Retail items on Quote need to be retail and each

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Dusty Levitt

• January 15, 2024 00:44

Hey all

I have entered a new item into my Flex instance as a "non-serialized Model" and I am having issues getting it to show up properly on the quote. 

I want to create a "Custom Steel Gobo" retail item. When I "Edit the Inventory Model" I select what I think is the appropriate settings for this item, "non-serialized model" on the preset and Expendable set to "yes". 

My hope is that I can create an item that when dragged over to a quote will show up defaulted as a "retail" type and rate is "each." Is there some setting that I am missing here? 

Under the item, the pricing tab only has "each" enabled with a check box and a price and yet it still shows up on a quote as "rental" with no rate when I drag it over. 

Any help would be appreciated. Thank you

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  Sander Krouwel

  • February 03, 2026 09:36

  Hello Dusty, I ran into the same issue.......

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  Aaron Horn

  • February 03, 2026 19:56

  Hey Dusty and Sander,

  You're possibly missing 2 steps.

  Step #1:
  Make Retail resource type your default expendable type. (Note only 1 resource type can have this set to yes.)
  Main Menu > System Settings > Resource Types
  

  Step #2:
  Make sure the desired pricing model (e.g., Each) has Retail added as an applicable resource type.
  Main Menu > System Settings > Pricing Models
  Reply back if you need additional help.

  Aaron Horn
  Flex Consultant (endorsed by Flex)
  aaronjhorn@gmail.com

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