In this lesson we will cover:
– Adding Products to Quotations/Sales Orders
– Invoicing for Products
– Issuing Products on Tickets
Associated Admin Guides:
Related Guides:
Adding Products to Quotations/Sales Orders
Products can be added to quotations and subsequently sales orders with the "Add Product" button.
Fig 1. Add Product button on a quote.
Invoicing for Products
Products can be invoiced for in the "Ready for Invoicing" area of "Invoices".
Fig 2. Products can be billed using the Ready for Invoicing area
Recurring products can be added to recurring invoices with the "Add Recurring Item" button.
Fig 3. Add Recurring Item button.
Products can be set as recurring by enabling the "Is a Recurring Product" checkbox. This will also then show options for "Auto Renew" and "Default billing period".
Fig 4. Setting a product as recurring.
Issuing Products on Tickets
Products can be issued on tickets in two ways. The first is using the "…" dropdown in the top right, and selecting "Issue Product".
Note: The "Items & Stock Control" module must be enabled.
Fig 5. Issue Product system action.
The other option is to issue products from an action by using the system use "Issue Products" and selecting the Quick Action checkbox.
Fig 6. Action with system use of "Issue Products".
Note: The system use may be called "Issue Item". Additionally ensure the action is on the workflow/ticket type when trying to configure it.
When this action is clicked on a ticket, it will pull up the screen for adding products.
Fig 7. Issue Products screen.
