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Edit Item Settings

Understanding

Written by Jana

When you add an item to your estimate, the Edit Item pop out will appear. Below we will review the settings you can change to make sure the item is exactly as you need for the estimate.

You can edit the fields that are in white, which include

  • Profit Margin

  • Waste Percentage

  • Quantity (measured or custom)

NOTE: To make an edit to an item that is grayed out, you must make the edit from your Price Book.

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