A sub-item is a component of an estimate or job that is not listed separately but rather is incorporated into the overall Total.
For example, an estimate may be created where you include delivery in the overall cost, the customer does not need to see it listed as a main item. In this case the delivery would be added as sub-item.
(Learn more about in the article Main Items versus Sub Items)
A sub-item can be added to an estimate, online order, job, or invoice.
Adding a Sub-Item to a New Estimate
1. Click the Estimate module, select New Estimate.
2. Complete the details as required, then click Next.
3. Complete the required details for the estimate, then click Next, enter in the specifics of the estimate.
Note: If you have cost sequences turned on in your settings the Other Costs screen is displayed and it will vary in appearance according to individual system setup.
4. Click Save.
5. In the Quick Links Navigation bar, select Add Sub-Item, then select the desired item. (Other Cost is selected in this example).
6. Click the desired tab, in this example Delivery has been selected.
Complete the requested details, you may be required to enter details at several screens depending on your system setup, complete each as required, then click Finish.
The sub-item is listed on the estimate screen, under Additional Items as shown;
6. Click either Save & Stay or Save & Close. (bottom right corner)
The sub-item will be included in the overall Total and not be listed separately on the template.
Adding the Sub-Item After the Estimate is Saved
A sub-item can be added after the estimate is saved or once the job is created. In this example the Estimate is used as the example.
1. Open the Estimate.
2. In the Quick Links Navigation bar, select Add Sub-Item.
3. Add the Sub-Item using steps 4-6 (as above).
Note: The same process is used regardless of it being an estimates, online order, job or invoice as summarised below.
Online Orders > Open the Order > Select Order Options >Re-Run Customer Details
Job > Open the Job > Select Job Options > Re-Run Customer Details
Invoice > Open the Invoice > Select Invoice Options > Re-Run Customer Details
Additional Information
If you have any further questions, please contact Support.