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:
- Open the Quote/Invoice/P.O and tap Add Product.
- Select an existing Product from the Catalog or tap + to create a new one (1).
- Tap Done to return to the View screen.
- Tap + to add another Product. After adding a existing Catalog Product, you can also tap Add More instead of Done, to save steps.
- To Edit or Delete a Product from the list, tap the Product in the View screen, Items tab (2).
In your web account:
- Open the Quote/Invoice/P.O. and click + and select Product
- Click the 'Select Existing' field to choose a Product from the Catalog or fill in the Name, Quantity, Price, etc.. to create a new Product (1).
- Click Save to return to the View screen, or Edit Details to add more details to the Product that was added.
- To add more Products, click + again in the View screen.
- To Edit or Delete a Product from the list, click on the Product in the View screen (2).
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.
