How do I add items to a quote?

Go to Operations, then Work Orders, and open the Quotes tab to find the quote you're working on. Each line item you add carries:

• Description
• Quantity
• Price

If the customer has an active membership, Nassima checks entitlement coverage automatically as you add each line, and shows you, item by item, what the plan covers and what the customer pays instead.

You can override that automatic coverage on any individual line — add or select a discount on that line, and it replaces the plan's default for that item only.

If the customer is redeeming a marketing package, you don't have to add its items one at a time. The whole package goes in as a single group, and the items stay tagged together as belonging to that package.

Coverage shown on the quote is a preview, not a reservation — it doesn't draw down the customer's plan allowance on its own. That happens later, when the quote turns into a job or an invoice. See Membership entitlements and service coverage for how that draw-down, and any refund, actually works.

Built this way, you can see exactly what the customer's membership is covering on each line before you ever send the quote.