QUICK STEPS
Setting up freight:
Confirm the unit of measure on the product (e.g., square feet, square yard) before entering a freight rate — freight is charged per unit of measure, not by roll, piece, or case.
Enter the freight cost based on that confirmed unit.
Converting a non-inventory product to inventory:
Click the cogwheel on the product and select Convert to Inventory.
The product can exist on both lists at once — one for special-order products, one pulling from active inventory.
Double-check UOM, coverage, and units are all correct before saving.
Save — this creates the product's inventory record.
TIPS:
💡 Getting the freight unit wrong skews material costs on every quote — it's a common setup mistake, so always confirm the unit first.
💡 Converting to inventory doesn't require recreating the product from scratch, and keeping both versions is normal.
Remember: Freight follows the product's unit of measure exactly — mismatch here quietly throws off costing across every quote using that product.