- Find the item with the keyword search or by browsing the list.
- Hover over the row and click its three-dot menu.
- Select Edit.
- Change any field.
- Click Save.
Changes take effect immediately for every new line item that uses the item. Line items already on jobs and invoices keep the name, description, price and quantity that were copied when they were created — editing the catalog item does not rewrite existing documents.
Note: Changing Unit Cost records a new dated cost entry rather than overwriting the old one, so cost-based reporting on past work stays accurate.