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Sales & Quoting

Scanning a QR Code to Add a New Item to a Quote

Tap the plus icon to create a new quote. Select the customer type as Organization and select the organization name.

Step-by-step instructions

  1. Scanning a QR Code to Add a New Item to a Quote - step 1
    Step 1

    Tap the plus icon to create a new quote. Select the customer type as Organization and select the organization name.

  2. Scanning a QR Code to Add a New Item to a Quote - step 2
    Step 2

    Optionally select a contact person and enter a summary for the quote. Tap the plus icon to add a new item and select Scan QR Code.

  3. Scanning a QR Code to Add a New Item to a Quote - step 3
    Step 3

    Scan the QR code using your device's camera to automatically select the corresponding product. Enter the quantity, click Add, and then click Next and Complete to finalize the quote.

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