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.