General Settings - Default Line Items

Default Line Items 📑

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Why This Matters to Your Business 📌

Setting up Default Line Items in Movegistics 5.0 automates your quoting and billing processes, ensuring accuracy and efficiency by pre-selecting commonly used charges. This helps reduce manual entry, streamline workflow, and maintain consistency across invoices and estimates.

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Adding Default Line Items ⚙️

Follow these steps to easily manage and create default line items:

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Step-by-Step Guide

1. Navigate to Settings > General > Default Line Items.

2. Click the blue + button at the top left to add a new default line item.

3. Fill out the following fields in the "Add Default Line Item" window:

   • Default Line Item Title: Clearly name your default line item (e.g., "Booking Fees", "Fuel Surcharge").

   • Service Type: Select the applicable service type from the dropdown menu.

   • Category: Choose the category to associate with this line item for organized tracking.

   • Pricing Section: Specify the pricing section to correctly categorize the line item within billing.

   • Line Item: Select the specific line item you want to default for quicker invoicing.

4. Once all necessary details are complete, click Save.

Your default line item is now set and ready for automatic inclusion in relevant quotes and invoices.

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Editing or Removing Default Line Items

• To edit or delete existing default line items, select the checkbox beside the item, then choose Edit or Delete from the top menu.

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Best Practices 🌟

• Regularly review default line items to ensure they remain relevant and updated.

• Clearly label default line items to avoid confusion and enhance billing accuracy.

Using Default Line Items in Movegistics 5.0 ensures efficiency and accuracy in your billing and quoting processes.

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For additional help or support, contact our team at [e-mail].