Including Add Ons with a Quote, Sales Order, or Purchase Order

Learn how to incorporate add-ons in 10X ERP for enhancing Sales Orders, Purchase Orders, and Quotes. Add-ons can include expedite fees or prepaid freight, which can be easily added to your entities for more accurate and complete financial documentation.

  • Locate Add-Ons Section Below Line Items Table on a Sales Order, Quote, or Purchase Order
  • Switch to Edit Mode to Add Add-Ons
  • Choose from Predefined Add-Ons like Prepaid Freight or Expedite Fee
  • Add-ons are Admin-Controlled, Consult Admin for Customizations
  • Add-ons can also be include on the subsequent entities to Sales Order and Purchase Orders, including Shipments, Receipts, and Invoices
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