The following video discusses adding rooms to quote or order lines in the system. It explores accessing the quote, adding rooms, saving changes and organizing rooms.
Adding Rooms to Quote or Order Lines
Key Steps
Open the quote or order where you want to add rooms.
Click on any line item to open the rooms dropdown.
If the desired room is not in the dropdown, type the room name in the free-form field to create a new room.
Select the appropriate room from the dropdown for each line item.
Save the changes by clicking on the save button.
Review the assigned rooms and rearrange them if necessary for better organization.
Cautionary Notes
Ensure that the rooms are accurately assigned to the corresponding line items to avoid confusion.
Double-check the rooms assigned before saving to prevent errors in the quote or order.
Tips for Efficiency
Create reusable room names for commonly used rooms to save time in the future.
Organize rooms in the order that makes sense for easy reference and understanding.
Familiarize yourself with the room options available to streamline the selection process.