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



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Adding Quick Products 


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


Navigate to Quick Price, Estimate or Order.


1. Click + Add Quick Product.


2. Select the Quick Product you wish to add.


Note: Once added, you can edit like any other Product on an Estimate or Order. Edits made here will not affect the overall settings for this Quick Product.


Creating & Editing Quick Products

Editing Existing Quick Products

Using and Creating Clipboard Products