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
Step 1Tap the plus icon to create a new quote. Select the customer type as Organization and select the organization name.
Step 2Optionally 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.
Step 3Scan 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.