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Learning Video Collection
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
Create Material item
Create Disbursement item
From here you can create your new Disbursement item. Then fill out the form as required and Save.