Guide · 367 answers

How YourCA works, step by step.

How do I add to the price book?

  1. On the Quote tab, open Price book, press Add, then Add an item. Give it a name, the price you charge excluding GST and what it costs you: labour, materials, plant or subcontract.
  2. For a kit, pick A kit of other items and choose its items and how many of each. The kit adds them up.
  3. To change a price, press the pencil on the item. A draft quote keeps the old price until you press Use the new prices on it, and a sent quote never changes.
Worth knowing

Only people with financial figures can add or change an item, because an item carries its costs.