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
- Product Summary on Estimates/Invoices
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.