Add a Price List Product

Adding a Pricelist Product allows you to include physical items in your Pricelist, such as tools or materials. You can specify details like the product name, SKU, price, base cost, manufacturer, and tax category. These details ensure accurate tracking and billing for jobs and transactions.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the Main Dashboard, click on the Administration tag.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Now click on the Inventory Settings tag to reveal the dropdown menu.
   
   
   
   
   
   
4. Click Price List, to enter the View Price List page.
   
   
   
   
   
   
5. Click the Add Price List Item button, to be directed to the New Price List Item page.
   
   
   
   
   Fill in the relevant fields:
   

   ·       Item Type Choose whether the item is a Product, Service, or Discount.

   ·       Mfg Enter the name of the manufacturer of the product.

   ·       Model Input the model number or name associated with the product.

   ·       Product/Service Name The name of the item as it will appear in your inventory list.

   ·       Base Cost The cost of the item before any markup or additional fees.

   ·       MAP Price The Minimum Advertised Price, which is the lowest price at which this product can be advertised, set by the manufacturer.

   ·       MRP Price The Maximum Retail Price, which is the highest price this product can be sold for.

   ·       Price The standard selling price for this item.

   ·       Product Image Upload an image of the item to help with identification and visual reference.

   ·       Product/Service Description A detailed description of the product or service, providing any relevant information for reference.

   ·       Short Description A brief description that highlights key features or details about the item.

   ·       UPC The Universal Product Code for the item, used for tracking and scanning.

   ·       Mfg SKU The manufacturer’s SKU (Stock Keeping Unit), used for tracking within the manufacturer’s inventory system.

   ·       Vendor Select the vendor or supplier of this product from the drop-down list.

   ·       Vendor SKU The SKU assigned by the vendor, if different from the manufacturer’s SKU.

   ·       Weight The weight of the item, helpful for shipping and handling purposes.

   ·       Height Enter the height of the item for storage and shipping purposes.

   ·       Length The length of the item, also relevant for storage and shipping.

   ·       Width The width of the item, useful for shipping and space management.

   ·       Category Select the category this item belongs to within your inventory for organization.

   ·       Exclude from Stock Keeping Choose ‘Yes’ if you don’t want this item to affect stock levels, useful for non-inventory items.

   ·       Active Set to ‘Yes’ if the item is currently active in inventory; otherwise, set to ‘No’ to make it inactive.

   ·       Tax Categories Specify any tax category that applies to this item to ensure correct tax calculations.

   ·       Exclude from Updates on Import Set to ‘Yes’ if you want this item’s details to remain unchanged during bulk imports.
   
   
   
   

6. Once complete, click Save.  You should see confirmation “Saving Item, Please wait…”.
   
   
   
   
   
   
7. The SKU will now be visible on the View Price List page.