Add a Price List item to a Quote

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


To add Price List Items to your Quote:

  1. Head to your draft Quote and scroll down to where the Line Items are.
  2. Select the Add Price List Item.
  3. Search by the item code or item description.
  4. Add a price list item if you need to.
Note: If you edit an item in the Quote once it is added, it will not update the default Price List Item.
Note: You can enter a Kit which will allow you to show a summary description to the client, but expand to show the detail to you (which may include Price List Items, Labour and/or Miscellaneous costs).


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