New order items can be added in multiple ways:

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


Existing items can also be inserted.


Items - Quick Add:

To add a new item using Quick Add, 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 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 - From Scratch:

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


Items - From Group Template:

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:

Step     Action

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


  2.       Select templates to be added by checking the box to the left-hand side of the Item #. To add 

            all items, check box on the left-hand side above Item # column.    



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

            order.