Add items to a quote

The Items tab is where you build the quote: what is rented, how many, and at what price.

Steps

1. Open the quote and the Items tab.
2. Press Product and type how many and what: "8 chairs", "7x20 wall", "8ft table" or a SKU. Pick the match. The box stays open for the next one; press Done when finished.
3. Change a quantity by typing in Qty or with the up and down arrows beside it.
4. Change a price by clicking the Rate. If it differs from your catalog, the line shows the catalog price beside it.
5. Click under the product name to Add a note for this line.
6. Press Optional add-on to offer something the client can accept or decline on their page.
7. Press Custom line for anything not in your inventory, and type its description, quantity and rate.
8. Press Group header to split the quote into sections, such as Tents, Furniture, Services. Auto Group sorts the lines under headers for you.
9. Drag a line by its handle, or use the arrows, to move it. The bin removes it.

Good to know

• Each line has DW (damage waiver applies) and Tax (sales tax applies). Untick them for a line that should not carry either.
• Add-on on a line turns it into an optional add-on. You can mark the client's answer yourself: Undecided, Accepted or Declined. An add-on is not in the total until it is accepted.
• Each line shows how many are free for the dates. See Check availability.
• A line you plan to rent from another company has Sub-rent beside it.
• Auto Group shows what it did with an Undo.
• Each group header shows the total of the lines under it.

If something goes wrong

• There is no Product button, only "Where is it going?" The quote needs its delivery address first. Type it and pick it, or press The client picks it up.
• A product does not come up when you type. It may be archived, or it is a part used only inside kits. Check it under Inventory.
• A line shows "Archived product". The product was archived after it was quoted. It still prices, but check it is what you mean to send.