At the Order level the New menu button allows you to add items to your order quickly in a number of different ways.

Option 1: Quick Add

The Quick Add option presents all of the necessary fields to create order item in one window.

You can add a Template to the Quick Add screen which pre fills the window with the template data. This allows you to quickly change the name, quantity, and make any other customizations necessary to meet your clients request all in one window. 

For more information, see Items - Quick Add.

Option 2: From Product

The From Product option allows you to add an existing Product to your order. The Product will be added as a line item and can be edited by clicking on the item number and then entering Edit Mode in the item screen view.

Option 3: From Template

The From Product option allows you to add an existing Product to your order. The Product will be added as a line item and can be edited by clicking on the item number and then entering Edit Mode in the item screen view.

Option 4: From Scratch

The From Scratch option opens the item page view where you can enter the specs for the item you are quoting. This is a great option if you would like to skip the Quick Add step and move right to the item view. For more information, see Items - Creating a New Item from Scratch.

Option 5: From Group Template

The From Group Template option allows you to add a set of grouped items to your order. For more information, see Group Templates.

Option 6: Insert

To the right of the New menu button you will find the Insert option. Insert allows for existing items (order, quote product, and group templates) to be added as items. The new item will retain details from the original item inserted including: stock, pricing, commission, etc.

Insert allows for existing items (from products, orders, orders, or group templates) to be added as items. The new item will retain details from the original item inserted including: stock, pricing, commission, etc.

Once you click on Insert you will see an Add Items window. On the left side of this window you can Search for different items using Type as a starting point to determine which type of item you are looking to add.

The Customer Name and Number field will default to the customer that the order is for, so if you are looking to repurpose an item from one customer to another you will need to click Clear to the left of Search at the top of the window.