Contents
- Steps to apply product instructions in quotes and jobs.
- 1. After creating the service, Click on ‘Products’ from the left menu.
- 2. Click on ‘Add Products’.
- 3. Select the ‘Catalog’ and then click ‘Quick Add’ to insert the product into the cart.
- 4. Click on the ‘Cart’ icon from the top bar.
- 5. Click on the ‘Edit’ icon and select the product.
- 6. Click on the ‘Instructions’ icon from the top.
- 7. Select the ‘Instruction’ which you want to apply to the product.
- 8. Click on ‘Save’ to insert the instruction.
Steps to apply product instructions in quotes and jobs.
Note: Learn more about ‘How To Create A Quote‘ and ‘How To Create A Service‘.
2. Click on ‘Add Products’.
3. Select the ‘Catalog’ and then click ‘Quick Add’ to insert the product into the cart.
4. Click on the ‘Cart’ icon from the top bar.
5. Click on the ‘Edit’ icon and select the product.
6. Click on the ‘Instructions’ icon from the top.
7. Select the ‘Instruction’ which you want to apply to the product.
Note: Learn more about ‘How To Setup Product Instructions‘.
8. Click on ‘Save’ to insert the instruction.
