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How to Add Lines to an Order?
How to Add Lines to an Order?
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Written by Training
Updated over a month ago

📌 This feature is available for all Starter, Professional and Performance plans.

For detailed information on each plan, you can check 👉 here.

1. From the Web Version

When creating a new order, one of the requirements is to attach products to the order. To do this, you have the "Add Lines" button located at the top right of the box.

A product search bar will appear, where you will find all products classified into folders.

By entering the folder of the desired products, a list will appear displaying the product image, name, a short description, and on the right side, the product price, available stock, and the Add button.

Each time you click the Add button, the product will be added again.

The product will automatically be added to the table, where you can view all related information: name, quantity, unit price, total, and any additional custom fields created.

If you want to modify the quantity or price, you can do so directly in the table by clicking on the corresponding number.

If you want to remove a product from the table, click the X next to the product image and confirm by clicking Delete in the pop-up message.

2. From Mobile

Once inside the order creation screen, at the bottom, you will find the option "Add Product". Click on it:

Android Device

iOS Device

You will see all products classified into folders:

Android Device

iOS Device

By entering one of the folders, you will find the related products. To add a product, click on the Add option (icon).

Android Device

iOS Device

Next, specify the quantity of units, and once finished, click on the checkmark to confirm.

Android Device

iOS Device

The product will automatically appear in the order details:

Android Device

iOS Device

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