Home > SI 2017 Documentation > User Guide > Projects > Project Editor > Adding Items to a Project > New Button > Miscellaneous Items

Miscellaneous Items

SI 2016 Logo.jpg

Details

 

Misc. Items are Items that do not exist in your SI 2017 Catalog. You create them on a per Project basis if you want to add untaxed Items to a Project. These are generally used for things like shipping charges or travel time.

 

These display on SI 2017 reports and are added to the total project number after taxes have been applied to all other items. No tax is applied to Misc. Items.

 

misc ribbon.png

 

When you click the [Misc. Item] button in the New section of the ribbon within the Project Editor, the following form will open:

 

misc items interface.png

 

Fill in the fields and click [Save and Close]. You have access to Snippets here.

 

filled in form.png

 

You can also use the [Compute] button to calculate the price of the Miscellaneous Item as a percentage of items in the Project:

 

compute button.png

 

This will open the Compute Price from Project Items form. This form allows you to calculate the price based on all Items (Products and Labor), all Products, all Labor, or you can choose specific Products and Labor:

 

computed price from form.png

 

When you choose the radio button for specific Products and Labor, click the appropriate button to choose the specific Products or Labor Items from the Project:

 

compute specific.png

 

 

select products.png

 

You can also choose which field to use to make your calculation:

 

field choices.png

 

Note: Custom Fields 6-8 are Product/Labor Custom Fields.

 

The default setting is to recalculate price automatically when anything changes in the project and is valid when using the "all" options:

 

recalculate.png

 

This means that if you delete/add Products or Labor Items that the Miscellaneous Item will recalculate its value.

Viewing/Editing/Deleting Misc. Items

 

In order to view/edit/delete Misc. Items from a Project, use the View button from the ribbon:

 

view menu.png

 

Select the Misc. Item and use the commands on the ribbon to Edit/Delete, or right-click to get options:

 

manage misc items.png

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.