How to Add a Price List Quick-Add

Add your most frequently used price list items to a contract with a click of a button.

    Adding Item as a Quick-Add:

    Go to Admin > Price Lists.

    Note: Editing these options is dependent on your user Roles & Permissions settings.

     

    Select the price list item or package you want to appear in Quick-Adds.

    Scroll down to Visibility, and check the box for Show Item in Quick-Adds.

    You can also select the Case and Disposition Types where the item will appear.

    Searching an Existing Quick-Add Item:

    To find which items have already been marked as a Quick-Add > Select Filter Items > Check Yes for Quick-Add > Show in a New Tab.

    Adding Quick-Add to a Contract:

    From any case, under Goods & Services, you can search for Quick-Add items and add them to the contract.

    Need More Information?

    How to Create a Package

    How to Add or Edit a Price List Item

    How to Configure Price List Discounts

    How to Schedule a Future Price Change

     

    Need Help? Email us at support@passare.com or call 1-800-692-5111!