Quotes - Items


Creating a New Item

To create a new item, see Items-Creating a New Item from Scratch.


Creating a New Item from a Template

Step     Action

  1.       Select arrow icon on the right-hand side of {New} under Items. Select 

            {New From Template}. An {Add Job Template} modal window will open.

  2.       Select templates to be added by checking box to left-hand side of the item's 

            Group. To add all items, check box on the left-hand side above Group column.   

       

  3.       Select {Add}. 


  4.       A results window will pop-up to confirm the items have been created 

            from template. 


  5.       Select X to close pop-up window.