We have established part numbers in our inventory with costs and selling prices associated with it. However, when I create the estimate template I don't see an option in the advanced columns to select the selling price as one of the choices. Am I missing something?
Great job on setting up your inventory in your account! Making sure your sales forms template contains every necessary information ensures accuracy across your books. I'll be happy to assist you with this.
When adding or selecting an item on your estimate, the system automatically populates the description and amount based on the unit cost and description entered during the item's setup. You also have the flexibility to modify these entries when creating the estimate. If you're unable to do so, I'd recommend making sure your file is running the program properly by following the troubleshooting steps in these articles.