Multi-line order entry allows users to add multiple products to a Quote in one go, particularly helpful if you're dealing with a large order. 

Firstly, create your order against the required customer & click within the 'Search for a Product' field. You will then be presented with the 'Search' drop-down as highlighted in blue. Click this option to open up the Product Search window. 

By typing in your search term within the product search, all of the relevant products will be displayed. From here you can enter the required amount within the quantity field for each product. Once happy with your selection click 'Add' & the products with quantities entered will be added to your Quote in the background. You can then continue searching for further products within the product search shown below. 

If you were to click 'Add and Close' the product search will close & you will be taken back to the Quote to continue the sales process. 

Watch Our Video!

Did this answer your question?