Nexsyis Estimate Item Setup
Related Wikis
Path: Setup › Estimate Settings › Nexsyis Estimate Items
Adding a New Item
-
Choose the appropriate Category for the new Item.
-
Click the first empty row (
Click here to add a new row). -
Item No – enter a short alphanumeric identifier.
-
Item – concise item name as it will appear on estimates.
-
Notes – optional notes (visible in template setup and on the New Estimate screen).
-
Sales Code – select the correct sales code.
-
Press Tab/Enter through the remaining columns; Updated and UserID fill in automatically.
Tip: Press Esc key at any point to cancel the new item entry.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL3F1LzIwMjYvaW1hZ2UoMTE0KS5wbmciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3ODQ3NjQwNDV9fX1dfQ__&Signature=QMuxS~GZJArvmSX8rjUsQX8nqu~vEwERKBRqL56PyiU2tT90vUlm5VlHWtia0RkRUtoFfHXTsTm52aKYZHecBrkdjwwb5580OTg5Lbgw3-HrTk8Rg-cjKQPI4rPQLan66tDdnMZXk1Dyb3Vyfg~GBtc7JCWxpq7AzxM~T-SNVY4~ep-W-nW3otywnRLunioJeeu0EVrqIIVAsmc437mcr9Ailw57bHBG5m1QSarCaJumijAXWSU95ccUDrhceNykuNCepgbGIbKjGFkhPoY~01P3tseXNjI9tHpCvX84sG11cpzWdHjWZ2swhLaYwRac-Y1BT~liUMLbnGxBAuUiog__&Key-Pair-Id=K2TK3EG287XSFC)
Deactivate / Reactivate an Item
-
Check Inactive on the row to hide it from future use.
-
Check Show Inactive (top of grid) to view or reactivate items.
Assigning Item Pricing
-
Click the row for the item you just created; the Pricing grid updates below.
-
Click the first empty row (
Click here to add pricing …). -
Effective – enter the start date for this price.
-
Amount – enter the price.
-
Press Tab / Enter to save the row.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8yNTQzLzM5MjYvY2tmaW5kZXIvaW1hZ2VzL3F1LzIwMjYvaW1hZ2UoMTE1KS5wbmciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3ODQ3NjQwNDV9fX1dfQ__&Signature=jM3i2JhMEQVM~e~QFSyVJWQ8QvSmi99pSnKYW2MFt7fVEHJmaAVzLrOD4CAEKiLAHxoMmnFiT3GvcOPn1q6IdlIAmf4IDq0nP18m~A5MOvmHA-LSjjEjc1VE9i2WI8KeEEqz4iEbbwd2pAUJbf539hX3zozlwf24lwIQWurmYO6QJcNQwkM6JFDtS4~DIWIk7NMksBJDht---Vr7ZKgrGLLZAxGJRgBjVPqGHjvCSM2qgWN3~mpJurUPRIDggklUypTR5NDp2dqI3VCeNRiipHTi42j4r7m4oy6sSqdqJG6q0uzsBeXFfnkW22AN9bhfmqH38f~Mknaq27zFQjP2GQ__&Key-Pair-Id=K2TK3EG287XSFC)
**Pricing Rules**
-
One price per unique parameter set and effective date.
To change price for the same date, delete the old row first. -
If pricing truly changes, leave old rows in place and add a new row with a later effective date.
-
To delete a pricing row, check the Delete checkbox.
-
If no price is assigned, the item will default to $0.00 when used on the Nexsyis Estimate screen.
On this page