How to Add an Item to a Proposal in Bolster

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:

• 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:

• Material cost?

• Labor cost?

• Subcontracted? or combination?

• For this example, select Material Costs only.

4. Modify Unit and Price:

• Click on the unit icon highlighted below

  

• Make a selection from the side menu

  

• Enter unit price.

  

5. Add to Catalog (Optional):

• You can add this new item to your catalogue for future use?

  

6. Done and Exit:

• 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.