Line Item Options
Options for Pricing Structure
When editing a price list item, there are a few ways to set up your pricing structure.
There are 2 ways to access your price list for editing:
- Go to Configuration > Account Settings > Products & Pricing
- Search the item you want to edit in the search bar.
- Click on the pencil icon beside the line item to open it for editing.
- Continue with the instructions to one of the options below...
- Open any project and open a report for editing.
- Navigate to the quote details page and click on the chainlink icon in the right corner of the item description box.
- Click on Edit In Price List.
- Continue with the instructions to one of the options below...
Option 1: Lump Sum Pricing
- Enter the total selling price in the Price box.
- Click Save and your price list line item will be updated.
Option 2: Cost-Up Pricing
- Enter the Material cost, Labor cost, and Margin cost.
- Confirm the total selling price in the Price box.
- Click Save and your price list line item will be updated.
Follow this link to Configure your Margin Slider.
Updated about 1 month ago