Create new Sale Items within the sale items search fly-out

In this article we take you through the steps of creating a new labour, material or disbursement item within the sale items search fly-out. This is useful for quickly creating a new item you don't have when adding items to charges.

Step 1: Navigate to Accounts and select Quotes

 

 

Step 2: Within your Quote select + Add a new item

 

 

Step 3: Select Labour, Materials or Disbursements to create new Sale item

 

 

Create Labour item

 

From here you can then create your new Labour Item. Then fill out the form as required and Save.

 

 

 

Create Material item

 

From here you can create your new Material item. Then fill out the form as required and Save.

 

 

 

 

Create Disbursement item

 

From here you can create your new Disbursement item. Then fill out the form as required and Save.