Sometimes you need to quote equipment that isn't in SetSale's master database — a specialty unit, a local-only brand, or an off-book item. You can still add it manually.
How to Add Custom Equipment
Option 1: Upload via Price Book
Go to Settings > Equipment.
Click Upload Pricebook.
Upload your distributor's PDF or use the Excel template to include the custom model numbers and pricing.
SetSale's AI will attempt to extract model numbers, types, and pricing. If the system doesn't recognize a model, it will be flagged as Custom Equipment.
Option 2: Add Manually
Go to Settings > Equipment.
Click on a custom item to edit its details.
Manually enter the model number, equipment type, pricing, and any relevant specs.
What's Different About Custom Equipment?
SetSale's master database automatically pulls in AHRI numbers, spec sheets, warranty info, and brochures for recognized model numbers. For custom equipment, you'll can add these details yourself.
Custom equipment still works in quotes the same way — it just won't have the auto-populated documentation until SetSale adds that brand to the database.
Tips
If you're frequently quoting equipment that's not in the database, let us know at [email protected]. Our team is always adding new brands.
You can still use custom equipment in quoting. It may be classified as "Other" until we've added it into our system.