Edit Price List

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

1. Name* of product or service - does not show up to customer
2. Description* of product or service - shows up on the quote details page for customer to see
3. Unit of measure - square foot (SQFT), linear foot (LF), per piece (PC), hour (HR), etc.
4. Material Cost
5. Labor Cost
6. Margin- markup and margin options
7. Price - total selling price
8. Tax Exemption - when checked off, item will be tax exempt

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

Edit a Price List Item within a Report

1. Open any project and open a report for editing.
2. Navigate to the Quote Details page.
3. Click on the chainlink icon in the right corner of the description box to edit your item.
4. Click on Edit In Price List at the top right of the pop-up window.
5. Make desired changes to any fields and then click Save.

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Changes will be made across your SumoQuote Account

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.

Option 2: Edit items within your price list.

Edit Items in Your Price List

1. Go to Configuration > Account Settings > Products & Pricing
2. In the Search by Name, Description, Unit box search for the item you want to edit.
3. To the far right of the item, click on the pencil icon to edit.
4. Make desired changes to any fields and then click Save.

🚧

Changes will be made across your SumoQuote Account

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

Current quotes will not be updated automatically. You will need to go to your quote(s) and apply the new price by updating your item(s).