View - Quotation - Quotation
Registration - Product Lines
When you have selected the products from the Product register, necessary information, e.g. about prices and discounts, will be retrieved from the Product and Contact registers. Press [Enter] or [Tab] on the keyboard to move between the columns.
Select the products to be sold. This can be done in
two ways:
Click
New to register the
product number in a new line. The relevant product is registered together
with all the information from the product card. If you want to change
the information, you can do this in each individual column in the product
line.
Click Show product list
to display a list of the products. The drop-down list in the top right
window that is displayed works like a filter, allowing you to select a
particular product type. Only products belonging to the chosen product
type will then be displayed in the list. Select the desired product and
click Insert.
Register quantity, price and discount levels (if applicable).
Click Edit order
line description in the Product
lines tab if you want to register a specific text to describe each
product line.
Click Regenerate order
lines and select the information you want to update. Click OK.
Click Go to product card if you want to check or change product information.
Repeat the procedure until you have registered
all the products in the quote.
If you want to add a product line between existing
product lines, you can do this by using the Insert
product line button. A new line will be created above the marked
product line.
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