Keep your price list

Open and search the list

Only owners and staff with the Item Mgmt role can open Items. Everyone who writes quotes or invoices can still pick from it.

1. Click Items in the menu. It's under Setup.
2. Type in the search box to find an item by its number or description.
3. Click a column heading, like Price or Description, to sort the whole list. Click it again to reverse the order.
4. Click a band in the bar at the top to see only items with that margin: Loss, Low, Healthy, High or Unpriced. Click All items to see them all again.

• The tiles at the top show how many items you have, their Avg margin, the Catalog value and how many are Taxable.
• Click an item to see its cost, price and margin in the panel on the side.

Add an item

1. Click New Item. Or click the + button and pick New Item.
2. Enter an Item Number, like a part number or a short code. Every item needs one, and no two can share it.
3. Add a Description. It's what you'll search for on a quote, and it becomes the line's wording.
4. Enter the Cost (what you pay) and the Price (what you charge).
5. Leave Taxable ticked if you charge tax on it, or untick it.
6. Click Create Item.

• Give every item a Description: the lookup on quotes and invoices lists items by it.
• An item with no price shows as Unpriced.

Change or remove an item

1. Click the item in the list.
2. Click Edit Item in the panel on the side, or double-click the row.
3. Make your changes and click Save Changes.
4. To remove an item, click Delete Item, then Delete.

• Changing or removing an item doesn't change quotes and invoices that already use it.

Use items on quotes and invoices

1. Open a quote or invoice and click Add Line on the Line Items tab.
2. Click the Item (optional catalog lookup) box and type part of the item's description.
3. Pick the item. Its description, price and tax setting fill in.
4. Change the Quantity, and the Unit Price if this job is different, then click Add.

• Pick the item before you type anything: it only fills in a description or price that's still empty.
• The line shows the item number with its description.