6 months ago
✨ Quotations Update: Default Line Items
We’ve added a new Default Line Item feature within Quotations settings to help streamline your workflow and ensure consistency across your quotes.
🔧 What’s New?
You can now define a default line item that will automatically be added as the first requirement on every new quotation.
🚀 How It Works
- Navigate to Settings > Preferences > Quotations
- Locate the Default Line Item field
- Enter an Asset Category Code
- This line item will now be auto-inserted into new quotations
💡 Why This Matters
- Saves time when creating quotes
- Ensures key items are never missed
- Standardises quotation structure across your team
This is especially useful for commonly required items like delivery, setup, or standard hire equipment.