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How do I add an item from estimate costings to a catalog?
How do I add an item from estimate costings to a catalog?

Learn how to add an item from your estimate costings into one of your linked catalogs

Kalya Ryan avatar
Written by Kalya Ryan
Updated over a month ago

It's easy to add an item from one of your estimates to a linked catalog, allowing you to personalize your catalogs, saving you time in the future.

Follow these steps:

  1. Navigate to your chosen estimate and click on the Estimate Costings tab.

  2. Select the item you would like to add to your catalog.

  3. Click on the Browse catalog symbol (magnifying glass).

4. The following form will pop up to the right of your estimate costings. Click on Add item to your catalog.

5. On the next screen, you can add the item details and include the catalog you want to add the item to and click Save & Add.

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