RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > RangerMSP Software Discussion Forum (CCRM)

Thread Tools Search this Thread
 
March 14th, 2018, 04:14 AM
Dan@Vemotion
 
Posts: 15
Hi,
when creating a quote we add items, however is there a way to add sub items to it for example,

If I am quoting for 3 PCs that are the same but one has an extra hard drive I want to make it clear on the quote that one of them has that extra drive at the minute it is just a list of items.
So sub items would work here so it's easier to see where the extras are

Also is it possible to add a line like the 'insert blank line' but 'insert line'

Thanks
Dan
 
March 14th, 2018, 06:16 AM
Support Team
 
Posts: 7,514
Thank you for posting this.

You should probably use space lines or text lines in the quote in order to add the additional details/separation between the different items/PCs quoted.

When adding an item using the 'Item' link or using the pop up menu you can either append the line or insert it between existing rows (see below).

In addition you can organize and move the lines up/down using the buttons from the right:



Hope this helps.
Reply





All times are GMT -6. The time now is 09:18 PM.

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.