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.

     

    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?:

     

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