Procedures

Q360 versions 22.02 + offer new enhancements to the Quote process.  Sections organize Quote Line Items into clear, predictable blocks, streamlining the review and approval processes.

Quote Sections – End-to-end Flow

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Create Quote Item Section

To begin using Sections and Subsections within a Quote, make sure the record is in EDIT mode and then click on the Line Items tab of a Quote.

Add Section (or Sub-Section) using Add button:

1. Click EDIT button if the form is not already in EDIT mode
2. Click Add icon on the Line Items grid and select Add Section or Add Sub-Section.  Note: Sub-Sections may only be added after at least one Section has been added
3. A pop-up window will open where you will type a Description of your new Section. Enter a name and click OK
4. To add a Sub-Section, highlight a Section and click the grid Add icon again to create a Sub-Section. Repeat step 3 to name your Sub-Section
5. Repeat Sub-Section process as many times as needed.  Sections and Sub-Sections may be nested within one another to whatever level is required
6. To reorder nested Sub-Sections or move them to new Section, use the Drag Handles next to the Item in either the Line Items grid or the Sections panel

Add Section (or Sub-Section) using Sections icon on Line Items grid:

1. Click EDIT button if the form is not already in EDIT mode
2. Click Sections icon on Line Items grid.  The Sections panel will open
3. Click the ADD icon in the Sections panel and select “Add Section”
4. A pop-up window will open where you will type a Description of your new Section. Enter a name and click OK
5. The newly added Section will be appear in both the Line Items grid and the Sections panel
6. To add a Sub-Section, highlight a Section in the Sections panel and then click the Sections panel ADD icon again (select the Add Sub-Section option this time)
7. A pop-up window will open where you will type a Description of your new Sub-Section. Enter a name and click OK
8. The newly added Sub-Section will be appear in both the Line Items grid and the Sections panel
9. To reorder nested Sub-Sections or move them to new Section, use the Drag Handles next to the Item in either the Line Items grid or the Sections panel

Note: Q360 will respect Sectioning, Grouping and Sequencing of Sections and Subsections when printing a Quote

Add Items to a Section or Subsection:

1. Highlight Section or Sub-Section to which you wish to add Items
2. Click on the Find Product or Advanced Find Product icon within the Line Items grid
3. Use the Search box or Advanced Search options to find Products.  Add Product by highlighting the Item and then click the ADD icon in the Parts grid
4. Click SAVE button when you have finished adding Items to your Sections and Sub-Sections

Note:  Kits (K type items) behave differently when added to a Quote.  They will appear as a separate Section containing all Items kitted together.  If this Kit belongs within another Section, simply drag and drop the Items into that Section and delete the Kitted Section (now empty)

Add Section using Quick List or add Quick List to an existing Section:

1. Click the Quote form EDIT button
2. Using the Line Items grid Quick List icon, search for and select a Quick List
3. A pop-up window will appear asking you to choose the Cost Source and Price Source.  Make your selections and then click OK
4. The Quick List you selected will appear in the Line Items grid as its own Section which may be renamed, moved, or nested within the grid using the Sections area as described above
5. Alternatively, Quick Lists may be added to existing Sections or Subsections by highlighting the Section or Subsection to which the Quick List should be attached and then following steps 2-3 above.  The Items in this Quick List will appear in the Line Items grid nested under the current Section
6. Click the record SAVE icon

Quantity Function (Section Multiplier):

It is not necessary to add numerous identical Sections Item by Item to a Quote.  The Qty column of the Line Items grid is editable when the grid is in Edit mode.  Double click in the Qty column next to the Section you would like to multiply and enter the number of identical Sections you would like the Quote to contain.  The Ext Qty column will then display the total number of each Item included in the Quote.  Save the form

Note: Both Sections and Subsections may be multiplied using this option

Grouping Items (using Group columns) – Update Group Fields by Section:

Update Group Fields on Quotes – Using Sections

1. Click the Edit button
2. Click the Expand icon on the Line Items grid to expand all Sections and Subsections
3. From the Extended Menu of the Line Items grid, select Update Group Fields by Section
4. A pop-up window will open asking “Which group field do you want to update?” Select “Dynamically by section depth” from the drop-down menu and click Confirm. This option recognizes that the overarching Section is the ‘main’ Section for the Quote and assigns this Section to the Group 1 column.  Subsequent level 2 Subsections are grouped within the Group 2 column, level 3 Subsections are grouped within the Group 3 column and so forth
5. Save

Note:  Grouping on the Quote level will be maintained through to the Material tab of a Project created from this Quote

Quotes will process forward to Projects as they always have, using the Process button

Once your Quote has been converted to an Order, you will notice that Sections that were multiplied on the Quote have been split into separate Line Items.  These may be renamed at this point if needed.  Subsections under each Section have carried over to the Order and may be viewed by expanding the Sections.  Subsections may be renamed at this point if needed

Quote Duplicate vs Copy Functions

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Quote Item Section Duplicate vs Copy

Quote Sections: Duplicate

1. Quote > Line Items tab with sections already added.  Put form in EDIT mode
2. Locate a Section on the Sections subtab.  Right click on the Section you want to duplicate and select “Duplicate This Section.”  The new duplicate Section will be added to the Sections subtab and to the Line Items grid.  This option is used when you want the duplicate Section to appear on the same Quote
3. Description, quantity, pricing and other changes may be made directly in the Line Items grid by double clicking in a cell
4.  Save Quote

Quote Sections: Copy

1. Quote > Line Items tab with Sections already added.  Put form in EDIT mode
2. Locate a Section on the Sections subtab.  Right click on the section you want to duplicate and select “Copy This Section.”  This option is used when you want to add the copied Section to a different Quote
3. Open the Quote to which you want to add the copied Section.  Highlight a Line Item on the Line Items grid to which you would like to add the Section copied above
4. From the Line Item grid Extended Menu, select either “Paste Selected Item(s) Before” or “Paste Selected Item(s) After.”  Copied selection from previous Quote will appear in the new Quote
5. Description, quantity, pricing and other changes may be made directly in the Line Items grid by double clicking in a cell
6.  Save Quote

Quote Sections – Split Line Items

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Quote Sections Auto Split