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Items display order

You have just generated your document (quote, invoice, certificate, etc.). However, the list of items or products / services in the related list of the template is not ordered. (ex: quote line items)

To order the list of items in a related list:

  • Log into your Cirrus Shield account.
  • Click on the desired tab (in this case: Quote).
  • In the Quote line items section: click on the desired column (Ex: unit price).

The order of the quote lines items in your document will be the same as displayed on the screen.

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