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‘.
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2. Click on ‘Add Products’.
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3. Select the ‘Catalog’ and then click ‘Quick Add’ to insert the product into the cart.
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4. Click on the ‘Cart’ icon from the top bar.
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5. Click on the ‘Edit’ icon and select the product.
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6. Click on the ‘Instructions’ icon from the top.
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7. Select the ‘Instruction’ which you want to apply to the product.
Note: Learn more about ‘How To Setup Product Instructions‘.
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8. Click on ‘Save’ to insert the instruction.
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