How do I create an Item Group and use it from the Cost Items Database?
To create Items Groups in the Cost Items Database, go to the Menu and select Cost Items Database.
In the Cost Items Database, select the Items Groups tab. On the top right, click on the drop down and select Add Group Item and start adding.
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Basics of Cost Items Database
Purpose: To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc. Background: In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So ...
How do I use the Hidden Markup in the Cost Items Database?
The "Hidden Markup" can be used for a number of things. Many times companies will have material etc that is stored in a Warehouse, this can help cover the cost of shipping and handling costs. Another way it's commonly used is in Sales, you can have a ...
How do I use the "variation" field within the Cost Items Database and Estimate?
The Variation field associated with an Item is used to manage different product variations (such as colors or styles). To add variations to an item, go to the Cost Items Database and add a new item or edit an existing one. Within the item details, ...
What is the purpose of Variations in the Cost Items Database record?
For illustrative purposes, if there is paint and there is orange, blue, red and other kinds of paint. The color of the paint is the variation in the item. It does not affect the price but has the element of color in this specific context that is ...
How do I see which items have Detailed Descriptions in my Cost Items Database?
To see which items have Detailed Descriptions in the Cost Items Database, go to the Menu and choose Cost Items Database. Once here, the description should show under the Notes section on the list view.