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How to edit a Product, Service, or Custom Product

Edit the information, quantity, price and notes on Products, Services and Custom Products within a Project.

Paxton Willard avatar
Written by Paxton Willard
Updated over 3 weeks ago

How to edit a Product, Service, or Custom Product

Price change on a product? Just now got the shipping cost from your vendor. Want to add additional notes or descriptions? Edit products, services, and custom products with ease!
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Click on the pencil icon in the upper right-hand corner of the item you wish to edit.

Make any changes you wish to make then click "Done."

**Note** If the Pricing fields are greyed out and not editable, be sure to see if the product is locked. Learn more about locked products.

Simply click the lock to unlock those fields and change any information!

If you need to edit information on the product itself (vendor, manufacturer, finish, dimensions, product name, etc.) click "Edit Base Product."

Edit any information then click "Done!"

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