Back Quick Add Quick Add allows you to easily enter the specifications for a new item all within one view. Location  Quick Add is located under the New Item + menu to the right of the Item...

Back New From Template Templates allow you to streamline your order / quote entry process and create consistency between items. Location  New From Template is located under the New Item + ...

Back From Scratch From Scratch allows you create a new item within the New Item Page view. Location  From Scratch is located under the New Item + menu to the right of the Item Toggle. Ad...

Back 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 T...

Back Goods Replenish The Goods Replenish option allows you to insert a replenishment item to an order. Location  Goods Replenish is located under the New Item + menu to the right of the It...

Back Goods Depletion The Goods Deplete option allows you to insert a depletion item to an order. Location  Goods Deplete is located under the New Item + menu to the right of the Item Toggl...

Back Edit Mode Edit Mode allows you to make revisions to an item. This functionality can be restricted in Settings > Admin > Security. Location  Edit Mode is located in the top right...

Back Summary Edit Mode allows you to make revisions to an item. Location  Summary is located in the top right corner of the New Item view under Actions. View Summary Click on Actions &...

Back Move The Move function allows you to update the location of an item in production workflow. Location  Move is located in the top right corner of the New Item view under Actions. Vie...

Back Work Order The Work Order function allows you print a work order document for an item. Location  Work Order is located in the top right corner of the New Item view under Actions. Cr...