How do I add products to a quote, invoice, or order?

You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can also create a new product from here.

You can follow the same steps to add products to a purchase order, sales order or an invoice.

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• How do I search for products while adding line items?

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• How many line items can be added to a quote or any other inventory module?

  You can add a maximum of 200 line items to a quote, purchase order, sales order or an invoice.