How can I setup custom Products and Services? How can I setup custom Products and Services?

How can I setup custom Products and Services?

Julia Julia

To set up custom Products and/or Services, you can do the following:

  • WIthin Daylite, select the Daylite menu and select Preferences.
  • Select the Products & Services icon.

In Daylite->Preferences->Product&Services

  • To add a custom Product and/or Service, click on the '+' and select a Product or Service you would like to Add.

In Daylite->Opportunities->Estimates->Add Product or Service

  • Enter the desired details in the pane that opens up.