A main item is listed separately on an estimate/job/invoice. It will have a description and cost. The customer can clearly see the main item listed on the generated PDF, for example a customer may request the delivery fee to be listed on the estimate, it would need to be added as a main item. (Learn more about in the article Items versus Sub Items)
An item can be added to an estimate, online order, job, or invoice, in the example below an estimate will be used as the example.
Adding Main Items to a New Estimate
1. Click the Estimate module, select New Estimate.
2. Complete the details for the new estimate as required, then click Next.
(Note: The screen shots use Product catalogue as the example)
3. Complete the required details for the estimate, then click Finish.
The estimate will be displayed showing the customer details panel, and the item panel.
4. To add another Main Item, select Estimate Options, then Add Item.
5. Add anadditional Item using steps 4-6 (as above).
6. Click either Save & Stay or Save & Close. (bottom right corner)
Adding the Item After the Estimate is Saved
An item can be added after the estimate is saved or once the job is created. In this example the Estimate is used.
1. Open the Estimate.
2. At the top of the open estimate, select Estimate Options, then Add Item.
3. Add the additional 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.