For those of you using Dtools, how are you doing a product exchange?

I know I can put a negative mark before the product price but this doesn't allow it for the labor hours.

What do you mean by a product exchange, exactly?

Why would you do this in DTools?

We use Dtools for proposals and Quickbooks for invoicing. An exchange would be handled in Quickbooks.

The only way to show this is to create a revision to the project. You can then delete the old item and add the new item. Then you can run a revision report to show the delta.

We have a package we sell to a builder but the homeowner wants to add more product necessary for a controller upgrade. I was looking at showing a negative on the included controller and adding the upgraded controller.

It's still in the proposal stage.

For quick and easy

you can do it in Misc. Items and write a lot more in its description...caveat is that Tax is not added to Misc. Items so notate and include it in the line item/description

This would best be handled by creating a new revision and comparing the original vs the one that has the extra parts. It will produce a change order with the differences, including negative quantities and additions

THIS is spot on. But the procedure is convoluted if you've never done it.

Once you have a signed proposal, click "check out proposal" (but don't open the proposal).
Then right click "create revision". (Important - do this for every deal you close).
In the bottom section, select Revision.
Click Compare - pop up window shows your original plus all revisions. Select the original plus current revision.
Navigate to the top - Reports
Select Change Order.
Print to PDF or printer.

DTools is not intuitive in this regard, but change orders are the only way to track your project from start to finish.