Product Lists
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      1. SumoQuote Help Center
      2. Product and Price Lists
      3. Product Lists

      Adding Items to the Product List

      Add items to your Product List as the first step towards creating calculations and speeding up your quote creation process.

      Add an Item to your Product List

      1. Go to Configuration > Account Settings > Product & Pricing
      2. Click on the edit icon beside the Product List (default pricing).
      3. Click on the green Add item button on the right.
      4. Enter the following information:
        1. Name of product or service - does not show up to customer
        2. Description of product or service - shows up on the quote details page for customer to see
        3. Unit of measure - square foot (SQFT), linear foot (LF), per piece (PC), hour (HR), etc.
        4. Material Cost (optional)
        5. Labor Cost (optional)
        6. Margin - markup and margin options
        7. Price - default price for the item
        8. Tax Exemption - when checked off, item will be tax exempt
      5. Click Save when finished.

      Check out the next page for pricing options!

      There are a couple of ways to structure your pricing. The next page on line item options tells you more!

      Add Multiple Items to your Product List

      Check out how to Upload a Product List for more information on adding multiple items at one time.