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Line Items

The Item List is where you add, nest and price the work on a quote. A parent item's price is the total of its child items, and you can change one item or many at once.

How quote line items are structured​

A quote's Item List is a tree of line items. An item can stand on its own or be a parent, such as an assembly or a group of operations, with child items nested under it as deeply as you need.

Nesting: choose Add Subitem from an item's menu (…) to add a child item. While editing items, drag an item by its handle to reorder it, or drop it onto another item to move it, with its own child items, under that parent.

Prices roll up: a parent item's price is the total of its child items. Set cost, markup and tax on the child items. The parent's own unit cost and markup show as '—', as its values are built from its children items.

Quantities: a child item's Quantity Scaling sets how it follows the parent's quantity. Scales multiplies it by the parent quantity, so a child quantity of 2 under a parent quantity of 10 is charged 20 times. Fixed charges it once, whatever the parent quantity, and shows a lock icon.

Materials: a child item can use its own material, or Inherit from Parent to use the material of the item above it.

Blueprints: in Item List, choose Add New Item, then Add Blueprint, to copy a blueprint's line items into the quote. Changing them on the quote doesn't change the blueprint.

Batch pricing: an item with a Batch size is charged per batch run, rounded up, rather than per part.

Customer PDF: the PDF shows line items nested as on the quote. Use the eye icon button on a parent item to show or hide its child items on the PDF.

See also: How do I organise a complex quote with nested line items?; How do I use batch pricing?

How do I add a line item by hand?​

  1. In Item List, choose Add New Item, then New Line.
  2. Enter the line item name, quantity, pricing model or cost, material, markup and tax code.
  3. Save the item. To show an assembly or group of operations, add child items under it.

See also: How do I organise a complex quote with nested line items?

How do I change an item's quantity, material or price?​

  1. In Item List, open the item.
  2. Change the quantity, material, pricing model, pricing parameters, markup or tax code.
  3. Save. The unit cost, unit price, subtotal, tax and total update straight away.

See also: Why can't I type a unit cost or quantity on a line item?; How do I change several line items at once?

Why can't I type a unit cost or quantity on a line item?​

The item's pricing model calculates the fields shown as Auto, so those fields cannot be edited directly in the item editor.

To change the calculated result, select the pricing model's parameters button (View and edit pricing parameters) and adjust the inputs.

To override a model-calculated unit cost or quantity on a CAD- or drawing-linked item without removing the model, open Pricing Information in the item's details and use Price Override. Enter the corrected values and choose Save override. Choose Revert to auto to use the calculated values again.

To stop using a pricing model entirely, set the item's Pricing to Manual and enter the cost.

How do I price by the hour, area or volume instead of per item?​

  1. Open the item and set its Qty Type: Per Unit, Per Hour, Per m², Per m³ or Per Litre.
  2. Enter the quantity in that unit, for example the number of hours.
  3. Save. The item is priced on that quantity.

See also: How do I use batch pricing?

How do I use batch pricing?​

  1. Open the item and enter the Batch size: the number of parts processed in one batch run.
  2. Save. The line item shows Batch priced and is charged by batch runs for the total quantity.
  3. To stop batch pricing on several line items, select them, choose Edit, tick Update batch size and leave the value empty.

See also: How do I change several line items at once?

How do I organise a complex quote with nested line items?​

  1. Add a parent item for each assembly or group of work.
  2. To add a child item, open the parent item's menu (…) and choose Add Subitem, for example Add Subitem to 2. Fill in the child item and save.
  3. While editing items, drag an item by its handle to reorder it, or drop it onto another item to move it under that parent.
  4. Set cost, markup and tax on the child items. The parent's price is the sum of its children, so its unit cost and markup show as '—'.
  5. To change or delete several line items at once, select them and choose Edit or Delete.

See also: How quote line items are structured; How do I change several line items at once?

How do I change several line items at once?​

Use bulk edit to set the same markup, tax code, material or batch size on many line items in one go.

  1. In Item List, tick the box beside each line item you want to change, or tick the box in the header to select every item.
  2. Choose Edit, next to the number of items selected.
  3. In Bulk Edit Items, tick each change you want to make and set its value: Update markup percentage, Update tax code, Update material or Update batch size.
  4. Check Preview Changes, which lists each line item with its current value and the new one.
  5. Choose Save.

See also: How do I delete several line items at once?

How do I delete several line items at once?​

  1. In Item List, select the line items you want to delete.
  2. Choose Delete.
  3. In Bulk Delete Items, check the total. Deleting an item with child items also deletes its child items, and the dialog shows how many will go.
  4. Choose Delete. This can't be undone.

See also: How do I change several line items at once?