The Quote Item widget displays a detailed list of all products associated with the quote, including their Discount, Fee or Tax
How to Add Products to the Quote Items Widget
To Add Products to the Quote Items Widget,
- Navigate to the Quote Module from the left sidebar.
- Select the required Quote and open it in the Detail View.
- Head over to the Quote Items Widget.
- Here, there are two available options,
- Add Product from Library: Search for and add existing products from your Product module.
- Add Custom Line Product: Add custom products that are not in your library.
Note: If the Product Module is disabled, you won't be able to add products from the Library, but you can still add custom products manually.
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When adding a Custom Product, you'll need to provide the following details:
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Product Name: The name of the custom product.
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Description: A brief overview of the product.
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Variant: Specify any product variations, if applicable.
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SKU: Enter the Stock Keeping Unit for tracking.
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Price: Set the base price of the product.
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Discount: Apply any discounts, if available.
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Selling Price: The final price after applying discounts.
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Quantity: The number of units being quoted.
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Total: The overall cost based on the selling price and quantity.
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- Additionally, you can also add Discount, Fee or Tax
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