With Supplier-Provided pricing enabled on Cloud, products in your catalog have their unit cost, unit price, and MSRP updated by the supplier. You have the option to change this based on discounts you get from the supplier or discounts you want to offer to your customers.
If you are not familiar with Supplier-Providing pricing, check out this article.
Cloud also provides labor recommendations for products via the "Category Rules" feature, so you don't have to add labor for items individually. Category rules enable Cloud to add labor along with the item when you add the item to the quote or suggest a labor estimate that you can accept in the item's side panel.
Check out this collection of articles for more details about Category Rules.
If you prefer to import products manually, your catalog may contain items that do not have cost, price, and labor details. In such cases, you will need a way to identify items that lack all the necessary details.
Cloud has an "Item Validation" feature to ensure that items added to the quote have cost, price, MSRP, and labor details. Once this feature is enabled, Cloud checks every item added to every quote and displays an alert next to the item when it fails the validation.
Configure Item Validation settings
Item Validation settings are listed under "Settings > Quote > Item Validation." Currently, there are 7 settings, and by default, all are enabled.
If you want to enable or tweak these settings from within a quote, go to the 3-dot menu of the quote and click "Settings > Item validation settings." This will open a modal with the settings. You can make the changes in the modal.
The changes you make to the Item Validation settings apply to all Open and In-Progress quotes from all users in your Cloud account, as well as to new quotes added.


