Make an Item add itself to every new Sale/Hire (Auto Add)
In HirePOS, the Auto-Add feature allows you to automatically include specific items in new Quotes, Bookings, or Invoices. This feature is commonly used for adding items like damage waivers, delivery fees, or other standard charges to an invoice.
Setting Up Auto-Add Items
To set up Auto-Add items in HirePOS, follow these steps:
From the main menu at the top, navigate to Setup > Items.
Click on the item you want to set as Auto-Add for all new Sales (Quotes/Bookings/Invoices).
Go to the Rates/Prices tab.
Click on the Auto Add subheading to expand it.
You can choose to set the item as the First Item or the Last Item on the job. Note that if you select Last Item, the item will initially appear on the first row of the new sale, but will move to the last row once you save or preview the sale.
It's important to note that new orders placed through the online store will also be affected by the Auto-Add items configured in your system.
By utilizing the Auto-Add feature in HirePOS, you can streamline your invoicing process by automatically including essential items in your sales documents.