Add Product Items to a Quote
Introduction
Product Items are pulled from the Product module, which your company manages. Below is an overview for how to search for, filter, and add Product Items to your Quote.
Video Summary
Search Product Items
1. Hover over the Product Name field and click the database icon to the right of the field.
A Product List will open.
2. To view more Products in the Product list, click the forward arrow in the bottom right. By default, Products are ordered by Last Modified Time.
3. When you start typing the Product Name in the Search box, it will automatically start showing all Products that start with the letters you have typed. This is often referred to as "type-ahead" search.
4. You can narrow your search by adding/removing columns from your Product List View. Click the add column icon beneath the Search Product Name/Product box, search for the column you want to add, check the box next to the column, then Save.
Filter Product Items
1. Once you have selected the appropriate columns, you can filter them by clicking the filter icon in the top right.
2. Enter your filter criteria in one or more of the Columns, then click Apply Filter. The Products will now be filtered based on your criteria.
Add Product Items
1.
Once you have found your Product, click the radio button to the left of the Product Name.
2. The Product will automatically be added to the Quoted Items form. In addition to the Product Name, the Product's Description, List Price, and Quantity (defaulted to 1) will be auto-added.
Info
If the product you selected has no price, you can enter it into the List Price field.
3. To add more Products, click Add row button.
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