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
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.
