Procedures

10:21

Build Quote Line Items

Add Line Items

1. Open a Quote record and click the Line Items tab
2. Click the Edit button, then click the Find Product subtab
3. Use the search field to refine the search and press the Enter key.  The Parts grid displays the results based on filtering
4. Click the Add icon next to the Item you wish to add.  The Item will appear in the Line Items grid of your Quote
   • Optional: select the “Special Order” flag checkbox to indicate that this Quote Item should later appear in the Purchasing Queue for Purchaser to explicitly purchase the Item (regardless of Master Item type or whether there is sufficient quantity available on hand in Inventory)
5. Click the Save icon

Copy Line Items

Copying Line Items from an another Quote can be useful if there are a lot of Items to add to your Quote

1. Open the Quote you are building and click the Edit icon
2. Click the Line Items tab and highlight the rows you want to copy
3. In the Line Items grid Extended Menu, select Copy Selected Item(s)
4. In the Quote you are building, select Paste Selected Items(s) After.  The copied Items will display in your Quote

Group Line Items

Grouping arranges Quote Line Items within five possible Groups with default captions Group 1 to Group 5.  When a Quote is printed, only Group 1 and Group 2 are referenced, and dependent on your configuration.

To set the Group 1 and Group 2 values for Quote Line Items complete the following steps:

1. With the Quote in Edit mode, do the following:
   1. Find the Group 1 column and highlight the Line Item rows you wish to group
   2. In the Line Items grid Extended Menu, select Update Group Fields, and enter the text description
   3. In the grid, verify the selected row’s Group 1 value is updated with the text
2. To further categorize a subset of Group 1 line items, do the following:
   1. Find the Group 2 column and highlight the line item rows you wish to group
   2. In the Line Items grid Extended Menu, select Update Group Fields, and enter the text description
   3. In the grid, verify the selected row’s Group 2 value is updated with the text
3. Repeat this process as required

Add Statement of Work (SOW) content

1. In the Quote, click the SOW tab
2. Click the Edit icon and enter text in text box.  Format as needed
3. Optionally, you can insert a link, table, image or Global Comment using the respective icons above the text box
4. To save your text as a Global Comment, click the “Save as Global Comment” icon above the text box
5. Click the Save icon