Sales Management

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Features Getting Started

Add Products

The total Price of a Quote or Invoice or Purchase Order is calculated automatically based on the list of Products added.

On your mobile: In your web account: Items are listed in the order of the Product Date field. To change the position of an item in the list, Edit the Product and change the Date field to an earlier or later date.

Next Step: Enter Description

Important notes:

(1) When a New Product is created, it is NOT added to the main Product Catalog
(2) When selected from the Catalog, the Product that is added is a COPY of the Catalog Product:
- editing the Product, i.e. to change the Price, Discount, etc.. does NOT modify the original Catalog Product.
- deleting the product from the list, does NOT remove the original Product from the Catalog.

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