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Copying items to other locations

How to copy one or more items from one location to the other locations in the quote

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Written by Ashok P
Updated over 7 months ago

Imagine you are building a quote with 10 locations, and one of the locations has a unique item. Upon review, the customer wants the unique item in all locations.

Instead of manually adding the same item in all other locations, you can use the "Copy Items" feature to copy the item to all other locations.

To copy the item, click the item that needs to be copied and click "Copy items" in the side panel. This will open a modal to choose the locations to which the item needs to be copied.

Select the locations and click "Copy." Now, the item will be available in all selected locations, too.

In this example, we copy the "CCTV prewiring" Product+Labor package to three other locations in the quote.

If you want to copy multiple items from one location to another, press Shift on the keyboard, select the items, click "Copy items" in the side panel, select the locations, and click "Copy."

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