How to Add and Edit Products in a Quote
Once you've created some products and some quotes, you can add and edit products in a quote by following the guidelines in this document.
In this article:
Editing a Product Inside a Quote
Please Note: You will need to have already created some products to be able to add them to quotes. Read More: How to Create Products
Adding Products to a Quote
To add products to your quote, follow these steps:
- From the User Menu Panel, navigate to Quotes.
- Click into the quote you want. Make sure it has at least one line item or preset.
- Click into the item or preset to add products to it:
- Click Add New and select Product from the drop-down:
- Choose a product from the drop-down.
- If required, make any adjustments to the product measurements.
- Click Create.
Follow this process as many times as needed until you've added all your products.
Tips: To change your product dimensions, click into the Size column in the product, make any amendments, and save your changes. This will recalculate your materials costs.
If you require multiple of the same product, you can click into the Quantity column in the line item or preset, make any amendments, and save your changes.
Adding Other Items to a Quote
In addition to products, you can also add any of the following inside your quote item from the drop-down:
- Presets - are used to add multiple sets of products at once.
- Line Items - are used to add an individual line to a quote with a simple description and a price.
- Groups - are used to create one-off products (groups of parts, materials, labour, etc.) on the fly.
- Materials
- Labour
- Services
Editing a Product Inside a Quote
If your product is slightly different to your standard for a specific quote, you can edit the product inside that quote, rather than creating a whole new product as a one-off.
To edit a product inside a quote, follow these steps:
- Go to Quotes and click into the quote you want.
- Click into the product you want to update. Inside the product you will be able to see all its individual parts and components.
- To update a current part/component, click into it and make any changes needed.
- To add more parts/components, click Add New.
- To delete parts/components, select them using the checkboxes, then click With Selected > Delete.
- Click Save Changes.
Tip: Make sure to check the quantities are correct for your newly added parts. Click into the Quantity column, if needed, to make changes.
Click into the Overhead, Wastage and Profit Margin columns, if needed, to make changes.
Save time and set up your products as quote presets!
Read More: Creating Quote Presets with Products