Step     Action  1.        Select {Quotes/Orders} and then select the Items tab.  2.        The search criteria that can be used includes: Field Action Type Select a Type from the drop-down...

Step     Action   1.       From the Items table, hover mouse over {New} and select {From Scratch}              from the drop-down.    A New Item page will open on the Details tab.     2.    ...

The Items view page is divided into the following sections:   Section Description Action The following actions to be taken for an Item: Summary - This provides a snapshot summary of an items Orde...

Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The system will determine if a recalculat...

Back Step     Action   1.      Select Quotes or Orders and then select the Items tab.   2.      Select {Export} under Items.                      Note: You may need to confirm the file to be ...

Back Files can be added to Items and Products as Item Files, Thumbnails and Previews. Item Files  These can be any item related files including: proofs, customer files, working files, etc. Th...

Back Items on an order, quote, or product can be duplicated, creating new items based on the original items.  Notes: Details from the original item will be copied identically into your new ...

Back Item(s) can be split from the Order/Quote/Product view page, creating a new order/quote/product with the split item(s). Step     Action   1.  ...

Back Groups are generally used for kits or multipart jobs. They have separate jobs and workorders for production but show as one item and one price to the client. Items can be grouped from th...

Back An Item can be moved from the Order/Quote view page. Step      Action   1.       Select entries under Items to be moved by checking boxes on the left-hand side. All entries can         ...