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Adding Products/Services to the Quote

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Selecting a product:

 

Click on the button on the toolbar.

 

 

This will display the Product Lookup window. The default database called "Our Products" will be open. This database contains some sample audio/visual products.

Click on a product in the list and click on the [Select/Add] button to add the product to your quote.

You can find an item to add to the quote by:

•Looking through a list of folders that your items are organized in.
•Typing in information such partial part numbers, partial descriptions, etc. to find a match.
•Sorting "on-the-fly" and then scrolling through the list.

Related Topics:

•Bundles - Create a group or a kit of products/services that are bundled together.
•Configurations - The Configurator simplifies building a quote by presenting the user with a list of products to choose from step-by-step.