Procedures

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Build Quote Line Items

Add Line Items

1. Open a Quote record and click the Edit icon
2. Click the Line Items tab, then click the Find Products subtab
3. Use the search fields and drop-down boxes to refine the search, then click Find Product.  The Parts grid displays the results based on filtering
4. Highlight the row you want to add, then click Add to 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 Edit icon, then click the SOW tab
2. Enter text and format accordingly. Optionally, you can insert a pre-defined selection of formatted text from a template.  To do this, click the Insert drop-down for available HTML Templates, and select one
3. Click the Save icon