Adding Items
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

Items can be created from the Items tab or during Quote generation. When creating a Quote, any Items associated with the selected Template will be shown. Otherwise, Items can be added on-the-fly using the Select Item button to pull from connected Integrations/Distributors or clicking + New Line Item button to add an ad-hoc Item:

Pulling in an Item from the Quoter Database, connected Integrations or Distributors using the Select Item button:

Adding an ad-hoc Item using the + New Line Item button will add a new Line item:

To add the Item Description and relevant associated details (e.g. Manufacturer, Part Number, Supplier, Supplier SKU), while hovering over the Line Item, click Show Details to expand the accordion:

Line Item Details Displayed:

Click Hide Details to close the accordion after adding/editing the Line Item Details.

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