Add Line Items to a Tender

Use these steps to add line items to a tender if you have NOT created the tender from a quote or a job.

To add lines to a tender, complete the following steps:

1. Click Menu > Purchasing > Tenders.
2. Use the filters to search for the tender.
3. Double-click on the tender to display the tender details.
4. Click Import Tender Items.
5. Use the drop-downs to find purchase types within quotes and/or jobs that have a System Status of Progress.
6. Click Import. The line item is listed on the tender.
7. Click Update to save your changes.