This article tells you how to add standard catalogue products to a quote/order.
To follow these instructions you need to begin a new quotation and be in Edit mode. See this article on how to Create New Quotation/Order.
You can add these 3 types of products to quotes/orders:
| Standard Products |
Search and browse all your installed catalogues Continue to read the steps below |
| My Catalogue (Own products) |
Search and browse all products you have added (for bespoke products, service charges or products from other suppliers). Read this article: How to add a product to My Catalogue. |
| Freecode Products |
Add a free text line where you type the product code, description and price directly into the quote. This is not linked to any product in your EQ database. Read this article: How to add a Freecode (miscellaneous) product |
How to add Standard Products
To add a product, at the bottom left of the quote/order screen click Add Product:
This shows the Locate Product screen.
Alternatively, you can use a free code to type in a code and description in cases when you do not want a standard product from a catalogue.
How to Search
You can use the criteria at the top in any combination, e.g. select a catalogue and type part of a code to narrow the results.
Catalogue
Pick from your installed catalogues in A-Z order. If you are in a furniture quote your furniture (and door) manufacturer will be listed at the top. Once selected the list of products changes instantly.
Code
Type some or all of the product code. If live search is enabled the list changes to filter results immediately otherwise type the code and press Enter on the keyboard.
Type
Select a product type from the drop down box
Category
Select a product category from the drop down box
Advanced Search
Type in some description or code of an item you are looking for. This can often be the quickest way to find something without using any other search criteria. The words you type can be in any order. E.g. "hob neff black N12"
Reset Search
Click this to put all the search boxes back to default to begin a new search.
How to Select Products
Single-click on a product to preview the image and specification (where available) and the price.
Single-click on a product and click 
Add to Quote to add the currently selected item to the quote. You will then be prompted with any selections the product needs if appropriate, e.g. accessories or doors and the product is added to the quote.
Double-click the product to add it to the shopping basket list on the right. You can continue to locate products and build a list of items in the shopping basket. When you are ready click Add to Quote to add the whole basket to the quotation at once. If the selected products require further options for accessories you will be prompted with these one after the other before all items are then added to the quote.
When products are added to the quotation they are given a unique item number in the order they are added. Sub-items (such as doors) will show sub-item numbers. E.g. If a base unit is item 2, the doors will be 2.1 and 2.2 etc.
How to Edit Products - Right-click
Once products are added onto the quotation there are many ways to interact with the product and change settings. These settings are all accessed from a common right-click menu.
Read this article for How to use the right-click product menu on a quote.
How to Delete Products
Right-click on a product code and select Remove Item.
The product is immediately removed from the quotation/order.