Request Add to Central UPC

In Ediphi, a Non-Admin user has the ability to request a line item be added to the Central UPC from their own list of line items in My UPC. We will cover the steps on how to request this, as well as how to add new line items to your My UPC and approve line items to be added to the Central UPC as an Admin.

In this article

• How to Add a Line Item to My UPC
• How to Request a Line Item be Added to the Central UPC
• How to Approve a Line Item be Added to the Central UPC (Admins)

How to Add a Line Item to My UPC

Within a project, Non-Admin users with Write permissions to Estimates have the ability to add a line item to their My UPC.

1. Open an Estimate.
2. Within the Line Items tab, right-click on any existing line item.
3. Click Insert Line Item, and a new line item will appear titled [New Item].
4. Double-click the item's Description, and rename it as needed. Click away to save the item’s Description.
5. Right-Click that newly created item and select "Add to My UPC" or "Add Selected Line Items to My UPC."
6. Navigate to the UPC at the top right of the screen. From here you will now see the line item(s) that you have added to your My UPC.

How to Request a Line Item be Added to the Central UPC

Within a project, Non-Admin users with Write permissions to Estimates have the ability to request a custom line item from their My UPC be added to the Central UPC. Before requesting a line item be added to the Central UPC, you must have existing line items in your My UPC.

1. Click on the UPC at the top right of the screen.
2. Right-click the line item you wish to request be added, and select "Request Add to Central UPC."
3. The status will now be in "Pending Approval", awaiting an Admin to approve or delete the submitted line item.

How to Approve a Line Item to be Added to the Central UPC (Admins)

Global Admins have the ability to Approve requested line items be added to the Central UPC.

1. Click on UPC at the top right of the screen.

2. 

   In the top-center of the page, select Pending Approval. All pending line items will appear in this tab.

   

3. Right-click on the line items that will be approved or deleted.

4. Select "Add to Central UPC" or "Delete Product". If approved and added to the Central UPC, the items will now be listed as active products.

   

If you have any questions, feel free to contact our support team, and we'll be happy to help!