Once you've created one or more custom products from the Catalog page (or inline from the Record Purchase form), they're available to pick from every time you record a purchase. The selection flow is the same as for any standard catalog entry.
You find your custom item in the Product dropdown, click it, and fill in the rest of the line as usual.
This article covers where to find custom products in the dropdown, the small display differences to expect afterward, and the tier rules that govern who can create new custom products.
If you haven't created a custom product yet, Creating a custom product is the place to start.
Where custom products appear in the dropdown
On the Record Purchase form's Product dropdown, custom products live in the same searchable list as the standard catalog. There's no separate tab to flip to inside the dropdown.
Once you've created a custom product, it just appears alongside everything else when you scroll or type.
A few practical notes:
Search works the same way. If your custom product is called "Custom Gold Bar," typing "custom" or "bar" filters the dropdown to include it.
Sort order generally puts your most recently used or recently created custom products near the top within their metal group, so a custom product you've already used a few times tends to surface quickly.
There's no quantity gate. Custom products show up in the dropdown regardless of whether you've used them before; one creation is enough to make them selectable.
If you want to confirm what custom products you have available before you sit down at the form, head to Catalog → My Custom Items in the left nav. That's the canonical list, with edit and delete controls, and it's the same set of items the dropdown is pulling from.
Selecting a custom product
Click the row in the dropdown. The line on the Record Purchase form populates with your custom product's weight and metal, exactly the same as for a standard catalog pick:
Quantity defaults to 1 and accepts any positive whole number.
Premium / Unit is yours to fill in — same dollar-amount-above-melt logic as for standard products.
Spot Price auto-fills with the current live spot for your custom product's metal. Override it if you're recording a historical purchase, just as you would for a standard product.
Everything downstream — cost basis calculation, premium recording, the inventory items it creates on submit — works identically for custom and standard products.
The Annual Report engine, Holdings page, Analytics page, and CSV exports all treat your custom-product holdings as first-class entries.
The small display differences
Custom products don't have curated product photos. Standard catalog entries ship with professionally-shot imagery of each coin or bar; custom entries are yours, defined from your dealer invoice or your own knowledge, with no image attached.
That means in display surfaces — your Holdings page, the Dashboard's Top Holdings cards — a custom product renders with a generic placeholder in the thumbnail spot, instead of an actual coin photo. The rest of the row is identical: name, metal, weight, value, and cost basis all show through.
We are working on a feature that will allow you to set the featured image for custom items.
Tier rules at a glance
A few things worth knowing about who can do what:
Creating new custom products is Pro and Premium only. Starter accounts cannot create custom products from the Catalog page or inline from the Record Purchase form. The dropdown's "Create custom product" option is hidden on the Starter tier.
Using existing custom products is unrestricted by tier. If you previously created custom products on Pro or Premium and then downgraded to Starter, the custom products you've already defined stay usable — you can record purchases against them as normal. You just can't add new ones.
Custom products are private to your account. They are not shared with other users, are not visible to anyone else, and don't show up in another account's catalog.
Editing or deactivating a custom product after using it in a transaction
You can edit a custom product after using it in transactions, but a few of its fields are effectively load-bearing on the existing items they created — changing weight for example, will affect how those items' melt value is calculated going forward.
For the full set of rules — what you can safely change, what gets recalculated, and what happens to items if you deactivate the product entirely — see Editing or deactivating a custom product.
Where to go next
Creating a custom product: The full how-to for defining new entries.
When to use a custom product instead of the catalog: Deciding between custom and standard.
The built-in catalog: what's included: What the standard catalog covers, so you can decide if custom is needed.
How to record a purchase: The full Record Purchase form walkthrough.