Add Items to Orders

Add material on a service order, install order, or itemized invoice:
1. Click the Order Items tab.
2. Click New Material.
3. Select the material.
4. The Add Items to Order window opens. This is where you can enter the quantity, change the price, select a vendor and more.

Orientation of the Item tab

Click SLA Category to learn more.
Click Price Books to learn more about how to setup special pricing for specific customers or for individual orders or items.
For more information on creating purchase orders from service or install order, click Purchase Orders.

Click Discounts to learn about how the Fixed and Percentage Item discounts work.