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Managing Glossaries or Lists

Learn how to add and edit locations, sales categories, ship to codes, remarks, time activities, sales tax codes and units of measure

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

On the left side menu and under Settings, click on Glossary

Glossary tab in settings

Add and/or edit list entries from the tabs at the top

  • Locations: Project Locations/rooms

  • Sales Categories: Items or services that you sell

  • Ship To Codes: Client address, warehouse or receiver that Project Items are shipped to

  • Remarks: Specialized remarks that you can add to Proposals, Invoices, and any area that has a note section

  • Time Activities: Design services or activities spent on a job

  • Sales Tax Codes: Tax codes that you use on Projects. Click here to learn how to enter a Sales Tax Code or watch the video below
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  • Units of Measure: Quantity measurements for Items and Components

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