Insert

The Insert option allows you to add a Order, Quote, Product, or a Group Template into an order.

Location 

Insert is located under the New Item + menu to the right of the Item Toggle.

Insert an Item

• Click on the New Item + icon.
• Select Insert from the drop down.
• The Add Item modal window will appear.
• Select a Type from the dropdown.
• Click the + icon to the left of an item.
• Click Add.

Want to learn more? Click here for Insert.