Quotes - Items


Adding an Item

A New Item can be added to a quote from a template, from scratch, or from a group template. Existing items can also be inserted.


To Add a New Item from a 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. 


To Add a New Item from Scratch, see Items-Creating a New Item from Scratch.


To Add a New Item 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. 


To Insert an Item:

Step     Action

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