How to bulk add line items to a quote.
- Steps to bulk add line items to a quote.
- Find the quote. Click here to learn how to do this.
- Scroll to the quote section
- Click the "+ Bulk Add Line Items" Button
- When you click this button, a pop-up will appear. Use the pop-up to search for a product.
- Click on the tick box to add the product
- To finish, click the Green "+Add these items to the quote"
- Note: if a stock item is out of stock, the green tick in the pop-up will appear red next to the product.
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