Associate Products with Quotes

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2 min read

The content of your quote is dependent on the products that you set in your Product Catalogue.


When creating an quote, associate the product by clicking on ‘Add Product

add product

Select the product or service you want to add from the ‘Product List’.

product list

Click ‘Add if you are adding multiple products/services, otherwise, click on ‘Add & Close once done with your selection to go back to the Quote Form.

select product

Once the product has been added, the details of the products will be populated in the quote. You can only edit the quantity field. If you would like to make changes to the product information, you can amend the product from the Product Catalogue module.

product details

If you need to remove a product from the list, tick the box beside the product code then click on ‘Remove Selected

remove selected