What You Can Do in Orders
Use the Orders section to:
Add and manage line items
Adjust quantities and pricing
Apply markups and labor
Review totals and profit calculations
Organize items into categories or groups
⚠️Before You Begin Make sure you have:
Confirmed your Markup and Tax settings are configured correctly
Accessing Orders
You can access the Orders section located on the left-side navigation panel.
💡Pro Tip: While you can edit your existing items and sections within the Portal tab, you must be in the Orders tab to actively add new items to your proposal.
Adding Sections
Sections help organize your line items into clear groups, such as Ceremony, Reception, or Rentals.
To add a new section:
Click + Add Section in the top-right corner.
A new section will appear with the placeholder text + Section title.
Click + Section title to open the Section Edit Panel on the right side.
Use the panel options to rename and customize the section.
💡Save Time with Order Templates! Want to skip the manual setup? Click the Order Templates dropdown button at the top of the page to quickly apply a pre-saved template and build out your entire proposal in seconds.
(Learn more about creating and using Order Templates)
Section Edit Panel
The edit panel gives you full control over how your section looks, behaves, and calculates on the final proposal. Here is what you can customize:
Section Name & Description: Give your section a clear title and add any necessary details or context.
Section Category: Assign a category to help organize your services.
Images: Upload images to visually enhance the section (these will be visible to your client in the Portal view).
Visibility Settings (Toggles): Customize exactly what your client sees using the following toggles:
Show section per person pricing: Automatically divides the section's subtotal by the event's "Guest Count" property.
Show section total: Displays the total cost of the section right next to its name.
Show line items: Reveals the individual line items housed within this section.
Show line items Qty & Pricing: Three individual toggles that allow you to show or hide the Quantity, Price, and Subtotal of your line items.
Center Line item name and description: Centers the text for all item names and descriptions within that section, giving you another way to customize the visual layout of your proposal.
⚠️Important: Choosing to hide the quantity, price, or subtotal from the customer's view will not affect the grand total or the final invoice amount.
Adding Line Items
Line items are the core of your proposal, encompassing everything from photos and descriptions to quantities, pricing, and taxes. Here are the different ways you can add and manage them:
Click the + Add Line Item button to create a brand new item from scratch.
Add Staffing: Located next to the line item button, this option lets you add labor costs. (Interested in this feature? Check out our Add-ons page to start a free trial!)
Import from Catalog: Click this option to pull existing items directly into your order. (Learn more about Managing Your Catalog)
Inline Editing: Once a line item is created, double-click directly on the line to quickly edit the Name, Description, Qty, Price, and Tax right from the main view.
Catalog Search: Click the Magnifying Glass icon in the item name column to look up and insert an item straight from your catalog.
Quick Actions: Click the Three-Dot menu on the far right of any line item to Duplicate, Save item to Catalog, or Remove from order.
💡Pro Tip: Saving to Your Catalog When you choose "Save item to Catalog," Curate saves all the details currently attached to that item on your proposal, including its fully built-out recipes!
To edit an item in greater depth, click the Edit Line Item button. 
This opens the Edit Panel on the right side of your screen, featuring the Item Details and Recipes tabs.
Edit Panel: Item Details Tab
This tab houses all the primary settings and financial details for your specific item. Here is a breakdown of what you can view and customize:
Product Name: The title of your item.
Description: Client-facing details about the product or service.
Status: The current phase of the item (See the Status section below for more details).
Qty: The number of items needed.
Unit Price: An editable field where you can set the final price you want to charge.
Your calculated Suggested Retail Price (SRP) is displayed just below—hover over the tooltip for the math!
Taxable: Toggle whether this item is subject to taxes. (Learn more about Tax Rates)
Subtotal: Automatically calculated as Qty x Price (Not editable).
Assigned Cost: Manually enter your expected cost (Editable).
Est. Cost: Automatically pulls the total cost directly from your built-out recipe (Not editable).
Markup Profile: Apply a specific markup strategy to ensure profitability. (Learn more about Applying Markups)
Account Code: Assign specific accounting codes to products for detailed reporting.
Category: Group your item into a specific service or product category.
Images: Upload photos to visually showcase the item to your client.
Production Notes: Add internal instructions for your team to use during fulfillment. (Learn more about Production Notes)
Line Item Statuses
Every line item can be assigned a specific status depending on how you want it to behave on your proposal and internal documents.
Live: The standard status. These items are visible on the client's Portal view and are fully factored into the order's grand total.
Possibility: Perfect for pitching add-ons, upgrades, or options. These items are visible to your client but do not factor into the order total, nor are they included on internal prints or reports.
Portal Note: Clients will see the following message above these items: "Below are all of the items that you can choose to opt into. They are not currently factored into the total. Please notify me of any items you wish to include so that I can update your proposal."
Draft: Use this for items you are working on but aren't ready to publish. They are hidden from the client, do not factor into the order total, and are completely excluded from prints and reports.
Internal: These items are strictly for your team behind the scenes. They appear in real-time within your Workroom, Shopping Lists, Event Prints, and Reports, but remain completely hidden from the Client Preview, the Curate Portal, and Portal PDF downloads.
Bulk Edit
Need to update multiple items at once? The Bulk Edit feature allows you to change item properties with ease, saving you from making repetitive changes.
How to Select Items: * Individual: Click the checkbox next to any line item.
By Section: Click the checkbox next to a Section name to instantly select all the items housed within it.
Select All: Click the master checkbox at the very top of the page to select every item in the entire order.
The Action Bar: Once items are selected, a menu bar will appear at the bottom of your screen with the following options:
❌ (Deselect): Clears your current selection.
[#] Selected: Displays the total number of items you currently have checked.
✏️ Edit: Opens the panel to modify the properties of your selected items.
🗑️ (Trash): Deletes the selected items from your order.
What You Can Bulk Edit
When you click ✏️ Edit, you can instantly update the following properties for all selected items at the same time:
Status
Section
Quantity
Account Code
Category
Markup Profile
Tax Rate
💡Don't forget: Once you've selected your new properties, be sure to hit Save at the top right of the panel to apply your changes!
Additional Organization & Editing Tips
Quick Edits from the Portal: You don't have to jump back to the Orders tab just to make a tweak! You can edit existing items and sections directly from the Portal view by clicking the Pencil icon next to them. This will bring up the exact same edit panel you use on the Orders page.
Drag and Drop: Need to rearrange the flow of your proposal? Simply click and hold the drag handle on the far left side of any row to reorder your items and sections.
Deleting Sections: If you need to remove a section entirely, click the Three-Dot menu located on the far right of the section header and select the delete option.
Quick Add: You can also hover and click the + button located at the bottom of any existing section to instantly insert a new section directly below it
What's Next? Mastering Recipes
Now that your items are set up, it's time to build out the details! While you can access recipes directly within the line item edit panel (under the Recipes tab), Curate also provides a dedicated Recipe page within the proposal for a larger, more focused workspace.
👉 Proceed to our Recipes Article to learn everything you need to know about how recipes work and how to build them!