Items FAQ

1. How do Items work with Estimates, Work Orders, Invoices, and Credit Notes?

Items are reusable products/services that you set up once and can use across all documents: Estimates, Work Orders, Invoices, and Credit Notes.
This saves time, ensures consistency, and keeps your pricing/tax accurate.

2. How can I create an Item to use across Work Orders and other documents?

1. Login to your Markate account.

2. Hover over Sales and click Items.

3. Click +New Item.

4. Fill out details such as:

   • Item Name & Description

   • Item Type (product/service)

   • Price, Tax %, Discount %, Cost

   • Customer Group, Item Vendor

   • Image, Notes, Link/URL

5. Mark it as Non-Taxable if needed.

6. Click Save.

Now this Item will be available when you add an Estimate, Invoice, Work Order, or Credit Note.

3. How do taxes work with Items in Work Orders?

When you set a Tax % on an Item, it will automatically apply whenever that Item is added to an Estimate, Invoice, Work Order, or Credit Note.

4. How to add a new Tax to the dropdown list for Items?

1. Go to Settings.

2. Click Tax Rates > +New Rate.

3. Enter Tax Name & Rate %.

4. (Optional) Select Set Tax as Default if you want this rate applied automatically.

5. Click Save.

5. Can I add Items directly while creating a Work Order?

Yes. You can:

• Select from existing Items (pulled from your Items list).

• Add a one-time Item manually (only saved in that Work Order, not to your Items list).

6. What’s the difference between using an Item from the list vs. adding manually?

• From Item list → Saved permanently, reusable in all Estimates, Invoices, Work Orders, and Credit Notes.

• Manual entry → Only tied to that specific document (not reusable later).

7. Can I mark some Items as Non-Taxable?

Yes, when creating/editing an Item, you can mark it as Non-Taxable. This is useful for:

• Resale items

• Nonprofit services

• Tax-exempt services

8. Why should I use the Items list instead of entering items manually?

• Saves time

• Ensures consistent pricing

• Keeps tax rates accurate

• Makes reporting and tracking easier