1. Find the Project the Item is under and open the project.
2. In the Items window, find the Item you want to edit and click on the Ref. No..
3. In the Edit Item window, you can edit and/or add information along with changing or uploading the Items photo. There are additional tabs at the top of the Edit Item page to enter and see additional information. When you are finished adding or editing the information click on Save.
Pricing: This will show estimated, actual and billed cost and pricing for the Item and its Components along with profit and sales tax
Status: This will show the status of the Item and allow you to mark the Item as inactive or complete. You can see the accounting activity for the Item and what Proposal and Invoice it is on along with pricing information
Workroom: This will allow you to enter information for the fabrication of the Item if needed. For example, a custom window treatment. The information entered here will show on a created Work Order
Documents: This will allow you to attach documents, files, and links to the Item. Such as Item links or diagrams of Item measurements.
4. To edit the Items purchase Component information, click on the Comp.# number.
5. In the Edit Component window, you can edit and/or add information along with changing or removing the photo. There are additional tabs at the top of the Add Component page to enter and see additional information. When you are finished adding or editing the information , click on the Save button
Special Instructions: This will allow you to enter special instructions for the Item if needed. For example, shipping, handling, fabrication, or other instructions for a custom window treatment. You can also enter a PO (Purchase Order) sidemark and a Ship On or Before date. The information entered here will show on a created Purchase Order or Work Order
Order Status: This will display useful information for tracking the Component. The information under Purchase and Work Orders - Vendor Invoices is filled in automatically based on the information you have entered for the Component such as Purchase Orders, Vendor Invoices. When a Purchase Order, Work Order and Vendor Invoice have been entered, you can edit and add information here to track the order/Component
Documents: This will allow you to attach documents, files, and links to the Component. Such as a vendor acknowledgement or correspondence.