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Q360 versions 22.02 + offer new enhancements to the quote process.

Quote Sections – End-to-end Flow

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Quote Sections End to End Flow

To begin using Sections and Subsections within a Quote, click on the Line Items tab of a Quote.  A new “Sections” area will appear

Add Section using Add button:

1. Click EDIT button
2. Click Add icon in Sections area
3. A pop-up window will open where you will name your new Section. Enter a name and click Ok
4. Click the Add icon again to create a Subsection. Repeat step 3 to name your Subsection
5. To link this second Section as a Subsection of a Section, locate the second Section in the left Section area, click on it and drag it to the Section to which it should be attached
6. Repeat Subsection process as many times as needed.  Sections and Subsections may be nested within one another to whatever level is required

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 Subsection to which you wish to add items
2. Click on the Find Product tab within the Sections area
3. Use the Search box or Advanced Search options to find Products.  Add Product by clicking the Add button next to the Item in the Parts grid
4. Click SAVE button when you have finished adding Items to your Sections and Subsections

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:

1. Click the EDIT button
2. Within the Sections area, click on the Quick List subtab. A  list of previously created Quick Lists will appear in the Sections area
3. Add a Quick List to the Quote by clicking the Add button next to the chosen Quick List.  Quick Lists may also be added to existing Sections or Subsections by highlighting the Section or Subsection to which the Quick List should be attached
4. A pop-up window will appear asking you to choose the Cost Source and Price Source.  Make your selections and then click Add icon
5. A pop-up window will appear asking “Would you like to create a new Section for this Quick List?” Click Yes.  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
6. Save

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 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 Split Line Items