The quickest way to add products, items and services to an Order is to use the Quick Pick. Use the quick pick to search across all your products and services and quickly add them to your Order with a rate type and price.

Now you have created your order it will navigate you to the order overview screen.

To begin, enter the product or item name into the Name field under the Quick Pick option.

You can select the desired product, stock level or service and then begin to fill in the quantity, rate and price. When you have finished adding in these details, select the green + button and it will be added as an order item. 

To edit an order Item, click the arrow and select Edit from the menu. 

The following screen will then appear.

You can amend charging dates, rate, price, revenue groups and VAT details in here. When you've finished making your changes, click the green button labelled Add/Update Order Item and you will return to the order overview screen. 

You can continue to add as many products as you want onto the order. When you're ready you can move onto the next steps.  

Now you’ve added products and services, you might like to:

Print Documents
​Allocate Equipment
​Book Out Equipment
​Add a Sub Rent 

Want to find out more? Start a conversation using the blue help bubble in the bottom right-hand corner of your system.