How to Use Quick Add in Invoices
Quick Add works in the Invoice screen (FrmInvoice) just like it does at the POS. When you search for an item that doesn't exist, the Quick Add dialog appears.
How It Works in Invoices
- Open a new or existing invoice
- Search for an item in the Item Search field
- If the item is not found and Quick Add is enabled:
- The Quick Add Item dialog opens
- The search term is pre-filled in the UPC/Barcode field
- Enter the item details (name, price, cost, barcode, category)
- Choose your action:
- Add Item — Creates the item and adds it to the invoice
- Enter Item Details — Creates the item, adds it to the invoice, and opens the full item editor
- Search Again — Returns to the search field
- Continue building the invoice as normal
Differences from POS Quick Add
The Quick Add experience in invoices is nearly identical to the POS version, with one small difference:
- In POS, the location is determined by the machine's assigned location
- In Invoices, the location is determined by the current session's location or the machine's location
The resulting item is the same in both cases — a full inventory item usable across the system.
When This Is Useful
Quick Add in invoices is particularly helpful when:
- Creating a custom order for a customer with items not yet in the system
- Building a quote or estimate that includes new products
- Processing a special order with items you don't regularly stock
- Setting up the system for the first time while still processing sales
Requirements
Same as POS Quick Add:
- Machine must have "Enable Quick Add" turned on
- User must have the Quick Add Items permission
After Quick Add
Remember that items created via Quick Add start with minimal information. It's important to:
- Review the notification sent to managers
- Open the item in the Inventory module
- Add complete details: description, supplier, reorder point, images, additional pricing, etc.
- Adjust stock levels as needed