Products and Jobs

How to toggle Limit Qty on a Product
The article outlines the steps required to toggle Limit Qty on a Product, which prevents the item from overselling within B2B.   FOLLOW STEPS BELOW:   ...
Mon, 5 May, 2025 at 6:29 PM
How to toggle Mobile Sales on a Product
The article outlines the steps required to toggle Mobile Sales on a Product which allows it to be added to Presentations in B2B.   FOLLOW STEPS BELOW:   ...
Mon, 5 May, 2025 at 6:37 PM
How to Flag a Product as Having Retail Pricing
The article outlines the steps required to flag a Product as having Retail Pricing.   FOLLOW STEPS BELOW:   Within Product Costing, search for the rele...
Mon, 5 May, 2025 at 6:52 PM
How to View and Set the Selling Price or Retail Selling Price on a Job
The article outlines the steps required to view and edit Pricing on the Product Costing screen.   FOLLOW STEPS BELOW:   Within Product Costing, search ...
Mon, 5 May, 2025 at 7:34 PM
How to View Product Cost Summary on a Product
The article outlines the steps required to view the Product Cost Summary.   FOLLOW STEPS BELOW:   Within Product Costing, search for the relevant Job/S...
Mon, 5 May, 2025 at 7:32 PM
How to Edit or View Sales Budgeting on a Product (Margin, GP, Markup)
The article outlines the steps required to Edit and View Sales Budgeting on a Product.   FOLLOW STEPS BELOW:   Within Product Costing, search for the r...
Mon, 5 May, 2025 at 8:04 PM
How to View Cost Snapshot on a Product
The article outlines the steps required to view Product Cost Snapshots.  A cost snapshot provides a history of a costing at different life stages of a job. ...
Mon, 5 May, 2025 at 8:18 PM
How to view Product Cost changes history
The article outlines the steps required to view Product Cost changes history from within a Job.   FOLLOW STEPS BELOW:   Within Product Costing, search ...
Mon, 5 May, 2025 at 8:39 PM
How to View and Edit Terms on a Job
The article outlines the steps required to view and edit Terms on a Job.   FOLLOW STEPS BELOW:   Within Product Costing, search for the relevant Job/St...
Mon, 5 May, 2025 at 9:03 PM
How to Open Product Costing
The article outlines the steps required to open the Product Costing.   FOLLOW STEPS BELOW:   Click the Products Node on the left of the screen to expan...
Mon, 5 May, 2025 at 9:13 PM