Add a Price List Item to Mobile Quotes

Topic

Price List Items are items that have been saved in your Settings for regular use and entry when quoting or invoicing.

Instructions

To add Price List Items to your Quote:

1. Navigate the Sales Page.
2. Select Draft under Quotes.
3. Search for and select the draft Quote you want to add an item to or create a new quote. 
4. Select Add Line Item.
   
   
    
5. Select Price List Item.
   
   
    

6. Search by the item code or item description in the Price List Item field and select it.

   Note: If you edit an item in the Quote once it is added, it will not update the default Price List Item.

7. Select either Add Another to add more price list items or Done to finish adding items.
8. Select Save on your Quote.

Additional Information

For more info on Price List Items, see here: Create Price List Items