Line items¶
Why this matters¶
A line item is a detail row inside a quote or invoice: a product, its quantity, its price, its tax. Every quote and invoice has one or more line items; the document totals are calculated from the sum of the lines.
Understanding the line structure lets you build clearer quotes and avoid errors the customer will notice later.
Anatomy of a line item¶
Each line has these fields:
- Product — selection from the catalog (optional). Picking one autofills description and price.
- Description — what this line includes. It's what the customer sees on the PDF.
- Quantity — number of units.
- Unit price — the cost per unit, in the document's currency.
- Discount — optional, in percentage or fixed amount.
- Tax — the one applied to this specific line.
- Line subtotal — quantity × price − discount, before tax.
ZaazCRM calculates the subtotal and the line tax automatically, and sums everything at the document footer.
Add, move, and delete lines¶
- Add: Add line button (or the
+icon) at the bottom of the table. - Move: drag the line up or down using the handle (lines icon on the left).
- Delete: trash icon at the end of the line.
Catalog product lines vs. free lines¶
- Catalog product: pick from autocomplete. Description and price autofill but you can edit them. Advantage: consistency.
- Free: don't pick a product, type everything. Useful for one-off services or special adjustments. Downside: two sales reps might charge different prices for the same thing.
If a product/service repeats, create it in the catalog and stop typing it freely.
Section subtotals (when supported)¶
Some long quotes are organized into sections (for example: "Hardware", "Licenses", "Services"). If your template supports it:
- Add a section heading line between the detail lines.
- ZaazCRM shows per-section subtotals on the PDF.
Watch out for¶
- Don't put long comments in the description. The line is the "what you charge". Extra notes to the customer go in the Notes field of the quote or invoice, not stretched inside the description.
- The discount applies to the line, not the total. To discount 10% off the entire quote, apply 10% to each line.
- Changing a line's price after sending the document confuses the customer. If they ask for changes, create a new quote.