Edit Detailed Descriptions on Quotes, Jobs, Purchase Orders, Invoices & Delivery Notes

Previously, you could only change this in the Item edit screen and when the item was added to the quote it would be put on the final PDF without the possibility of editing.

Now, if you show the detailed description in the line item edit columns you can edit the detailed description. This change is only applied to the item on the quote and does not change it in the Items list.

To show the Detailed Description column on the quote edit screen:

  • Click on the Cog
  • Select Quotation Settings (for the other modules select their settings instead)
  • Click on Show/Hide Line Item Columns
  • Find the ‘Detailed Description’ column and set it to ‘Show’

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