Price Lists
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      1. Passare
      2. Business management
      3. Price Lists

      Add a Price List Quick-Add

      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.

        Price Lists under Admin tab dropdown

         

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

        select 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.

        Under Visibility, check box for Show Item in Quick-Adds

        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. 😉

        Quick Add button in Goods & Services

         

         

        Need More Information?:

         

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