Adding Multiple Costs to a Quote

To add multiple costs to a quote:

  1. On the quote information screen, select Add Multiple Costs.

    The Add Multiple Costs button is available only if you have no more than 1500 cost items on file.

  2. On the New Quote Cost screen, select a cost item to include in the quote. The items listed are cost items stored in the Cost Admin database (Business > Settings > Costs).
  3. For the selected cost item, provide the following information, as required.

    Field Description
    Quantity The number of items to include in the quote.
    Unit Cost The unit cost of each item.

  4. Repeat Steps 2–3 to include as many costs as required in the quote.
  5. Save your changes. The cost information is added to the current draft quote.