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Managing items on quotations, jobs/orders, etc.

Add items to quotations, jobs and orders from the item list or as one-off items, and save one-off items to the item list later or straight away.

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:

Purple Add Items button with a plus icon, used to add line items to a quotation, job/order or similar document

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.).

Blue Add One-Off button with a puzzle-piece icon, used to add a one-off item that exists only on this quote or job

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.

Item row menu open with Create/Update submenu expanded and Details only highlighted, menu button outlined at bottom left

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.

Orange Create & Add Item button that adds a new item to the record and the item list at the same time

Learn more: quotes in Zigaflow

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