In ManagePlaces, you can add custom items, materials and services and assign prices to them for repeat use across projects. This is useful if your projects often require standard items (e.g. steel joists). Once you have created an inventory item, it can be added to estimates, invoices, purchase orders, bills and timesheets simply by selecting it from a drop-down menu, so you don't have to manually add and cost it each time it is used.
Step 1:
First we need to create a category for our item(s). To do this go to Settings > Items & categories > Add Item Category. Give your category a name and description (optional) and click Create category.
Step 2:
Now click into your new item category, then click Add Item and fill in your item's details including Name, Code and the Purchase and Sale price (optional).
Step 3:
Once you have created your item, you can use it across projects in invoices, purchase orders, bills, timesheets or even to build entire estimates in seconds. To show you how this is done, click Finances in the left-hand navigation and then click Estimates. Now click Add estimate and you will see there are dropdown menus on each line where you can select your item.
