Select Multiple Items on a Quote or Job and Create a PO, Invoice, Sign-off, etc. or Apply Markups, Margins, Discounts, etc. to just the Selected Items

Previously, you could only create a PO, Invoice or Delivery Note with all the items on a job or quote. From now you can select just the ones you want.

However, this is restricted to selecting within one section at a time (i.e. you can select 5 items in one section and create a PO, Invoice, etc. but not have 5 from one section and 2 from another).

Margins, mark-ups, discounts, refreshes, etc. can also be applied to the selected items.

How to Work with Multiple Selected Items

Click on the ‘Edit’ Button in a section:

Edit

Select the items:

Select Items

Click on the ‘Create’ button to create a PO, Invoice, etc. for these.

Click on the ‘Apply’ to apply discounts, margins, etc.

 

 

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