Create a quote/invoice from products menu using multi select tick boxes.
To Be able to use the products and services multi select buttons to create a quote or invoice.
Example.
Go into products and services
Select all products needed via the tick boxes.
Click the 3 dots in the top right of screen.
Have option to add all selected items to quote or to invoice.
Continue normal quote/invoice process from there.
This will then speed up the process if companies (like ours) that have similar product codes but in different sizes that are bought together or that go out with other products.
Josh Freeman-Cousins
shared this idea
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