Quick Products are a time saving tool that allow you to build completed items that can later be added to Estimates or Orders. Mastering Quick Products is key to streamlining the Order creation process.
Table of Contents
- Managing Quick Products
- Managing Categories
- Creating Quick Products
- Using Quick Products
- Related Articles
Managing Quick Products
Quick Products are managed within the Sales module. This area provides access to Product details, along with options to Clone, Set Inactive, or Delete a Quick Product. Quick Product Categories are also managed here, including creating new Categories and updating existing Categories as Active or Inactive.
Navigate to Sales / Quick Products.
a. Manage Categories provides options to create, edit, set inactive, or delete Quick Product Categories. See Managing Categories below for additional information.
b. Search Settings includes the option to display Inactive Quick Products.
c. Selecting a Quick Product opens its details for review and editing.
d. The More Actions menu includes options to Clone, Set Inactive, or Delete the Quick Product.
Managing Categories
Categories can be accessed and managed from the main Quick Products screen.
1. Click Manage Categories.
a. New Category allows you to create additional Categories for Quick Products.
b. Search Settings gives you the option to view Inactive Categories.
c. Clicking into a Category allows you to edit the name.
d. The More Actions menu includes options to Set Inactive or Delete.
Creating Quick Products
Creating a Quick Product can be done from an existing Estimate or Order. The process is the same for either. This article will use an Estimate as the example.
Navigate to Sales / Estimates and select the appropriate Estimate.
1. Check one or more Line Items you would like to make into a Quick Product.
2. Click the Create Quick Group Product icon.
3. Fill in the necessary information
a. Quick Product Name - This is the name that shows on the line item when used in an Estimate or Order.
b. Categories - Selecting one or more Categories allows you to keep Quick Products organized.
Note: Categories can be managed in System Settings / Sales Settings / Line Item Categories.
c. Company Specific - Enable this option if you would like to limit the use of this Quick Product to specific companies.
d. The dropdown allows you to select the Companies you would like to limit this to.
e. Private - Checking this box will limit use of this Quick Product to the user who created it.
f. Save Files - If files are present, they will be saved to the Quick Product.
4. Click Save.
Note: Artwork and proofs linked to this Line Item won’t transfer to the Quick Product. However, any adjustments made in the Layout Manager will be retained.
Using Quick Products
1. Click Quick Products tab in the Add Line Item dialog.
2. Select the Quick Product.
3. Click Add.
