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.

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.

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.

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.