/viewing-pricing-plan-details) [Viewing Orders](/v1/docs/viewing-orders) [Viewing Order Line Items](/v1/docs/viewing-order-line-items) [Exporting Usage History](/v1/docs/exporting-usage-history) [Viewing the Event Log](/v1/docs/viewing-the-event-log) [Viewing Provisioning Orders](/v1/docs/viewing-provisioning-orders) [Viewing Installment Plans](/v1/docs/viewing-installment-plan-details) [Viewing Calling Groups](/v1/docs/viewing-calling-group-products) [Assigning Discounts](/v1/docs/assigning-discounts) [Managing Contracts](/v1/docs/managing-contracts) [Viewing Customer Warranties](/v1/docs/viewing-customer-warranties) [Directory Listing Overview](/v1/docs/directory-listing) ####