Sort Quote Items

Sort Quote Items

When creating a quote it is important that the items on the quote are displayed in a presentable order.
The Sort feature allows you to move items into different categories and select your category order. If you add inventory items to a quote that already has categories created you will have to sort these items after you have added them to your quote.

How to Sort items

1. Select the Sort button. 
2. Drag and drop items between categories and item line location.
3. Select the Save Sort button.