When you add costs to a quote or estimate, you have the choice of adding items from the Cost Admin database In , the costs of the products, materials or recurring expenses that you typically use while working on a job can be stored in the Cost Admin database (at > General Settings > Costs). When you are working on an estimate, quote or job you can quickly access a cost from the database, simply by typing its name in the description field (on the cost information screen). (
> General Settings > Costs) or adding completely new cost items.
These new cost items are not stored in the Cost Admin database, unless you use the instructions below to add them.
Once the cost items are in the Cost Admin database, you can use them easily in any quote or estimate.
To add cost items from the current quote or estimate to the Cost Admin database:
- In the Business menu, select Quotes > All Quotes.
- If required, click the filter A filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. button to the right side of the Search input box, and select one or more filter values.
- Drill down on the number of the quote or estimate you wish to work with.
- On the quote or estimate details screen, select Options > Add costs to cost admin and confirm. All the costs listed in the Costs section of the quote or estimate are added to the Cost Admin database (if they did not already exist there).