Price List Items are items that have been saved in your Settings for regular use and entry when quoting or invoicing.
To add Price List Items to your Quote:
- Head to your draft Quote on your mobile app and scroll down to where the Line Items are.
- Select the Add Price List Item.
- Search by the item code or item description.
- Add a price list item if you need to.
Note: If you edit an item in the Quote once it is added, it will not update the default Price List Item.
Note: You can enter a Kit which will allow you to show a summary description to the client, but expand to show the detail to you (which may include Price List Items, Labour and/or Miscellaneous costs).