1. Login into your DashManager

  2. Click on the Quotes  tab

  3. Click on the Items tab
    C:\Users\david\Documents\Technical Writing\Elev.io\Quotes - Adding a Brand New Item to SocketApp\Item Tab and Add Item.png

  4. Click on + New Item button (please fill out the following)

    • Name - item description

    • Code - item ID

    • Description - long description of your item

    • Unit Price - price of your item

    • Charge Recurring Fee - change to Yes if your item is monthly


  5. Click on Save Item button, which will show a confirmation message saying "The Item has been saved"
    C:\Users\david\Documents\Technical Writing\Elev.io\Quotes - Adding a Brand New Item to SocketApp\Save Item Confirmation.png

  6. Click on the Back to Items button to go back to viewing Items