The fastest way of adding products to your Quote record is to use the in-line quick search. Adding products using the quick search is useful when a user needs to add just one or two products & they know the product's description or product reference. 

Firstly, create your order against the required customer & click within the 'Search for a Product' field to start typing your search term. Based on the search term entered you will be provided with a list of products for you to choose from. Simply click on the required product & it will be added to your Quote, using the information imported from your accounting system such as price & discounts.

When using the quick search we would recommend using the product description or product reference when trying to find the correct product. If you need to add multiple products or would like to do a more broader & less specific search, I would recommend using the Multi-order line entry to add products. Please see our Adding Products to a Quote using Multi-order Line Entry article for more information.  

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