How to save templates and set priced items to your catalogue, saving time when creating quotes, invoices and supplier invoices.
From your home screen, navigate to the Settings cog in the top right.
From the settings menu, navigate to the Products & Auto-Complete page.
Make sure you have the Product Catalogue turned on and head to the Product Catalogue tab.
Then from here just click the Add new to add an individual item to the Product Catalogue.
Now when adding an item there's a few of fields you need to fill out:
Product Name: The description of the work you're carrying out or the description of the materials you are using.
Price: The cost of the job/material.
Use Cost Price: Allows you to enter a cost price for your wholesalers price, then apply markup for your sell on price
Markup Type: Choose whether you'd like to markup through a percentage or flat value
Markup: How much or what percentage markup you want to apply
(If you don't have Use Cost Price switch turned on, you'll just have the price option to enter)
Product Category: Will only be visible if activated within the "Product Categories" settings, or unless you've got CIS enabled within Powered Now
SKU: this can be used as a catalogue number to locate easily. for example:
lab1 = 1 hour labour
CP12 = for a Gas Safety Certificate
Tax Rate: some materials or pricing items will have different tax rates, here you can change that
Product Link: If you want to add a link for your customer to view the product on the wholesalers website
Used for expenses: This should be enabled if you're recording costs within your expenses within Powered Now.