Xcitium Platform

• Introduction To Quote Manager
  • Quick Start Guide
  • Login To The Quote Manager Module
  • The Quote Manager Admin Console
• The Home Screen
• Manage Items
  • Add A New Item
  • Add Bulk Items
  • Edit An Item
  • Archive Out-Dated Items
• Manage Customers
  • Add A New Customer
  • Edit A Customer
  • Archive A Customer
• Manage Quotes
  • Generate A New Quote
  • Answer Feedback And Process Quotes
  • Set A Reminder
  • View Quote Activity
  • Archive A Quote
• Manage Quote Templates
  • Create A New Quote Template
  • Remove A Quote Template
• Settings
  • Personal Settings
  • My Company Settings
    • General Settings
    • Quote Appearance Settings
    • Quote Parity Settings
    • Quote Currencies Settings
    • Configure Email Templates
    • Configure Company Settings
    • Configure Tax Rates
• Reports
  • Top Statistics
  • View Revenue Statistics
• About Comodo Security Solutions

Add a New Item

• You can add billable products or services to Quote Manager along with their price, item code, a short description and associated tax rate.

• Once created, you can add items to a quote by entering the product name or code.

To add a new item

• Click 'Items' in the left menu

• Click ' + NEW ITEM'

On the new item form, please enter:

• Item Code – Enter your product's unique identifier. This can be a universal product code, serial number, RFID code or any other string your company wants to use to identify individual products. The field accepts alpha-numeric characters.

• Product or Service Name - Enter a label for the product or service

• Item description – Create a short overview of the item

• Item Cost - Enter the pre-tax price of the item

• Default rate - Choose the tax rate which applies to the item. Tax rates can be specified in the settings interface. See 'Configuring Tax Rates' for more details.

• Category - Choose the product area into which your item fits. Billed items are organized according to category on your quotes. Available categories are: Software, Hardware, Service

• Type to search Unit Measurement - For example, mm, gb, ml, inches, hours, unit. This unit of measurement will be added to the database and will be available for selection when you create future items.

• Click 'Save'.
  

The item will be added to Quote Manager and can be included in any future quotes.

• Repeat the process to add more items.