Items
Calculating margins and managing costs
Toolcie lets you assign costs to each line item on your quotes and invoices. These costs reflect your expenses. For example, for a product, the cost might be the tax-excluded purchase price, packaging costs, or delivery costs.
How do I complete a bulk import and export of items?
Toolcie allows you to do a bulk import and export of your products and services. Before starting Here is what you need to know before starting this process: To carry out this process, you must use a spreadsheet in an application such as Microsoft Excel or Google Sheets, saved or…
How bundles of items work
You can create bundles of items, also called bundles of products and services. These bundles can be used in your quotes and invoices. There are two ways of adding a bundle to a document: Inserting just the bundle’s items Inserting the bundle with its items These two…
How do I add or remove units of measure on quotes and invoices?
You can add or remove the units of measure of your choice directly in editing mode for a quote or invoice by clicking “Manage” at the bottom of the units list. You can also access this setting directly from the main menu “Settings > Units”.
Contact us
Our team will get back to you as soon as possible.