Ways to add items to a sales quote

This is part of the Sales Quotes Add-on Module.

There are various ways that you can add items to a sales quote. See details about each below.

Navigate to Sales, then Quotes.
Find your existing order or create a new quote.
Click Add Items and select one of the following options:
1. Add Items to Order: Most common, this method adds items from your inventory to the order.
  1. Choose Add items to Order.
  2. Toggle to "Show All” inventory items or just those “On Availability”.
  3. Search for items to add using the search bars provided.
  4. Click into the Enter Qty column for the item and write the quantity to add to the order.
  5. Hit Enter to move those items onto the sales quote.
2. Enter by Product ID or Copy/Paste Import: This method allows you to add items using Product ID entry or importing an item list from Excel.
  1. Choose Enter by Product ID or Copy/Paste Import.
  2. In the “Add Items” tab you can quickly enter Product ID numbers and Quantity amounts, then clicking Add after each entry.
  3. In the “Paste Data” Tab you can copy and paste a list of items to add from an Excel sheet that has matching columns. Only include data, no headers, and use “Paste as plain text”. For a more detailed description of the Copy/Paste Import tool click here.
  4. Click on Parse Pasted Data.
  5. Click Add to Order when complete and review the items on the order to be sure the items were added successfully.
3. Create New Item & Add to Quote: Landscape Sales Add-On Module Use this when you want to quickly create a new item that doesn’t already exist in your inventory and add it to the order.
  1. Choose Create New Item & Add to Quote.
  2. Search and select from the Master Item Library in window 1.
  3. Search and select an item size in window 2.
  4. Enter or Auto Generate a Product ID for the new item in window 3.
  5. Enter an “Order Qty” and then click Add New Item.
  6. Remember to enter an amount in the “Sell Price” column for the new item.