You can configure how items you add to quotes are displayed. This helps you see all the relevant item details in the way you require them.
Show or hide columns
By default, in a quote, only some columns, such as Quantity, Total cost, and Total price, are shown. You can choose to include columns such as Unit Cost, Unit Price, Labor Cost, Taxable, and Available Inventory Quantity.
To hide or show columns, click the 3-dot menu above the Item Search box and click "Show/Hide Columns."
Select the names of the columns you want to see and click "Apply". They will be displayed in the quote.
Deselect the name of a column, click "Apply," and the column will not be displayed.
Sort items
You can sort the items in the order you desire: alphabetically, by quantity, by price, and so on.
Check out this article for more details.
Group by
You can group the items in the quote by location or system, or by location first, then system, or by system first, then location.
To select the grouping, click the 3-dot menu above the Item Search box, click "Group by," and select the grouping preference.
Display Density
You can choose one of two display density options.
Compact: Here, the item name and short description are shown on a single line, making the row thinner and allowing you to see more item rows.
Regular: Here, the item's short description is shown below the item name, which makes the row wider, so you will see fewer item rows.
To select the display density, click the 3-dot menu above the Item Search box, then click "Display density" and select your preference.
Labor display unit
You can choose to display labor in one of three ways.
By Time: Hours, minutes, and seconds
By Days: The day shown corresponds to the time occupied in an 8-hour day. For example, an hour of labor is 0.13 days.
By Amount: The price of the labor type. In a package, the total price for all labor types included with the items is shown.
Include in the total cost
Here, you can choose what to display in the Total Cost column: only product cost or the cost of the product and the associated labor.
You also have the "Include accessories" option to include either just the cost of the accessories or the cost and labor to install them in the Total Cost column.
Here is an example that explains how the Include in the total cost option works.
Product cost = $1000
Product-associated labor cost = $100
Accessory cost = $200
Accessory labor cost = $50
With the "Product + Labor" option selected and the "Include accessories" option set to ON, the Total Cost column will display $1,350.
With the "Product" option selected and "Include accessories" set to ON, the Total Cost column will display $1,200.
Include in the total price
The "Include in Total Price" option works similarly to the "Include in Total Cost" option, except that it factors in the product price, the product-associated labor price, and the price of accessories and the labor associated with them.