Creating a Custom Product

When quoting there may exist the need to create a custom product (which does not exist as a stock selectable item).

1. Within a quote, click on the '+' icon to add a new line item.
2. Select the Area from the dropdown
3. Select 'Custom Product' in the product field
4. Enter a secondary product in the style field
5. Enter both measurements
6. Click 'Next'.

You should now see the detail screen…

Fill in the detail as indicated and click 'Save'. This custom item should now appear as a line item in the quote.