Database Management Overview
Understanding the Database Structure:
- The Database Module stores essential information such as materials, labor rates, concluding payroll classes, assemblies, chained items, Template libraries, CSI, Cost & Accounting Codes.
- You can keep separate databases, for example one per office or region. Each project uses one.
- Each database has its own currency and measurement system (Imperial or Metric). The measurement system is set when the database is created and can’t be changed.
- Everyone with access works from the same items, rates, & templates, so estimates stay consistent.
- Suppliers are managed separately under Suppliers in the top menu and are shared across all your databases.
Adding New Items:
- Navigate to the Database tab and click “+ New Item”.
- Enter the item name, description, unit of measure, and default cost.
Editing and Updating Items:
- Modify existing item details, pricing, and categorization.
Cloning Master Items
- Create a new item from an existing one without starting from scratch. Cloning is useful for similar products, such as the same item in a different size, finish, or manufacturer.
Deleting Items:
- Remove outdated items to maintain a clean database.
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