Adding an Entered Item

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