How to Add Products to Quote (Tree View)

Steps:

1. Go to Quoting > Quotes.
2. Select a quote and click the View/Edit details icon.
3. In the Products Overview section, select a folder (or create a new one) where the products should be added.
4. Click the Add Products  icon. The Product Picker opens.
5. In the Picker tab select the products. You can apply here simple/advanced filters. The products can also be pre-filtered – using a product filter logic defined in Configuration (see Quote Product Filter Logics; this logic is evaluated when the Picker is opened). 
   • Click the Add icon to add the selected product in the current folder. 
   • Click the Add in new folder icon to create a new folder with the selected products.
   • Add the products to the Basket . You can apply several filters one after another and add products to the basket on the fly. Before you add the content of the basket to the quote, you can review/remove products and change the quantity. 
6. Optionally, you can select the products by entering their IDs in the 'Text entry' tab.
   On this tab, SKUs containing a dot (e.g. "123.456.789") are supported too. If you need to separate different SKUs, use one of these characters as a separator: coma (,), colon (:), semicolon (;), apostrophe ('), quote ("), tab (\t), return (\r), new line (\n).
   (The 'Mass Add' tab is available only for the table view.)