This article provides a step-by-step guide on adding a new item to a proposal in Bolster, specifically for items not currently in your catalog.
Step-by-Step:
1. Add Item:
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Click on the Add Item button to add a new row for the item.
2. Add Item Details:
- Click the item icon to open a modal to enter item details.
- Such as Attributes/traits, Optional: add image, Unit price.
3. Cost Type:
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Material cost?
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Labor cost?
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Subcontracted? or combination?
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For this example, select Material Costs only.
4. Modify Unit and Price:
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Click on the unit icon highlighted below
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Make a selection from the side menu
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Enter unit price.
5. Add to Catalog (Optional):
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You can add this new item to your catalogue for future use?
6. Done and Exit:
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Once all details are entered and reviewed, exit to complete.
By following these steps, you can efficiently add a new item to your proposal in Bolster, ensuring all necessary details are accurately captured.