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:

1. Go to Configuration > Account Settings > Products & Pricing
   1. Search the item you want to edit in the search bar.
   2. Click on the pencil icon beside the line item to open it for editing.
   3. Continue with the instructions to one of the options below...
2. Open any project and open a report for editing.
   1. Navigate to the quote details page and click on the chainlink icon in the right corner of the item description box.
   2. Click on Edit In Price List.
   3. Continue with the instructions to one of the options below...

Option 1: Lump Sum Pricing

1. Enter the total selling price in the Price box.
2. Click Save and your price list line item will be updated.

Option 2: Cost-Up Pricing

1. Enter the Material cost, Labor cost, and Margin cost.
2. Confirm the total selling price in the Price box.
3. Click Save and your price list line item will be updated.

Follow this link to Configure your Margin Slider.