Item Upgrades are optional add-ons you define on an item — like decorative pots, wraps, or special treatments — that can be applied to order lines. Each upgrade carries its own pricing, and applied upgrades are included in the order’s subtotal, total, and tax calculation.
Configuring Upgrades on an Item
Open the item from Products → Items and find the Upgrades section on the Details tab. Click Add Upgrade to create one:
| Field | What it does |
|---|
| Name (required) | What the upgrade is called on orders |
| Category | Optional grouping — pick an existing category or type a new one |
| Flat price / Markup % | Choose the pricing mode: a fixed amount, or a percentage |
| Flat Price | The per-unit charge (flat mode) |
| Markup % | The percentage applied to the line’s base amount (markup mode) |
| Material Cost | Optional — feeds cost tracking, not the customer price |
| Labor Minutes + Labor Type | Optional — set both or neither; feeds labor cost tracking |
| Default for this item | Automatically includes this upgrade on new order lines for the item |
| Exclusive in category | Only one upgrade from this category can be applied at a time |
Use categories with Exclusive in category for either/or choices — for example a “Container” category where a line can have the ceramic pot or the woven basket, but not both.
Applying Upgrades on an Order
On the order’s line items grid, click a line’s Upgrades cell to open the upgrades dialog for that line. From there you can:
- Add a configured upgrade — pick from the upgrades defined on that item and click add. Upgrades marked Default for this item are already on the line.
- Add an ad-hoc upgrade — enter a Name and Price for a one-off charge that isn’t configured on the item.
- Override pricing for this line — change an applied upgrade’s Pricing mode, Price, or Markup % and apply it. The override affects only this order line.
- Remove an upgrade from the line.
Each applied upgrade shows where it came from — an item default, added by a user, or ad-hoc — and the dialog shows the resulting Upgrade adjustment amount for the line.
How Upgrade Pricing Is Calculated
- Flat price: the flat amount × the line’s unit quantity.
- Markup %: the percentage × the line’s base amount (unit quantity × the line’s unit price, honoring any price override on the line).
Upgrade adjustments are included in the line’s extended amount, the order Subtotal and Total, and the taxable base used for sales tax.
Quick Reference
| Question | Answer |
|---|
| Where do I define upgrades? | Item Details tab → Upgrades section |
| Where do I apply them? | Order line items grid → the line’s Upgrades cell |
| Can a line’s upgrade price differ from the item’s? | Yes — override pricing per line in the upgrades dialog |
| Do upgrades affect tax? | Yes — they’re part of the taxable base |
| Do portal customers choose upgrades? | No — upgrades are applied by your team on orders |
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