Quick Products are created in the system to allow you to quickly and easily add a complete product to an order or an estimate.


Quick Products are easily added to an estimate or order on Step 2 of Create or Edit during order entry.

  1. Open a Quick Price, Estimate, or Order. Click + Add Quick Product.


  2. Select the Quick Product you wish to use.


  3. Once added, you can edit it like any other product on an estimate or order.

        NOTE:  Edits made here will not affect the overall settings for this Quick Product.



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