1. Order Management Guide
  2. Adding Line Items One at a Time

Adding Line Items One at a Time

The New Record menu option allows an user to enter one record at a time. This method is useful when the end user already knows the product name.

To add items one at a time

  1. Navigate to the quote or order to which you want to add items.

  2. Click the Line Items view tab.

  3. In the Line Items list, click New.

  4. In the Line Items list, in the Product field, select the product.

  5. Make any necessary changes to the quantity or attributes.