Concept1 min read
Items and what quote lines are built from
The item catalog is the Items screen, with a Create form to add one.
Viewing it takes View on Item. Items are what quote and worksheet lines are built from, and what supplier pricing attaches to. Coverage - how much of a roof measurement one unit of an item covers - is derived from each item's own name and unit, so a newly imported catalog starts autofilling quote quantities without anyone classifying it.
Who can do this
Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.
- View on Item
Was this article helpful?
Related articles
- Supplier integrations and material catalogsFour suppliers connect to Trussi, all set up from the add-ons catalog at Settings › Add-ons.
- Supplier recordsSupplier records live on the Suppliers card of the Custom Fields screen under Settings, with Add to create one.
- Where the overhead percentage is setThere are two separate overhead settings, and which one you want depends on whether you are pricing a quote or measuring job profitability.
- Entering measurements by hand or uploading a report you already haveYou do not need a provider integration to get measurements onto a project.