Adding Items
Adding Items to Your Product List
Add an Item to your Product List
- Go to Configuration > Account Settings > Product & Pricing
- Click on the edit icon beside the Product List (default pricing).
- Click on the green Add item button on the right.
- Enter the following information:
- Name of product or service - does not show up to customer
- Description of product or service - shows up on the quote details page for customer to see
- Unit of measure - square foot (SQFT), linear foot (LF), per piece (PC), hour (HR), etc.
- Material Cost (optional)
- Labor Cost (optional)
- Margin - markup and margin options
- Price - default price for the item
- Tax Exemption - when checked off, item will be tax exempt
- Click Save when finished.
Check out the next page for pricing options!
There are a couple of ways to structure your pricing. The next page on line item options tells you more!
Add Multiple Items to your Product List
Check out how to Upload a Product List for more information on adding multiple items at one time.
Updated 7 months ago
What’s Next