Add and edit product items

Create a product with name, unit and description, set material and labour costs with a margin or type a manual price, mark tax-exempt items, and edit existing rows.

Beginner 6 minOwner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /pricing/productlist · Guide last checked 2026-10-03

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Preconditions

Product list open, costs for one shingle product ready.

Steps

1. Open Add itemDo: On the product list click "Add item".Expect: Dialog "Add Price Detail" with Name, Unit, Description, a "Price adjustment" block (Material, Labor, Margin, Price) and a "This item is tax exempt" checkbox.Actual:
2. Name, unit, descriptionDo: Type a Name such as "Architectural shingles", choose Unit SQ, and a short Description.Expect: Unit options: SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX.Actual:
3. Price from costsDo: Enter Material and Labor costs per unit and a Margin percentage.Expect: The dialog reads "Automatic pricing is active. Price updates from Material + Labor + Margin." and shows "Calculated from costs: $X".Actual:
4. Or type a manual priceDo: Type directly into Price.Expect: "Manual price override is active…" appears with a "Use calculated price" button to revert.Actual:
5. Tax exempt and saveDo: Tick "This item is tax exempt" for labour-type items if your taxes apply to materials only. Click "Save".Expect: The item appears in the table. Opening it again shows "Edit Price Detail" with an "Update" button.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

The product list: your default pricing catalog

What the product list is, how quote items pull from it, what each column means, and the plan limits on how many items you can keep.

Price list & pricingBeginner5 min

Pricing methods: automatic vs manual, and quantity formulas

Understand how automatic pricing is computed, when a manual override makes sense, and attach a quantity calculation so a product's quantity comes from roof measurements.

Price list & pricingAdvanced10 min

Taxes: required and optional rates

Add tax rates, mark up to two as required so they apply to every new quote, and see how tax-exempt items and optional taxes behave in the quote editor.

Settings & integrationsIntermediate5 min

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