Items (Equipment, Parts and Supplies price list)

Company Setup - Items (Equipment, Parts and Supplies price list)

Please note that “Settings” menu is Not Available On Mobile app and must be performed from the browser

 

Select Items

 

Select from one of seven categories to add items and pricing

 

Equipment, Parts and Supplies have similar structure and the “Proposal Line View” format applies to these three categories.

 

On the proposal you will see “Type”space”Brand”space”Model””Size””Cat1””Cat2”space”Description”.

Please note that you are able to input spaces in the beginning and the end of each line to achieve the desired look. If you want to add space between “Model” and “Size”, you can add space at the end of the “Modelspace” or beginning of the “spaceSize”.

Here is No added spaces example:

 

 

Here is an example of added space after “Model”

 

 

Click “Add new Line” to add new equipment

 

Input the desired fields.

After inputting at least the Type and Price, save the item.

Please note that each item has to be unique.

 

You will receive save confirmation 

 

Add up to Three attachments, pictures, brochures, links etc. to each item

 

Attach files or Urls 

 

You can Duplicate items to make small changes within models

 

You can edit any field by clicking on it

 

Another method to input Items would be through a spreadsheet 

 

We recommend to “Download table” then begin adding equipment. As an example we are using “Google Sheets”

Please do not modify the 1st row of the table.

 

Once additional equipment is added we can “Upload table”

 

Items will have drop down selections for Type, Model, size

 

Select Type, Model, size

 

Items will be displayed as shown with attachments