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Managing Items on Quotations, Jobs/Orders, etc.

Adding, Editing on documents and adding to the Items Database/List

Updated over a week ago

There are several ways to add items (products/services) to a quotation, job/order, etc.

Adding an Item from the List/Database

Use this button:

Adding a One-Off Item

These items exist only in the quote, job/order they have added to, as well as the subsequent documents derived from it (i.e. a delivery note, invoice, etc.).

Adding it later to the List/Database

An item that has been added as a one-off can then be added to the database list using the item menu -> Create/Update -> Details only. This brings up the new item edit screen.

Adding an Item to the Document and List/Database Simultaneously

Use this button to add a new item to the quote, job, order, etc., and the list/database simultaneously.

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