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How to work with Articles
How to work with Articles

Read below how to work with articles in orders/quotes

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over 3 years ago

Articles work the same way in both orders and quotes.

1. When you create a quote or order, go to the Quote Rows/Order Rows tab. It works the same way in both orders and quotes.

2. Click +ADD ARTICLE and then search for the article you want to place an order/quote for.
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3. Before you click +ADD, there is some information you can set.
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Description: This is the description of the article. You can also add more information in this box.

Unit: Here you select the type of unit applicable for the article.

Quantity: Enter the article quantity here.

Price: This is the price you are selling the article for.

Inprice: This is the price you purchased the article for.

Discount: Here you can enter a discount for the article.

Margin: This shows the percentage margin between the price and the purchase price (Inprice).

Total: The total price incl. any discount.

When you are done with the above information, click +ADD.

4. You will now see a summary at the bottom of the order/quote:

5. When you're happy with it, click Save or go continue to add more articles to the order/quote.

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