Quick Add

The quick add function allows you to easily enter items (e.g. in offers or orders) without needing to add item records individually.

To use the quick add function, you first need to add the parent record (e.g. an order) and then add the items. Items can be selected from the item master.

Depending on the info area, various items are listed. You can restrict the number of items listed.

Each time you enter an item using the quick add function, a corresponding item record is added to the parent record.

The quick add function is available by default in a number of areas in Aurea CRM web, e.g. offers and orders. If the quick add function is available for an area, the Quick Add option is available from the parent record's context menu.