Edit Price List

When editing a price list item you can edit the following fields:

  • Name* of product or service
  • Description* that will be displayed on your quote
  • Unit* of measure: square foot (SQFT), linear foot (LF), per piece (PC), hour (HR) etc.
  • Material Cost
  • Labor Cost
  • Margin (to configure for Markup, click here)
  • Price* (total selling price)
  • Tax exemption
Required*
598

Option 1: Edit price list items within a Quote, Template or Layout.

To edit your price list within a quote:

  1. Open a project by clicking Details.
  2. Click Open for editing.
  3. Click on Quote Details.
  4. Click the Linked to price list item (chainlink) icon.
  5. Click Edit in price list.
  6. Make desired changes to the price and click Save.

    7. NOTE: This will change the price in the current quote, in your price list database, and in all templates and layouts that use this line item.

  7. If an item is not part of your price list, Add a new price list item by clicking the + sign.
850

Option 2: Edit items within your price list.

  1. Click Configuration.
  2. Go to Account Settings.
  3. Select Price List.
  4. Search for the line item you would like to edit.
  5. Click the Edit icon next to the price list item.
  6. Edit the item.
  7. Click Save to update the line item in your price list.

    NOTE: This will change the price in your price list database, and in all templates and layouts that use this line item.

5184

Updated 12 months ago