Adding an Item – Materials and More

Objective: In this video and/or step by step walkthrough, you’ll learn how to add a new line item in the item manager by material, labor, subcontract, equipment or other

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 Material

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 Sealant 

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 Length

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, type in LF

Description Box

Click in the Description Box and type a description of what you are creating

In the Per box, you can put in any number you need to for your calculations

Measured Unit Box

Click the drop down arrow under the Measured Unit box

Left click to select the unit

The information under the Measure Unit drop down will change based on your selection in the Source Quantity box

Summary and Comment

In the Summary box you will see 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

For this example, we will change the Order Unit to Tube

Note that the Price Unit will now be auto-changed to tube as well, but can be changed if needed


In the Cost per Tube box, type in your cost per tube of sealant.

Order Quantity Multiplier & Price Quantity Multiplier

Read through each of these questions and answer appropriately based on your job

For Order Quantity Multiplier, there are 20 LF per tube, so we input that quantity in the How many LFs per TUBE? box

For the Price Quantity Multiplier, since a TUBE is a TUBE, they would be equal

Part Number is Optional

After you have finished, click Add Item to save it

The Item you just created has now been added to your Item Manager