Add Base Material Costs and Minimum Quantities to Line Items

Overview

You can add a base materials cost, a minimum materials cost, or a minimum quantity to each line item in an estimate.

Before You Begin

• The line item must have a materials portion to it.

Open the Line Item

1. In the left-hand menu, click Jobs, then click Pipeline.
2. Select the project you want to work on to open its estimate.
3. Click the cube icon on the line item (for example, Baseboard). The item's details open.

Add a Base or Minimum Materials Cost

1. Click Unit pricing to expand it.
2. Next to Materials costs, click the plus button for Materials options.
3. Click Add base materials cost.
4. In What is the base cost for this materials item?, enter the amount. The calculation next to the field shows how the total is worked out: total material cost = base cost + (material cost x quantity).
5. If you also need a minimum, click Add minimum materials cost.
6. In What is the minimum materials cost for this item?, enter the amount.

Add a Minimum Quantity

1. Scroll down to Quantity and expand it.
2. Near the bottom of the Quantity section, click Add minimum quantity.
3. In What is the minimum quantity for this item?, enter the minimum quantity.

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Summary

Open the estimate from Jobs > Pipeline and click the cube icon on the line item. Under Unit pricing, click Materials options to add a base or minimum materials cost. Under Quantity, click Add minimum quantity to set a minimum quantity.