CHAPTER 12: Looking Up and Adding Items to a Quote

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CHAPTER 12: Looking Up and Adding Items to a Quote

There are several ways to add a product to a quote, including:

1.Using the Quick Lookup Bar

2.Adding a blank line item and choosing the product from the Manufacturer Part # drop-down list under the Document Items tab

3.Selecting it from the Product Lookup window.

4.Using Bundles

5.Using the Configurator

6.Using the Paste Special Wizard to paste items from a quote from a CSV file.

Note:See Working with Document Items for details on entering product/service information into a quote that does not exist in a product database.