New item views in estimates

We've added two new view options in the Items tab of estimates to give you more flexibility in how you review and manage estimate items.

Details

The following additional views are now available in the Items tab of estimates:

  • Total With Item Code

    This view is similar to the existing Total view, but includes an additional Item Code column.

  • Manufacturer

    This view includes the following columns:

    • Item #

    • Description

    • Manufacturer

    • Catalog #

    • UPC

    • Quantity

    • Unit

    • Total Cost

    • Total Sell

    • Allowance

How it works

  1. Open an estimate and select View Estimate.

  2. Select the Items tab.

  3. Select one of the following options from the view dropdown:

    • Total With Item Code

    • Manufacturer