How to set a product as an add-on and replace a product in the Bid Worksheet in MeasureSquare CRM
This article will guide you through how to set a product as an add-on and replace a product in the Bid Worksheet in MeasureSquare CRM.
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Steps to Set a Product as an Add-On
Step 1: Click on the three dots at the end of the product you want to set as an add-on in the Bid Worksheet.
Step 2: Select Set as Add-On from the dropdown menu. This will open a dialog box to associate the selected product with a parent product.
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Step 3:
Choose the parent product to which the add-on will be attached. Click Select to confirm the association. The selected product will now be linked as an add-on to the parent product.
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To Remove an Add-On Product:
Step 1: Locate the add-on product in the Bid Worksheet. Click on the three dots at the end of the add-on product.
Step 2: Select Remove as Add-On from the dropdown menu. This will detach the product from its parent product, making it a standalone item in the worksheet.
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Steps to Replace a Product
Step 1: Click on the three dots at the end of the product you want to replace in the Bid Worksheet.
Step 2: Select Replace Line Item from the dropdown menu. This will open a dialog box to select a replacement product.
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Step 3:
Choose the replacement product from the list and click OK to save the changes. The original product will be replaced with the selected product in the Bid Worksheet.
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Note:
If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 or email support@measuresquare.com.
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