How to add a new item to the quote
How to add a new item to the quote
1. To add a new item to the quote, click the + Add Item button for the appropriate section/area. + Add Item
2. Search for the item you wish to add.
3. Click Add to quote button.
4. The item now appears in the quotation. Now you can update the pricing, description and margin.
If a supplier item doesn’t exist in the system, you have two options.
1.Find a similar item, add this to quote then update description and pricing.
2.Go to the Supplier Items tab and create a new supplier item then add to quote. Don’t forget
