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May 8, 2020
Question

Estimates - Item amounts not appearing

  • May 8, 2020
  • 1 reply
  • 0 views

When I create an estimate and I choose an item from my item list the amount does not show up on the estimate.  However, the amount for the item appears on all other reports.

 

What could be the problem.

1 reply

May 9, 2020

Hey Strudel,

Using estimates is not only a great way to save time, it also helps keep an eye on what you might need inventory wise. Whenever you make any kind of order, invoice or estimate the information you see is directly related to the template you have selected. Want to know the best part? You can completely customize it how you want! Don't worry, I have your back through this.

You'll be prompted to make a copy, that way there's always a base to go back to. When you want to customize any aspect of your templates then you just need to follow the steps in this link.

To include item quantity you'll just need to follow these steps:

1. When in estimates click the formatting option at the top.
2. Click customize data layout.
3. Click on column.
4. Select what you want to show on the template

Once the information is selected you'll just need to make sure that template is assigned to the estimate.

Hope you have a great weekend.

StrudelAuthor
May 9, 2020

The item amount shows as zero even though there is an amount set up in the items list