Nexsyis Estimate Item Setup

Related Wikis

• Nexsyis Estimate Overview
• Nexsyis Estimate Attributes
• Nexsyis Estimate Task Setup

Path: Setup › Estimate Settings › Nexsyis Estimate Items

Adding a New Item

1. Click the first empty row (Click here to add a new row).

2. Item No – enter a short alphanumeric identifier.

3. Item – concise item name as it will appear on estimates.

4. Notes – optional notes (visible in template setup and on the New Estimate screen).

5. Sales Code – select the correct sales code.

6. 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.

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

1. Click the row for the item you just created; the Pricing grid updates below.

2. Click the first empty row (Click here to add pricing …).

3. Effective  – enter the start date for this price.

4. Amount – enter the price.

5. Press Tab / Enter to save the row.

**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.