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Adding Products to a Quote using Multi-line Order Entry
Adding Products to a Quote using Multi-line Order Entry

This article outlines how to add products to your Quote using Multi-line Order Entry

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

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

Step 1: Create an Order

Firstly, create your order against the required customer and 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. 

Step 2: Type in a Search Term

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' and 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. 

Step 3: Select Add and Close

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

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