Using the Quick Add Feature

Discover how to utilize the quick add feature in 10X ERP to streamline your workflow. This tutorial demonstrates the process in a sales order, but it's applicable across quotes and purchase orders as well.

  • Enter Edit Mode in Sales Order, Purchase Order, or Quote
  • Click the Quick Add Button
  • Manually Add Lines, paying attention to formatting
  • You can also Copy/Paste Data from CSV or Excel
    • When copying and pasting, be careful that the Item Number column doesn't have spaces within the item numbers. This will cause an error message.
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