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       Copy Quote
       Add Line Items and Notes to Quote
       Add Item on the Fly
       Override Quote Default Pricing
       Renumbering Line Items
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       Importing Pricing Changes
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    General Pricing / Tier Pricing
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    Adding Customers & Contacts
    Importing New Customers & Contacts
       Importing New Customers
       Importing New Contacts
 Mfgs & Competitive Mfgs
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    Maintain Competitive Manufacturers
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       Quote Detail Manufacturer Report
       Quote Detail Salesman Report
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 FAQ & Customer Support
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    General FAQ
  
Index

Home > Jobs, Quotes and Approvals > Quotes > Add Item on the Fly

Add Item on the Fly'">Add Item on the Fly

You many add an item to the database on the fly (while entering a quote) by selecting the add item icon  from the page.

 To maintain the integrity of your database, care should be taken not to duplicate an item!

Once you have opened the window to add a new item, you will be required to replace the pre-filled date with the following information:

Item number
Item description
Item manufacturer
Item price

Note:  When adding an item on the fly, the add item screen will have pre-filled the last item added to the quote.  If this is the first item on the quote, the fields will be blank.
Use the pre-filled cells as a reference and replace with the new data. 

 Note:  Items added "On the fly" are set to inactive by default.  If you want the new item added to be an active item, uncheck the appropiate box.

See also


  
HelpConsole 2007 - Standard

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