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Add Items 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.

See also

Add New Quote
Add Items and Notes to a Quote
Generate and Send a Quote
Broadcasting Quotes
Distribution Groups
Copy a Quote
Add a Customer on the Fly
Override Quote Pricing
Renumbering Lines
Adding Footnotes to a Quote
Export Quote To Excel Format
Quote Formatting
Print Email and Faxing Quotes Shortcuts
Quote Distribution Records