Adding Line Items
In Ediphi, adding line items to your estimate is a crucial step to ensure your data stays accurate and complete. We've improved this process to make building your estimates faster, easier, and more efficient.
In this article
Note: To learn more about the upgrades to the Line Item Adder, please review our What's New with Adding Line Items article.
How to Add Line Items
- Open an estimate in Ediphi.
On the top menu bar, select Add Line Items.
The "Add Line Items" modal will appear. Here, you can search and select your line items.
Pro Tip: Use the Column controls, Filters, and Group By function to better visualize your line items.
- After selecting your line items, you'll be presented with 2 options: Add Line Items to Estimate or Review Line Items.
- Add Line Items to Estimate: Click this button to quickly add the selected items to your estimate without reviewing them.
- Review Line Items: Click this button to review and edit your selected items before adding them to your estimate.
If you click on Review Line Items, you will be taken to another modal, where you'll be able to edit your selections.
- After making your edits, click Add Line Items to Estimate. The selected line items will now appear in your estimate.
FAQ
- If I leave the Line Item Adder window, will my filters and columns be the same when I return?
Yes! Every filter, column, and group selected in the Line Item Adder window will be configured and saved to your user in Ediphi.
- Can I filter to show Assemblies only?
Yes! Navigate to the Filter controls on the right-hand side and click on Source. Here you can select Assembly or Line Items. By default, the platform will carry over the entire assembly. You can choose to select the entire assembly or just the one line item selected via the Add As Assembly column in the Review Line Items screen.
- I am not seeing the Alternates column in the Line Item Adder window. How can I add it?
To assign line items to an Alternate in the Line Item Adder window, first ensure you have created at least one Alternate in your estimate. Once the Alternate is set up, reopen the Line Item Adder. On the Review Line Items screen, you'll see the Alternates column available for assignment.
- I would like to make copies of the same line item, so it appears more than once on the estimate from the Line Item Adder window. How can I do that?
To make copies of line items in the Line Item Adder window, simply navigate to the Line Item Count column and click on the plus sign to add more copies.
If you have any questions, feel free to contact our support team and we'll be happy to help!