Create and add master line items from within a quote
Click on the down arrow button next to "Add New Item" and click Add Masterlist Item
In the popup window, check the box next to the items you want to add to the quote
Click "Add to Quote"
Add a Master Line Item through the Quote
Once you have pulled up the Masterlist item popup (see instructions above), click "Create New"
Enter all of the relevant details for the line item and whether it is tied to airports, aircraft or aircraft types.
Click "Save"
Ref: S-Q02
Related Articles
Customization of Master Line Items
The Master Line Items settings allow an operation to build their standard charges and create automation as quotes are being built. To build a master line item, go to Sales > Sales Settings > Quote Master Line Items. There are various settings that ...Create and Modifying a Quote
This article shows how to: create a quote from the quote search page, the aircraft schedule, the schedule board, and directly from an account or lead record. modifications that can be made to a quote record CREATE QUOTES Create from Quote Search Page ...Setup Quote Pricing (Contracts)
This article will demonstrate how to create custom quote pricing and the various areas within the application that thus can be done. Setup multiple rates (contracts) on the aircraft profiles and/or the account records. Each contract created on the ...Getting Started: Sales Settings
All settings related to Sales can be found here within the main navigation under Sales > Sales Settings. MASTER LINE ITEMS Line items types can be customized and associated to master line items. The purpose of line items types is for the grouping of ...Create a Trip Related Invoice
From within the trip, bottom right-hand side, click "Add New". 2. Enter the applicable information in the pop-up window and click "Create". The draft and open status can be used to define internal process. It will be visible in the invoice search ...