Ensure you are on "Item" from the left-hand side of Catalog.

Click on "Create Item" from the left-hand side of your page.

You may notice that some fields have a drop-down selection; see the following types that you can apply to line items:

Type: Labour, Material, Other

​Markup Type: Absolute, Percentage

​Unit Type: Hour, Each, M2, LM

PC/PS: Prime Cost, Provisional Sum

Once you've created your items, you can move on to specifying unit cost, markup, and tax per zone.

Default Configuration: This will be the benchmark for all zones. Use the padlocks to define which fields can be edited by other users when quoting.

An unlocked padlock means this field can be edited by users once the line item is added to a quote/variation.

A locked padlock means this field cannot be edited by users once the line item is added to a quote/variation.

Creating Your Item and Publishing
Once you've completed your item, use the "Create" button in the top right-hand corner of the page.
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You will need to assign it to your team.

This saves your line item as a 'Draft'.

When you're ready for the item to be used, you can change the status to "Published" to make the line item available for users to quote.

When making changes, don't forget to hit "Save".

Why can't I see my newly created Catalog Items when I search for them on a Quote/Invoice?