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QuoteWerks Knowledgebase Topic (Article ID 5852)

How do I add products to a quote?

This information applies to :

Article ID
5852

Created/Updated
April 6, 2004

Category
Products


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:
How do I add products to a quote?

Solution:
There are 5 ways that you can add items to your quote.
1. You can manually type in a line item. Simply click in a cell and begin typing.
2. Go to the "Quick Look-up" toolbar and type in the part number of the item you want to add. It is found on the "Document Items" tab.
3. Click on the "Products" icon from the icon toolbar. This will launch the "Product Lookup" window and display a list of all the vendors and products you have to choose from.
4. You can click on the "Bundles" icon from the icon toolbar and select from the list of bundles you have created.
5. You can click on the "Configurator" icon from the icon toolbar and start a configuration that will allow you to choose items to be added to your quote.

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