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