Adding a Product/Service

Items can be added to the document in multiple ways ways, including:

•On the fly: Manually type items into the DocumentItems tab

•Quick Lookup: Lookup item based on part number or description and add it to the quote without having to search.

•Copying from Excel sheet: Use the Paste Special Wizard to copy and paste items from vendor quotes into your QuoteWerks document.

•Adding Items from Products/Services Database: Search and select items to use in a document from setup and created item databases.

•Using Templates: Create Template documents pre-loaded with products and services and specific formatting options.

The most common way to add an item is from a Product/Service Database.  To search for items in a database, click on the [Products] button on the main toolbar:

This will display the Product Lookup window, which includes the Etilize Sourcing panel. The default database called "Our Products" will be open. This database contains some sample audio/visual products.

Click on a product in the list and click on the [Select/Add] button to add the product to your quote.

You can find an item to add to the quote by:

•Looking through a list of folders that your items are organized in

•Typing in information such partial part numbers and partial descriptions to find a match

•Sorting "on the fly," and then scrolling through the list

Related Topics:

•Product and Service Management

•Bundles: Create a group or kit of products/services that are bundled together.

•Configurations: The Configurator simplifies building a quote by presenting the user with a list of products to choose from, step by step.

•Templates: Create standard quote documents for users to start from instead of starting from scratch for each document

•Foreign Currency Support