Adding Parts to a Quote

Within an open quote, parts can be added using the left-hand panel. 

Note: The Miscellaneous Parts window times out if no action is taken within a few minutes. 

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Watch this video to learn more!

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To add an Ad Hoc Part:

1. In the left-hand panel, click Part. 
   
2. In the Miscellaneous Parts window, fill in the fields as detailed as possible. 
   
   Options include: 
   • Qty
   • Part Number
   • Description
   • Cost
   • Price Excl. VAT
   • Tax Band
3. When ready, click Add. 
4. The part is added as a line item in the quote. 
   

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To add a Manufacturer Part:

1. In the left-hand panel, click Part. 
   
2. A new window displays. Choose Manufacturer Parts from the drop-down. 
3. Choose the appropriate Search By option and fill in the Search Criterion field. 
   
4. When ready, click Search. 
5. Click the Add icon to the right of the desired item. 
   
6. The part information appears in a confirmation window. Adjust as needed and click Add to add the part. 
   
7. The part is added as a line item in the quote. 
   

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KB Article #5867