Adding Products to a Sale

Adding Products to a Sale

Once you have a quotation open with the customer selected, you need to add the items they are buying.

Step by Step

1. Click the Order Lines tab on the quotation form.
2. Click Add a line (or Add a product).
3. In the Product column, start typing the product name and select it from the dropdown.
4. Set the Quantity.
5. The Unit Price auto-fills from the product record. You can change it if needed (e.g., for a special price or discount).
6. The Taxes column shows applicable taxes.
7. The Subtotal calculates automatically.
8. Repeat for each product the customer is buying.

Adding Multiple Items

Just keep clicking "Add a line" for each product. For example, a customer buying a Glock 19, two extra magazines, and a box of 9mm would have three order lines.

Sections and Notes

You can organize order lines by adding:

• Add a section — Creates a header to group items (e.g., "Firearm" and "Accessories")
• Add a note — Adds a text line for special instructions or comments