Sandy FAQ

How to quickly add complex product to a line item grid and configure?


 User should be able to add products directly in the line item grid by entering the catalog number and desired quantity.

1. Create  a project or open the quote.

2. Click on the Product ID column next to Add product as show below.

3. Enter catalog number(  TYZ:PANELBOARD) and press enter or tab key.

4. Click on the configure icon and complete the configuration and do Save & Close.

5. Reconfigured or newly added line items gets selected and displayed for quick visibility.

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