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Setting up a price code for an item

Setting up a cost category for an item

Changing an existing item in the standard database

Setting up a new item

To set up an item:

  1. Open the Database Item window in one of the following ways:

    • On the ribbon, from the Elements group on the Data tab, click  Items.
    • In classic view, click Database menu > Items.

  2. In the Database Item window, click [Add].

  3. Complete the fields on the tabs. You can use [Copy] and [Prefill] for this purpose. At a minimum, you need to complete the Phase/Item, Description, Takeoff unit, and New Category fields to set up a new item.

  4. To enter a new category, click the first New Category button on the Pricing tab and choose a category from the list. You can select up to five categories for an item.

  5. When you finish setting up the item, click [OK] to save it.

  6. Set up additional items in the same manner. When you finish, click [Close].

Tips:  

  • After you set up your items, you can print the Items report from the Reports tab > Database Reports group (or Reports menu in classic view) to check them.
  • If you assign a crew to the item in the Crew field, you cannot enter labor or equipment prices for the item because Sage Estimating (SQL) will calculate item prices using the crew and the rate table specified for the estimate.