Adding Custom Items

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So, why use custom items? This is perfect if you want to permanently add things like parts, accessories, or any non-appliance items to quotes and orders. These could be range cords, trim kits, hoses, or honestly... anything at all. If it’s something you sell regularly — and you want it to be able to easily add it to your orders — this feature is for you.

First things first, let’s add your custom brand. On the sidebar, click on Settings.

Under Basic Settings, choose Product Catalog.

Then go to the Brands tab, and hit + Add Custom Brand.

You’ll see a pop-up — just type in the Brand Name,

click Save,

And your custom brand is now in the list!

Next, let’s set up your custom category. Still in the Product Catalog, switch to the Categories tab.

Click + Add Custom Categories.

When the pop-up shows up, fill in your Category Name.

Then add a Subcategory.

You can create a new one right here too!

Once you’re happy with it, click Save.

Scroll down, and you’ll see your shiny new custom category right there.

Now let’s add the actual item so you can use it in quotes. Head over to the Inventory page,

and click Register Model Number.

A pop-up will appear — here’s what to do:

Type in the Model Number.

The Model Details will auto-fill

Add the Model Name

Optionally, enter the UPC Code

Then choose the Brand — make sure it’s the custom brand you just added.

Pick the Appliance Type and Subcategories you created earlier

Done? Hit Save, and your custom item is now registered!

Alright, time to put it to work. Let’s add the custom item to a quote. Open a quote and click + Line Item

Start typing the Model Name you just added

It’ll pop up — go ahead and click it

Since it’s a custom item, you’ll need to manually enter the price.

One last thing before checkout — we need to add a fulfillment type. Click + Add Fulfillment Type

Since this is a custom item, choose Custom Install.

Just give the install a name — and a price if you wish.

Click Save

That’s it! Now you can proceed to payment,

and the custom item will be part of your order.

There ya go! Ready to rock and time to chill out, yeah? Thanks for watching — and we’ll see you in the next one!

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