Things to Consider
This article is relevant for you if you do not have the Inventory or Item Categorization features enabled in your BuildOps account.
The Item List is set up during Implementation.
Prior to adding Items to the Item List, set up Sales Tax in Accounting Settings so you have the option to include a tax rate for taxable Items.
Items from the Item List are available for Technician users to select in the Mobile App (this is permissions-based).
For companies integrated with accounting software: ensure that each item is assigned a Sales & Expense GL account. Otherwise, items may not sync successfully.
Table of Contents
Item List Overview
How To Create A New Item
Item List and Its Connection To Pricebooks
FAQs
Item List Overview
The Item List includes not only tangible things like materials but also intangible entities that you need to utilize throughout the platform, such as taxes, fees, and labor.
To access the Item List, hover over your company name → click Item List.
The Item List table displays a complete list of all Items. Like other tables in BuildOps, you can create saved Table Views to rearrange the table according to your specific preferences and needs.
You can also search for an Item by typing in the Keyword Search.
While your Item List can be as simple or comprehensive as your company requires, BuildOps recommends creating a separate item for Freight. This allows you to easily select them and input accurate costs when generating and receiving Purchase Orders.
Recommended Items
Material (generic)
Labor
Fee
Truck Charge
Quote
Quote Deposit
Project Revenue
Kit (for a flat fee)
If you are a Projects customer, consider adding:
Change Order
SOV
Retainage
CO Tax
How To Create A New Item
Click ADD ITEM (upper right corner).
Fill in the data fields:
Item Name
Product Code (optional) - used for internal tracking/inventory management.
Product Code Notes:If you are integrated with an accounting software, you cannot enter special characters (e.g.,
<, >, &, ’, ").Even without accounting software integration, avoid special characters, redundant spaces, and duplicate values.
Item Description - can be the Item name or a more descriptive entry.
Unit of Measure (UOM) - e.g., each, centimeter, feet, fl oz.
Vendor (optional) - this selection does not affect purchasing logic and is not retrieved/defaulted anywhere.
Unit Cost - the cost of the Item to your business.
Sales Account* - For accounts with Sage Intacct (with WIP Recognition enabled) or QuickBooks, select the correct sales GL account.
Expense Account* - For accounts with Sage Intacct (with WIP Recognition enabled) or QuickBooks, select the correct expense GL account.
Item GL Group (for Sage Intacct accounts)
Cost Code - select a Cost Code for accurate reporting.
Cost Type - select a Cost Type for accurate reporting.
Revenue Type - select a Revenue Type for accurate reporting.
Taxable - check the box if the Item is taxable.
NOTE: For an Item to successfully sync to your accounting software, the Item must be assigned to the appropriate GL account.
Item List and Its Connection to Pricebooks
Every new item added to the Item List is automatically included in all of your Pricebooks.
If your Pricebooks have markups or ranges set up, the item will be automatically configured accordingly.
FAQs
Can I categorize my Item List?
Yes. BuildOps offers a feature called Item Categorization. Reach out to your Customer Success Manager for more information.Can Technicians access Items in the Mobile App?
Yes. With the correct user permissions configured, Technicians can access Items in the Mobile App via the Inventory section of their visit and apply them to a Technician Report while out on a Service Visit.Can I export my Item List?
Technically, yes. While you cannot export directly from the Item List page, you can utilize the Product dataset inside of the Dashboard module and export from there.