Product and Service Items

Import Product and Service Items
1) Click on the "Products & Services" tab.  2) Below the summary table is a menu option. Click on th...
Mon, 30 May, 2016 at 10:46 PM
See What is Used in Quotes or Contracts
1) Click on the "Products & Services" tab. 2) The product and service dashboard will appear. Under the "Used in Quotes&q...
Sun, 17 Jul, 2016 at 5:57 PM
Delete a Product and Service Item
1) Click on the "Products & Services" tab.  2) On the left side, click on the item boxes on the left of the item name. ...
Fri, 27 May, 2016 at 4:17 PM
Sort Product and Service Items
1) Click on the "Products & Services" tab.  2) On top of the right of the customer table, you can "Sort by&quo...
Sat, 28 May, 2016 at 4:40 PM
See Product and Service Items in Tile View
1) Click on the "Products & Services" tab.  2) On the right side of the panel, click on the “Tile View” icon, . ...
Fri, 27 May, 2016 at 4:36 PM
Delete a Category
1) Click on the "Products & Services" tab. 2) On the left hand menu, double-click the item you want to remove. ...
Mon, 30 May, 2016 at 10:31 PM
Edit a Category
1) Click on the "Products & Services" tab. 2) On the left hand menu, double-click the item you want to mod...
Mon, 30 May, 2016 at 10:47 PM
Edit a Product and Service Item
1) Click on the "Products & Services" tab. 2) Select the item you want to modify. 3) An "Edit Item...
Fri, 27 May, 2016 at 4:18 PM
Upload a Product and Service Item Picture
1) Click on the "Products & Services" tab.  2) Select the item you want to modify or if the item isn’t there, click on “Add Ite...
Fri, 27 May, 2016 at 4:18 PM
Best Practice for Product and Service Categories
Categories Having categories helps you to organize your business internally. This makes it easier for you t...
Thu, 25 Aug, 2016 at 5:06 PM