To add Pax8 items to a quote start by selecting the Pax8 button on the grid toolbar.

This opens the Search Pax8 window where you can search for items you wish to include on the quote. Here you can search the Pax8 database using a search term and you can filter results by vendor. Additionally, if you wish to see all items you can hit Show All.

After you insert a search term the search results will populate in the window.

To add items to the quote select the item you would like to include, then select the Subscription Options along the bottom of the window. Once you have made your selections click Add. This will add the item to the Items to Add window.

With the Items to Add window populated with an item or items you can now click Add to Document which will insert the selected items as line items on the quote.

Note that when the item(s) is added to the quote they are inserted using the billing and commitment term suffix which represents the billing and commitment term for the item.

For example, the item SKU (Manufacturer Part #) from Pax8 for the first item listed above is MST-NCE-E4K-C100. Note that the SKU has been amended with the -MTH suffix, representing a monthly billing term, and a -MON suffix, representing a monthly commitment.

With the products added from Pax8 you could now follow the normal quote creation and delivery process.