Adding Items

Adding Items to Your Product List

Add an Item to your Product List

1. Go to Configuration > Account Settings > Product & Pricing
2. Click on the edit icon beside the Product List (default pricing).
3. Click on the green Add item button on the right.
4. Enter the following information:
   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 (optional)
   5. Labor Cost (optional)
   6. Margin - markup and margin options
   7. Price - default price for the item
   8. Tax Exemption - when checked off, item will be tax exempt
5. Click Save when finished.

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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.