How to Add Production Notes and SKU to Line Items
Learn how to add a SKU number and internal production notes to any line item in Bolster, then save the changes to your catalog.
More in Estimating
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- How to Create a New Estimate
- How to Add an Item to an Estimate
- Sending an Estimate in Bolster
- How to Duplicate an Estimate
- Client Notifications & Activity Tracking
- Manually Accepting Proposals
- How to Change the Salesperson on an Individual Job
Working in the estimate
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- How to Toggle Column Visibility
- How to Resize Columns in the Estimate View
Pricing & markup
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- How to Adjust Profit Markup
- Change Profit Margin Per Line Item
- How to Add a Fee-Based Item
- How Discounts Work in Bolster
- Adding tax to estimate pricing
- Custom Labor Rates & Time Tracking
- Adding Detail to Labor Costing of Items
- Creating a Custom Calculation for Items in an Estimate
Minimums & base costs
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- How to Add a Labour Minimum or Base Cost
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- How to Add Base and Minimum Materials Cost
Materials & production
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- Material Tab Overview and Process
- Production Tab For Items
- How to Split Labor and Material Items
- How to Add Production Notes and SKU to Line Items
Takeoff tool
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- Using the Takeoff Tab for Dimension Input
AI estimating
Overview
You can add a SKU number and production notes to any line item. The SKU can correspond with a material or ordering information, and production notes are internal only -- they are never visible to the client.
Before You Begin
- Identify the line item you want to add a SKU or production notes to.
- On the line item you want to update, click the cube icon.
- Scroll down to the Production section.
- Enter the SKU number for the line item to correspond with any material listed, or with ordering information.
- Add any production notes. These are internal notes only and are not visible to the client.
- Save the changes to this line item into your catalog.
Tips & Best Practices
- Internal Use Only: Remember that production notes are not visible to the client, so they're safe for internal ordering or production details.
- Optional Feature: You may or may not want to use SKU and production notes depending on your workflow.
Why This Matters
- Lets you track SKU and ordering information alongside a line item without exposing internal details to the client.
- Gives your team a place to store production notes directly on the line item for future reference.
Summary
To add a SKU or production notes to a line item, click the cube icon, scroll to Production, enter the SKU and any notes, then save the changes into your catalog.
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