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Make an Item add itself to every new Sale/Hire (Auto Add)

HirePOS Guides03. Setup03. ItemsSpecial Purpose Items

Make an Item add itself to every new Sale/Hire (Auto Add)

When set as "Auto-Add", Items will be automatically added to any new Quote/Booking/Invoice. This is commonly used to add damage waivers, delivery fees, or other common charges to an invoice.

  1. From the main menu strip at the top, go to Setup > Items, and click the item you wish to auto-add to all new Sales (Quotes/Bookings/Invoices).

  2. Click the Rates/Prices tab.

  3. Click the Auto Add subheading to expand open.

  4. You have the option to either auto add the item as the First Item or the Last Item on the job. Note that if you choose to auto add as Last Item, the item will initially appear on the first row of the new sale, however once you save or preview the sale then the item will shift down to the last row.