Quote Item Grid
Prerequisites
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To use the Quote Item grid, you need the following licenses:
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To use the Quote Item grid, you must:
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To use the Quote Item grid, you need:
Basics
Use the Quote Item grid to manage quote items in FieldFX Mobile.
Getting There
Open a quote in FieldFX Mobile and select Items on the sidebar.
Record Type Filters
Use the Record Type filters to filter the Quote Item grid by record type.
FX Header
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When the FX Header is configured, the fields selected to display on it are identified on the Quote Details of a quote.
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The expandable and collapsible FX Header displays at the top of the Quote Item grid of a quote.
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To expand the FX Header when it is collapsed, click the Header tab.
The FX Header displays the same preselected fields across all Record Type filters.
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To collapse the FX Header when it is expanded, click the Header tab.
Items List
Required Items
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A red triangle displays next to required items.
Example
The 20 ton flatbed sandblast truck in this screenshot is required.
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An item is required if the linked price book item has Required Item selected or the item is required by a rule.
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Required items get added automatically and can’t be deleted.
Parent & Child Items
The Items list groups parent and child items together, with child items indented under the parent.
| Child items get added automatically when you add their parent. |
Sorting Items
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The Items list changes based on the Record Type filter you select.
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The default sort order is by sequence number.
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Use the Sort control to change the sort order:
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Select a field on the control to sort items based on entries in that field.
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Select the arrow on the control to toggle between ascending/descending order.
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Action Buttons
Use the action buttons to add, edit, and delete quote items:
| Button | Description |
|---|---|
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Select to add items |
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Select to make grid fields editable |
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Select to make grid fields read-only |
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Select to edit, copy, add child items, apply stage pricing, or delete the selected item(s) |
Step-by-Step Guides
Copying Quote Items
Prerequisite
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select the items
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Select Update
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Select Copy
Filtering Quote Items
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select a Record Type filter
Sorting Quote Items
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select the Sort control
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Select the field by which to sort the items
Select the arrow on the control to toggle between ascending/descending order.
Editing Data on the Quote Item Grid
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select Grid Edit
Edit mode switches to enabled.
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Select the field to edit
You will be notified which fields cannot be edited (because they are locked).
You can’t edit the discount for items that have Locked Discount selected.
You can’t edit the price for items that have Locked Price/Markup selected.
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Enter new information
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Select Grid Edit
Edit mode switches to disabled.
Editing a Quote Item
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select the item
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Make edits
You can’t edit the discount for items that have Locked Discount selected.
You can’t edit the price of items that have Locked Price/Markup selected.
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Select Save
Editing Multiple Quote Items
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select the items to edit
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Select Update
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Select Bulk Edit
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Select the field to edit
You can’t edit the discount for items that have Locked Discount selected.
You can’t edit the price of items that have Locked Price/Markup selected.
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Enter new information
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Select Save
Applying Stage Pricing to Quote Items
Prerequisite
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select items
You can’t apply stage pricing to items that have Locked Discount selected. -
Select Update
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Select Stage Price
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In Total Stage Pricing, enter the price to charge for the items.
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Select Save.
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The total price for the items is now the specified stage price.
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The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
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Deleting Quote Items
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Select Quotes on the sidebar
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Select the quote
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Select Items on the sidebar
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Select the items to delete
You can’t delete a quote item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
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Select Update
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Select Delete
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Select DELETE
Recommended Reading
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Learn how to set up the Quote Item Grid.
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use the Quote Item Grid.