Welcome to the Edit/Add Item Page! This feature allows you to create and modify items that will be included in your proposals and purchase orders. Properly managing your items ensures that your projects are well-organized and comprehensive. Below, you’ll find a step-by-step guide on how to effectively use this page.
Key Features and Navigation:
Item Page Navigation: Click section headers to scroll through the page automatically.
Visibility: Easily access linked Proposals, QBO Invoices, and Purchase Orders.
Right Side Panel: The Item Status, Favorite Items, Product Photos, and Install Date remain visible as you navigate through the Edit/Add Item Page.
Item Page Layout ➡️
General Information
General Information
Item Name: Enter a clear and concise title; this is the only required field for item recognition.
Room: Select from an existing Room Preset or create a new one.
Tags: Flexible labels for categorizing and organizing items using keywords or descriptors (e.g., Chandelier, Kitchen, Outdoors).
Group: Add the item to an existing group. Learn more about creating group items here.
Item Class: Categorize accounting transactions to sync with QuickBooks Online. Learn more about item classes.
Sidemark: Use this for expediting an item with common identifiers (e.g., Company Name, Client, Room, Item). To utilize the Default Sidemark Button, contact the DesignerLink Support Team.
Item Details
Item Details
Key Fields:
Vendor: Choose the vendor tied to the item, crucial for procurement and supplier relationships.
Vendor Description: Provide a detailed description as presented by the vendor to convey specifications effectively.
Client Description: Tailor a description highlighting the item's relevance for clearer communication with clients.
SKU / Item #: Enter the unique Stock Keeping Unit or item number for inventory management.
Color / Finish: Specify color or finish for clarity in visualization and selection.
Dimensions: Input item dimensions for accurate space planning.
Item URL: Add a link to the item's webpage for quick reference.
Related Items: Link complementary items to keep your process organized. Note: this field is not related to the Group Items feature.
CFA / Sample Approval: Indicate if a Cutting For Approval (CFA) or Sample is needed to proceed with purchasing.
Shipping
Shipping
Specify delivery details in the Ship To field: select from existing Vendor or Client records or manually enter a shipping address.
Item Pricing
Item Pricing
Key Fields:
Purchase Cost
Quantity: Total quantity of the item being ordered; selling quantities may differ.
Unit: Specify measurement units (e.g., each, pair, meter) that can be added/edited from your User Profile.
Net Cost: Actual item cost.
MSRP: Input the manufacturer-recommended selling price.
Discount %: Enter applicable discount percentages; defaults may populate if set from the Vendor Record. The Discount % field is now applied directly to the MSRP field to help you calculate your Net Cost.
Discount Taken: Reflects the percentage applied to MSRP.
No Net Purchase Cost: By checking off this box, it indicates that there is no purchase cost for that Item. Typically this means you are selling your Client something from your Inventory.
Shipping Cost: Enter associated shipping fees.
Other Cost: Include any additional costs related to the item.
Total Purchase Cost: Sum of Purchase Cost, Shipping Cost, and Other Costs.
Vendor Deposit Requested: Indicates the deposit percentage needed to order from the vendor. Defaults may populate if set from the Vendor Record.
Selling Cost
Quantity: Number of items sold to the client.
Product Subtotal: Calculated value based on Selling Quantity, Markup %, and Net Cost.
Shipping Cost: Either manually entered or calculated based on purchasing costs.
Other Cost: Calculated similarly to Shipping Costs.
Markup %: Percentage indicating how much the selling price exceeds the purchase cost.
Sales Tax Rate: Enter applicable sales tax, defaulted in Project Details.
Taxable Statuses: Specify if the item is taxable or tax-exempt.
Deposit %: Enter deposit percentage if applicable.
Client Subtotal: Total before tax, including Product Subtotal, Shipping, and Other Costs.
Total Sales Tax: Based on Client Subtotal and Sales Tax Rate.
Total Client Price: Final charge to the client.
Note: Taxable settings and default Markup Percentages can be set in Project Details.
Documents
Documents
The documents section is where users can upload Product Photos, Vendor Quotes, Drawings, etc. for each Item.
Additional Item Fields
Additional Item Fields
Typically these include fields that are not used with a standard account. Including fields such as Designer Advantage’s shipping program options, and fees such as Credit Card and/or Expediting that a firm would want to pass on to the client. If you are curious about these fields and/or how to add them, please contact the DesignerLink support team.
Frequently Asked Questions:
What are the differences between related items, group items, and template items?
Related items can be typically used for connecting bundles of items such as accessories for a room. Group Items are presented to clients as “1” item, but are purchased in components, such as a living room couch, which includes the couch, the fabric, and the labor to upholster. Template items are made to reduce input time, they are a standardized set of specs that can be easily duplicated to multiple projects.
Why is my ship-to not able to be changed?
You cannot change a vendor from the edit/item page IF it has been linked to a Purchase Order already. You can change the vendor/ship to from the Purchase Order page. Click into the purchase order in the top right corner of your screen.
Why does it say there is a shipping or other cost on my proposal when there is no shipping added?
There is likely an additional field that is rolling up into one of these fields. Please ensure no additional fields have a value, if you do not want them to show up on your proposals.
What fields on the Item can be defaulted based on Project settings?
Project Setting defaults for item creation can include tax rates, markup percentages, install dates, and ship to’s.