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A Group of services put together in one table is called a category. Sometimes, when you need to create quotes with multiple sections, you can use more than one category. In the picture above, you can see two categories.
Here, two categories are added for two different job sites. You can add a separate Title, Job site, Scope of work for each category.
In Workstair, the specific configuration button is found in the top right corner of the quotation editing page. The Add Multiple Category option is visible here. When using that, you can combine several items into a single quotation.
These are the steps for creating multiple categories:
- Go To Quotes Edit Page
- Click Specific configuration icon on the top right corner
- Enable Add Multiple Category
Posted : 11/08/2023 7:49 am
