Change or Edit Product of Line

Note:

The quote or order must be opened for editing before you can edit lines. Tap the edit button  in the top right to do this.

How To:

1. Check a single line item
2. Select the Line tab
3. The top most section will list general information about the product or service on the selected line.

A. Choose Product

Search and apply a different product or service for the selected line.

B. Change Color

Use the dropdown box to select a color for the product.