How to Create a Custom Item in a Quote

Before You Start

If the item you need doesn't already exist in your Inventory, you can create a Custom Item directly from within your Quote.

Custom Items are useful for one-off work that you don't expect to reuse. If you'll be using the item again in future, it's usually better to create it in your Inventory instead.

Creating a Custom Item in a Quote

Step 1 - Navigate to the Items Tab

1. Open your Quote.
2. Select the Items tab.

Step 2 - Create a Custom Item

1. Click + Item.
2. Click Add Custom Item.

Step 3 - Fill & Customise Your Custom Item

1. Select the Category & Service Category of the item you're creating.
2. Enter the required details

• Item Pricing Description
• quantity
• pricing
• etc.

1. Click Save to add the Custom Item to your Quote.

Best Practice

• Use Custom Items for one-off items only.
• If the item is likely to be used again, create it in your Inventory instead of repeatedly creating Custom Items.
• If you're building a new Composed Item, save it to your Inventory so it can be reused in future Quotes.

Summary

1. Click + Item.
2. Click Add Custom Item.
3. Select the type of item you want to create.
4. Enter the required details, including the description, quantity and pricing.
5. Click Save to add the Custom Item to your Quote.

Related Articles

• How to Add an Item to a Quote
• Adding a Service Item to your Inventory
• Adding a Material Item to your Inventory
• Understanding Inventory
• How to Save a Composed Item to Your Inventory