Auto Add Items to New Sales

Set an item as an Auto Add item

  1. From the main menu strip at the top, go to Setup > Items, and click the item you wish to auto-add to all new Sales (Quotes/Bookings/Invoices).
  2. Click the Rates/Prices tab.
  3. Click the Auto Add subheading to expand open.
  4. You have the option to either auto add the item as the First Item or the Last Item on the job. Note that if you choose to auto add as Last Item, the item will initially appear on the first row of the new sale, however once you save or preview the sale then the item will shift down to the last row.

Did this help?

Powered by HelpDocs (opens in a new tab)