Objective: In this video and/or step by step walkthrough, you’ll learn how to add an entered item in the item manager
Add a New Line Item
Click the New Line Item button
Choose Your Unit
Select either Imperial or Metric based on your needs
Select Cost Type
Click the drop down arrow under Cost Type and left click to select Equipment
Name Your Category
In the Category box, type in a name that your company uses to keep your line items organized
For this example we are using Equipment
Select Your Source Quantity
Click the drop down arrow in the Source Quantity box
Source Quantity is what type of information you want this item to use when calculating, based on the assembly this item is going in
Left click Entered
Estimated Unit
Click in the Estimated Unit box and type in how you will measure the item.
You may type in up to 6 characters in the box
For this example, we have used EA (for each)
Description Box
Click in the Description Box and type a description of what you are creating
Summary now reflects what you have built
Comment is optional but not required
Calculations Tab
Click on the Calculations Tab at the top of your pop up window
Waste %: Is an optional field
Enable Auto-Round: Toggle On if you would like to round this item at the pricing screen
Order Unit: Defaults to your input on the General tab, but it can be changed if needed
Order Quantity Multiplier & Price Quantity Multiplier
Read through each of these questions and answer appropriately based on your job
For Order Quantity Multiplier & Price Quantity Multiplier, since EA is EA, they would be equal
Cost & Part Number
In the Cost per EA box, you can change the number at this time or once you get to the pricing screen of your estimate
Part Number is an Optional field that you can choose to fill out if needed
Add Item
After you have finished, click Add Item to save it
The Item you just created has now been added to your Item Manager
