Add your most frequently used price list items to a contract with a click of a button.
Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.
Choose Your Quick-Adds:
Go to Admin > Price Lists.
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.
Add a Quick-Add to a Contract:
From any case, on the Goods & Services page, you can search for Quick-Add items and add them to the contract.
Select the Quick Add button and a list will appear. Select the item or package you want to add to the contract and it will quickly be added. 😉
Need More Information?:
- Create a Package
- Add or Edit a Price List Item
- Configure Price List Discounts
- Schedule a Future Price Change
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!