Skip to main content

Selecting items from Product Line

How to choose from your own catalogue

G
Written by George Ruul
Updated over 4 years ago

Once you are in the "Products" section of a Quote, Job or Invoice you can select the +Plus icon to add new products.

By choosing the "Lines" option you will be presented with the following popup

This is where you can manually add a single item.

If you have created a catalogue of items you can select the "Retrieve line" button on the top right of the popup.

This will display a list to search and select from

Simply select one of more products to add to the Quote, Job or Invoice you are working on.


​

Did this answer your question?