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Use a free code product when you want to add something unique/special to a quote that is not in any standard catalogues or in My Catalogue.
Standard Free Code
1.Right-click on the Add Product button.
2.Click in the product code box to type in a product code of your choice.
3.Click in the description box to enter a description of your choice.
4.Right-click on the newly created product code and click Pricing Information. This will show you 2 boxes to input a cost price and a selling price. If you only enter a price on the quote screen, the cost price will remain at £0.
5.If the supplier column is shown on the quote screen, select a supplier from the drop down box. If the required supplier is not in the list, go to Suppliers and click Add). If you do not select a supplier, when you come to place the purchase orders you will be given the same list to select a supplier.
Continue to work with the quote/sales order as normal. You can have multiple free code products on a quote.
Free Codes in Product Groups
When you add free code products, the default product group will be accessories. This grouping affects the quote layout, i.e. the sub-heading where the product appears.
To pick the group that the product uses right-click on the down arrow next to Add Product and select the group to add the product into. Then continue the steps as above to title and price the product.
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