New items (on orders, quotes, and products) can be added in multiple ways from the Items table:

• Quick Add
• From Template
• From Scratch
• From Group Template

Existing items can also be inserted.

Items - Quick Add:

Quick add allows for the product item to be created using a simplified form. 

For more information, see Items - Quick Add.

Items - From Template:

Step     Action

  1.       Select {New} under Items and then select {From Template}. An {Add Job Template} 

            modal will open.

  2.       Select templates to be added by using the {+} button to left-hand side of the item's Group.     

  3.       Select {Add}. 

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

Items - From Scratch:

From Scratch allows for the product item to be created from the Item Edit page, where every detail is available. For more information, see Items - Creating a New Item from Scratch.

Items - From Group Template:

Group Template allows for a preset group of items to be added. For more information, see Group Templates.

Step     Action

  1.       Select {New} under Items and then select {From Group Template}. An {Add Group 

            Products} modal 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 that have been created from template. 

Items - Insert:

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

Step     Action

  1.       Select {Insert} under Items. An Add Item modal window will open.

  2.       Select items to be added by using the {+} button to the left-hand side of the Item #.

  3.       Select {Add}.  A results window will pop-up to confirm the items successfully added to the 

            order.