Before a quote is to be generated that involves certain products, it is to be ensured that those products have been created in the system first. In order to manage products, please ensure you are logged in as an “Admin”.
This is done by going to the “Products” option from the home page. You will see a list of products on this page and if you do not find the product of your choice, please click on “Add Product” to add your desired products. The products created will show whilst preparing a quote.
On the “Add Products” page, multiple products can be added by simple separating them with a comma like this:
Double-Glazing Window, Triple Glazing Window, French Doors, Patio Doors
On the page that enlists products, a user has the ability to edit or delete them.
