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The following is an example of how to digital item, such as Pads of 50 - 4.25 x 5.5 Black/0 using Quick Add function.


Note: This example will utilize quick add for creating each item but the same basic process would be used if creating the items From Template or From Scratch.


Before an Item can be added, a quote or order must first be created. 


  1.       From the Item table on the order/quote, hover mouse over {New}and select {Quick Add} 

            from the drop-down.  A Quick Add Item modal will open.

  2.       Complete field values with the following:

FieldValue
NameNote Pad - 4.25 x 5.5
Description4.25 x 5.5, Black/0, Padded in 50's
Stock1. Select {Add Stock}. An Add Stock modal window will open.
2. Select 'Relay Multi-Purpose 20# - 20lbs - 17x11 - White' by checking box on the left-hand side.
3. Select {Add}.
PressSelect 'Digital B/W' press from the drop-down.
Sets50 - Enter the number per pad, in this example it is pads of 50.
Run Size11 x 17
Flat Size4.25 x 5.5
Finish Size4.25 x 5.5
On4
Order Due OptionsSelect {5 Days}. All the Due Dates will pre-fill based on the Order Due Option selected.
QuantitiesEnter 100 in Quantity field.

Additional pricing quantities can be added as needed.

  3.      Select {Save}.


Once the item has been created, a department item will need to be added.


Step     Action

  1.       Select both items by checking boxes to left-hand side of Number column on Items table.

  2.       Select {Bulk Actions} under then {Department Items} from the drop-down. An Add                         Department Items modal will open. 

  3.       Select 'Pads - 50' by checking box on the left-hand side.

  4.       Select {Add}. A pop-up will confirmed the items have been updated.


            Note: For more information on the Department Items, see Items - Department Items.