Components Button

Updated November 11, 2021

When creating a new component for an estimate or an order, the system allows the user to conveniently copy component data from an existing estimate or order. To do this, click the "Components" button and the system will display a list of components.

 

 

Highlight then click "Select" to load a component from an existing estimate or order.

 

The user may add “User Defined” columns to the above display. Refer to Customize Data Grid for "how to" instructions.