Add new Price list items when editing a Quote

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Topic

When you are creating or editing a Quote and realise you need a new Price list item added, you don't need to leave the Quote. Instead, new items can be added directly from the quote page.

Instructions

  1. Select Price List Item to add a Price List item line to your Quote.
  2. Start typing the item you want to add.
  3. Select Add new Price List item.


     
  4. Enter all details of the item you wish to add and click Save.

Additional Information

For more information on adding price list items you can see this here: Creating Price List Items

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