If you need to exceptionally propose a product that is not part of your catalog within a client proposal, you can enable the “Quick Add” option from the settings here .
You can then perform a Quick Add by selecting the type of product to add from the dropdown list.
Key points to know:
-
These products are not added to your product catalog, but they are categorized correctly under the appropriate product categories and product types in your statistics.
Note: The name you give to these Quick Add products will also appear in your statistics.
-
Quick Add does not replace the creation of a product in the catalog. This feature simply allows you to add services that you offer exceptionally to a client.
-
The VAT rate is automatically applied according to the categories (Accommodation, F&B, etc.).
Best practices:
-
Use Quick Add only in exceptional cases: for greater accuracy in your proposals and statistics, it is recommended to use products that are included in your catalog.
-
Choose the correct category: to ensure statistical accuracy, it is essential to select the right category when using Quick Add.
-
Fill in the product name and details: by default, the product name will be the name of the category and the description will be empty. To ensure clear communication with your client, with other team members, and for reliable reporting in statistics, it is important to complete the product name and details.
