What's New?
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Renamed Quick Add Option – The ‘Add Product/Service’ button is now the ‘Quick Add Product/Service’ to better indicate its function. This feature enables users to swiftly add a new Product or Service to the Job via a dropdown menu that automatically searches the SKU/Name and Description fields for the keyword entered.
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New Search & Select Button – The Search & Select Product/Service button in the Products & Services tab opens the Products & Services Select Grid, enabling users to search for, based on any column in the Pricing module, and choose the needed Product and Service to include in the Job.
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Two Flexible Ways to Add Products & Services – Users can now select between the Quick Add Product/Service to swiftly insert a Product or Service via the dropdown or the Search & Select Product/Service to find and add existing Products and Services from the selection grid.
Why This Matters?
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Greater Flexibility – Users can choose the method that best fits their workflow, whether they want to quickly add a Product or Service or search for existing records by any field in the Pricing module.
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Comprehensive Search Options – The new Search & Select option makes it easier to find the needed Product or Service by allowing searches across any field in the Pricing module.
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Improved Accuracy – Selecting Products and Services directly from the grid helps users quickly find the right items, resulting in more consistent and efficient searches.