If you are creating a quote or an order for a product that is not in your system, you can quickly add it as a free form product. This is useful if you do not have the time to go through the process of defining a new product or if you want to quickly add a product you are not likely to use again.
To add a free form product:
- Click on the Add Free Form Product button.
A free form line item is added.
- Click in each field of the line item to type a name, color, quantities by size, decoration description and unit price for the product.
- Optionally, specify the package shipping dimensions for the product if you want the system to calculate the required shipping package sizes for live shipping methods.
- Click on the cog icon beside the line item and select shipping dimensions from the drop down menu.
- Enter the package Weight, Width, Height and Length for the product in the Dimensions popup.
- Click okay.
- Click on the cog icon beside the line item and select shipping dimensions from the drop down menu.
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