Back An existing quote can be requoted or converted into a order. This will create a new order/quote based on the original order. Notes: Customer/Contact details from the original order wil...

Back At the Quote level the New menu button allows you to add items to your quote quickly in a number of different ways. Option 1: Quick Add The Quick Add option presents all of the necessar...

Back There are a few ways to edit an item, depending on the information you would like to edit. General Order Information or Locations General Order details (including order locations), ca...

Back Existing quote, order, group and product items can be inserted on the items table. This will create a new item from the existing one.  Notes: Details from the original item will be cop...

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.      Select entries under Items to be split by...

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 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 Quotes can be printed/emailed on active/converted quotes.         To Print/Email Quotes from the Actions Menu: Step      Action   1.        From the Quote view page, select the {Action...

Back Quote items that have files attached, such as customer files, proof files, etc., can be downloaded from the quote level instead of going into each item. Step     Action   1.       Selec...

Back Items can be deleted from: Order, Quote, or Product view page Order > Items or Quotes Items tab > Item Vertical Ellipses To Delete Items from the Order, Quote, or Product View ...