How many line items can be added to a quote or any other inventory module?

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• How do I add products to a quote, invoice, or order?

  You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can ...

• How do I search for products while adding line items?

  To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...

• Can I change the order of the line items in a quote or a purchase order?

  Yes, you can reorder the line items in an inventory module at any time. To reorder the line items, simply drag and drop the items where required.

• Inventory Management

  Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...

• Creating Inventory Templates

  With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...