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.
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.
Rough runtime
3:15
Scenes
7
Lesson
5.2 · Price list & pricing
File name
05-02 manage-product-items.mp4
Before you record
- Product list open, costs for one shingle product ready.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Add and edit product items | /pricing/productlist | Title card, then the first screen of the lesson. | Let us add a product the right way, with costs and margin, so the price keeps up when your supplier changes theirs. |
| 1 | 0:2032s | Open Add item | /pricing/productlist | On the product list click "Add item". | Add item opens the price detail dialog. |
| 2 | 0:5232s | Name, unit, description | /pricing/productlist | Type a Name such as "Architectural shingles", choose Unit SQ, and a short Description. | Name it the way your reps say it, pick the unit it is sold in, and add a line of description that can appear on the quote. |
| 3 | 1:2432s | Price from costs | /pricing/productlist | Enter Material and Labor costs per unit and a Margin percentage. | Type what it costs you in material and labour and the margin you want. The price works itself out: cost times one plus margin. |
| 4 | 1:5632s | Or type a manual price | /pricing/productlist | Type directly into Price. | Prefer a round number? Type the price. The item is now a manual override, and one click brings the calculation back. |
| 5 | 2:2832s | Tax exempt and save | /pricing/productlist | Tick "This item is tax exempt" for labour-type items if your taxes apply to materials only. Click "Save". | Mark labour tax exempt if that is how your state works, save, and the item is live for every quote. |
| 6 | 3:0015s | Recap & next lesson | /pricing/productlist | Hold on the finished result, then the end card. | Next: the two pricing methods in depth, plus quantity formulas that calculate from roof measurements. |
Narration, in order
0. Intro: Add and edit product items
0:00 · 20sTitle card, then the first screen of the lesson.
Let us add a product the right way, with costs and margin, so the price keeps up when your supplier changes theirs.
1. Open Add item
0:20 · 32sOn the product list click "Add item".
Add item opens the price detail dialog.
Show before cutting: Dialog "Add Price Detail" with Name, Unit, Description, a "Price adjustment" block (Material, Labor, Margin, Price) and a "This item is tax exempt" checkbox.
2. Name, unit, description
0:52 · 32sType a Name such as "Architectural shingles", choose Unit SQ, and a short Description.
Name it the way your reps say it, pick the unit it is sold in, and add a line of description that can appear on the quote.
Show before cutting: Unit options: SQ, SQFT, LF, EA, GAL, HR, BDL, PCT, RL, BX.
3. Price from costs
1:24 · 32sEnter Material and Labor costs per unit and a Margin percentage.
Type what it costs you in material and labour and the margin you want. The price works itself out: cost times one plus margin.
Show before cutting: The dialog reads "Automatic pricing is active. Price updates from Material + Labor + Margin." and shows "Calculated from costs: $X".
4. Or type a manual price
1:56 · 32sType directly into Price.
Prefer a round number? Type the price. The item is now a manual override, and one click brings the calculation back.
Show before cutting: "Manual price override is active…" appears with a "Use calculated price" button to revert.
5. Tax exempt and save
2:28 · 32sTick "This item is tax exempt" for labour-type items if your taxes apply to materials only. Click "Save".
Mark labour tax exempt if that is how your state works, save, and the item is live for every quote.
Show before cutting: The item appears in the table. Opening it again shows "Edit Price Detail" with an "Update" button.
6. Recap & next lesson
3:00 · 15sHold on the finished result, then the end card.
Next: the two pricing methods in depth, plus quantity formulas that calculate from roof measurements.
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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