When creating an Order, each Product must include a Name, with the option to also add a Summary. The Summary provides space for a more detailed, multi-line description if desired. Both the Product Name and Summary can be customized by the person creating the Order and remain editable even after the Order has been created.

Note: Both of these fields are visible to Customers on their Estimates and Invoices.



Table of Contents



Adding a Product Summary During Order Entry




Adding/Updating the Product Name/Summary from Order View


The Product Name and Summary can both be edited from the Order View.




Product Summary on Estimates/Invoices


The Product Summary will appear on Estimates and Invoices as shown below.