Add items to quotations and invoices

Reuse catalog items in quotations and invoices so lines stay faster and more accurate.

Use catalog items in quotations and invoices when you want the stored item data to fill in automatically.

This saves time and reduces manual changes.

1

Open the quotation or invoice

Open the document where you want to add an item line.

2

Add a new item line

Go to the item or line section.

Start a new line.

3

Search and select the item

Find the item by code, description, barcode, or EAN code.

4

Review the copied values

Check the description, unit price, VAT code, note, and quantity.

5

Save the document

Save the quotation or invoice after you verify the lines.

What usually fills in automatically

Depending on the item setup, OutSmart can reuse:

• description
• unit
• unit price
• VAT code
• note

Frequently asked questions

Can I change the price on the document?

Yes.

You can still adjust the line if needed.

Will the item image appear on the PDF automatically?

That depends on your PDF layout and item settings.

Can I use the same item in a work order, quotation, and invoice?

Yes.

That is one of the main benefits of the catalog.

Related topics

• Quotations
• Items and Materials
• Add items to work orders