To add products to an existing order document, click on the Add Products button in the Products & Pricing area. In the Add Products window, you can search for products, select items from an existing collection, presentation, and/or order, as well as create a custom product.
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Quick Add
The Quick Add option enables you to select from any item in ESP by entering search terms in the "What are you looking for?" box. Type keywords, product numbers, or customer product numbers in the box. To search for your company’s existing custom products, type your ASI Number in this box and then select the product or products you would like to include on the order document.
Collection
The Collection option enables you to select any item that has been saved in a Collection. Use the "Select a Collection" dropdown to view the five most recent collections. You can also use the Search Collections box to type a collection name. Click on the collection listing to display items within and then select the product or products you would like to include on the order document.
Presentation
The Presentation option enables you to select any item that has been included in a presentation. Use the "Select a Presentation" dropdown to type a presentation name. Click on the presentation listing to display items within and then select the product or products you would like to include on the order document.
Order
The Order option enables you to select any item that has been included in an order. Use the "Select an Order" dropdown to view recent orders or use the Search Orders box to type an order number, company name, or project name. Click on the order listing to display items within and then select the product or products you would like to include on the order document.
Custom Product
The Custom Product section enables you to create an order document with a custom item on the fly. While the Product Name and Supplier are required, it is recommended that you include as much information as possible. Once you have finished entering information, click on the "Add Custom Product" button. It is important to note that custom products created for order documentation will not be uploaded to the ESP+ database. If you would like to add a custom product that has already been uploaded to ESP+, you can use the Quick Add option.
For more information regarding custom products, please review the Create Order Documents with Custom Products article.
Selected products will be moved into the Selected Products & Services section and will be included on the order document. If you need to remove a product, click on this icon. When you are finished, click on the “Add Products” button.
The items will now be available to configure and update the product information on the order document. It is important to note that items added from an existing order will be include with any configurations from the previous order.
You can continue to include additional products by clicking on the Add Products button.