With Results, users can build financial transactions by selecting and adding multiple SKUs at the same time. Instead of adding products one by one, users can select multiple SKUs in a single step when creating Estimates, Sales Orders, Invoices, and Purchase Orders, streamlining line-item entry and improving efficiency.
What's New?
- Multi-Select SKU Support – When users click the Search & Select button at the top-of-the-Line Items grid, the SKU selection window now includes:
- A new checkbox column for selecting multiple SKUs.
- The ability to select one or more SKUs at the same time.
- A Select & Add option that inserts all of the selected SKUs into
the transaction in a single step.
- Available Across Financial Modules – This enhancement is now available when adding line items to:
- Estimates
- Sales Orders
- Invoices
- Purchase Orders
Why This Matters?
-
Create Transactions Faster – Add multiple products in one action instead of selecting and adding each SKU individually.
-
Reduce Repetitive Data Entry – Minimize clicks and streamline the process of creating transactions with multiple line items.
-
Consistent Experience Across Modules – The same multi-select functionality is available across Estimates, Sales Orders, Invoices, and Purchase Orders, providing a familiar workflow throughout Results.
-
Improve Productivity – Spend less time adding products and more time completing transactions, especially when working with larger Estimates, Sales Orders, Invoices, or Purchase Orders.