---
title: "Quick Edit: Materials and More"
description: "**Objective**: In this video and/or step by step walkthrough, you'll learn about quick edit functionality for all non labor items on the estimate screen [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Quick-Edit-Materials-and-More.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Quick-Edit-Materials-and-More.mp4) #### Quick Edit: Materials To access the **Quick Edit** functionality hover over the description of…"
url: "https://vectortakeoff.com/support/knowledgebase/quick-edit-materials-and-more/"
updated: "2022-03-29"
category: Estimate Screen
tags:
  - editing
  - estimates
  - materials
---

# Quick Edit: Materials and More

**Objective**: In this video and/or step by step walkthrough, you'll learn about quick edit functionality for all non labor items on the estimate screen

      [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Quick-Edit-Materials-and-More.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/01/Quick-Edit-Materials-and-More.mp4)

#### Quick Edit: Materials

To access the **Quick Edit** functionality hover over the description of the item in question and left click with your mouse

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_96-1-e1646764673701.jpg)

#### Quick Edit Window

All the fields in the**Quick Edit** popup window are the same fields that you would see in the item properties in the database for this item

The only unique field, not from the **item properties** is the **estimated quantity** which comes from this particular bid in our takeoff quantities

Note: Any field with a dark gray tint are not editable

For this example, we now know we need 4 door hinges for every door taken off in this job. As we make changes to the fields, note the changes reflected in the **Summary** field.

To make changes to any fields:

- Click inside the text box field
- Backspace, then type in a value
- Click anywhere outside of the text field to save the changes

We have changed the **Conversion Quantity** to **1**, the **Estimated Unit** to **BOX. ** This equates to (1) BOX of Metal Door Hinges per 1 Each and is reflected in the **Summary**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_97-1-e1646765475986.jpg)

#### Description

To change the **Description**:

- Left click in the Description field
- Type in your changes
- Click outside of the text field

Note the changes in the **Summary**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_98-1-e1646765816749.jpg)

You can also make changes to:

- Per
- Measured Unit
- Order Unit
- Price Unit

In this example, we have changed **Per** to **2** and **Order Unit** to **Case**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_99-1-e1646766205935.jpg)

#### Order Quantity Multiplier

If the pop up module detects your **order unit** is different from your **estimated unit**, the **Order Quantity Multiplier** section will appear

In this example, we have changed the **How many BOX per CASE** to **3**

The **Order Formula** will now update to divide our **estimated quantity** by 3 in order to tell us how many cases are necessary

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_100-1-e1646766475942.jpg)

#### Price Unit

For this example we are setting a unique **Price Unit** to price this unit by the **box** even though ordered by the case.

Since the **Price Unit** is different from the **Unit**, the **Price Quantity Multiplier** becomes available

Here, we select **No** under **Is there more than one CASE per BOX** and input **3** in the **How many BOX per CASE field**

That will take our **order quantity** and **multiply it by 3** to give the price unit calculation by the box

Hit **Cancel** to exit without making changes or click **Apply** to save

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_101-e1646766962642.jpg)

Once you click **Apply** to save you will be returned to the **Estimate** screen

Here, you see that the item is no longer there because we have changed the name of it

Click in the **Filter** field, type in part of the new name (Stainless) and the line item will appear reflecting all the changes that were made

Changes:

- Description: Stainless Steel Door Hinges
- EU: BOX
- Order Unit: CASE
- Qty: Divided by 3 to produce the number of cases
- Price Unit: Then multiplied by 3 to produce our Price Unit by the BOX

Click the **Save** button at the top of the screen to save all changes

Note: The changes to this item have only taken place at the job level and they will not flow to the database at this point. To understand how to put this items new properties to the database please see our knowledgebase video titled [Save to and Refresh from Database](https://vectortakeostg.wpenginepowered.com/support/knowledgebase/save-to-and-refresh-from-database/) in the **Estimate** Section of our knowledgebase

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2022/03/Screenshot_102-e1646767187351.jpg)
