When a product is added to the project, some additional fields are added for the product.
Here is the list of additional fields in the different tabs.
General
The following are the additional fields in the General tab.
Field | Description |
Quantity | This field will be editable in a Quantity-based Project. |
Component ID | This will display the auto-generated component ID for the product.
This is a unique number given to every product and labor item added to a project.
Click here to see how to set your component ID. You can override this number by typing your own number in the field. |
Serial Number | Here, you can enter the serial number of a product. This can be useful for reference and on service orders. |
IP Address 1 | Here, you can enter the IP address for a product. |
IP Address 2 | Here, you can enter a secondary IP address for a product. |
MAC Address 1 | Here, you can enter the MAC address for a product. |
MAC Address 2 | Here, you can enter a secondary MAC address for a product. |
Optional | This will mark the product as optional.
|
Price
The following are the additional fields in the Price tab.
Field | Description |
Discount | Here, you can enter a discount percentage for the product.
By default, this discount field changes the price displayed on Proposal reports, and no discount amount is displayed.
There is a Report Setting that allows you to display the discounted amount in the Project Summary section of the proposal. |
Net Unit Price | This field will show the unit price after the discount is applied. |
Change Price Type | This will allow you to change to any of your 12 available Price Types. |
Non-Billable | Checking this option will zero out the unit price of the product within the project file but not the unit cost. It also zeroes out any labor being charged for the product but not the cost of the labor.
Any labor hours associated with the product are maintained.
This option is useful for products you provide without charging your client. Because these items retain their cost values, they factor into your overall project margin and profit.
Example: A product has the following: unit cost = $50 and unit price = $100. It has one hour of labor with a cost of $75/hour and a price of $150/hour. You add this to a project, and it is marked as Non-Billable.
Nothing will be charged to your client, but the project will incur a cost of $125 ($50 from the Product + $75 from the Labor associated with the product), affecting the project's margin and profit.
If you do not want to incur a cost for the product, you can manually zero this field out within the project. If you do not want to incur a cost for the labor, you can zero out the hours for the product within the project. |
Exclude in Calculated Items | Checking this option will exclude the product's pricing from being used in calculated products, labor items, allowances, miscellaneous items, and service plans. |
Location and System
This displays the location and system that the product is assigned to within the project. You can edit your locations and systems here via the buttons.
Accounting
The following are the additional fields in the Accounting tab.
Field | Description |
Estimate Number | This field will display the QuickBooks estimate number when using our QuickBooks integration.
This field is editable. |
Order Number | This field will display the purchase order number when using purchase orders or creating a purchase order through our QuickBooks integration. |
Item Name | This field will display the QuickBooks item number when using our QuickBooks integration.
You can also manually enter an "accounting ID" from your own accounting software. |
Specifications
The additional Specifications fields will depend on the category type of the product.
Equipment
The following example is of an Equipment-type product.
Head End
This displays the head end for products. This field is editable via the dropdown menu, and you can manage head ends to add new ones.
The products designated as PSE or PD in the PoE section of the Specifications tab will have some additional fields within a project.
The products marked as PSE will have a section displaying information for all associated PDs.
Products marked as PD will have a section displaying information about the PSE they are associated with.
Wire
The products of category type "Wire" will have an additional field on the Specification tab for "Wire Length."
Wire Length
This displays the wire length for bulk wire. This field is editable. For wire not marked as "Bulk Wire", this value is not editable and is set to a value = 1.
Order and Install
The following are the additional fields in the Order and Install tab.
Field | Description |
Vendor | This field will display the vendor that you have associated with the product. It is used when creating purchase orders. |
Order Status | Here, you can set the order status of the product, choosing from Not Ordered, Ordered, and In Stock/Received, or any custom Order Status you have created.
This field auto-populates and updates once on a purchase order. |
Order Number | This field auto-populates and updates once on a purchase order.
This can also be manually entered. |
Ordered Date | This field auto-populates and updates once on a purchase order.
This can also be manually entered. |
Expected Delivery Date | This field auto-populates if set on a purchase order.
This can also be manually entered. |
Received Date | This field auto-populates when a purchase order receipt is created.
This can also be manually entered. |
Tracking Number | This field auto-populates when items are updated from purchase orders.
This can also be manually entered. |
Task Number | This will list the task number to which the product has been assigned. |
Picked | Checking this box will mark the products as "Picked". This auto-populates if the field is updated on a task through Mobile Install.
This can also be manually checked. |
Picked Date | This field auto-populates if the field is updated on a task through Mobile Install.
This can also be manually entered. |
Installed | Checking this box will mark the product as "Installed" in the project and on any task this product is a part of. This auto-populates if the field is updated on a task through Mobile Install.
This can also be manually checked. |
Installed Date | This field auto-populates if the field is updated on a task through Mobile Install.
This can also be manually entered. |
Install Notes | Here, you can enter any installation notes for the product. This auto-populates if the field is updated on a task through Mobile Install. |
Service Plan
Service Plans
This field displays the service plans to which the product has been added as a project item.