Quote Items
Prerequisites
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To use quote items, you need the following licenses:
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To use quote items, you must:
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To use quote items, you need:
Basics
A quote item is a price book item on a quote.
Use the Quote Item Builder or Quote Item Wizard to add quote items.
Relationship with Price Book Items
Basics
You can add price book items to a quote from the:
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Price book for the quote
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Price books you have permission to access
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Price books above the quote’s price book in a hierarchy
Copying Data from Quote Items
When you add a price book item to a quote, data copies from the price book item to the quote item.
Data copies between the following managed fields by default:
| Price Book Item Field | Quote Item Field |
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N/A [1] |
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You can add custom fields to copy additional information between price book items and quote items.
| Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Quote Item objects. |
Step-by-Step Guides
Adding Quote Items
FieldFX Back Office
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The Quote Item Builder adds price books to the quote automatically if they have Required Item selected.
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The Rule Engine adds price books to the quote automatically if required by a rule.
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Click Expand on the right side of the page
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Select price book items
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Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker
FieldFX Mobile
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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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The Quote Item Wizard adds price books to the quote automatically if they have Required Item selected.
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The Rule Engine adds price books to the quote automatically if required by a rule.
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Select Add
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Select a record type
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Select items
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Select Add
Adding Quote Items from a Hierarchical Price Book
FieldFX Back Office
Prerequisite
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The Quote Item Builder adds price book items to the quote automatically if they have Required Item selected.
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The Rule Engine adds price book items to the quote automatically if required by a rule.
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Click Expand on the right side of the page
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Click Extended Price Book Items
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Select price book items
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Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker
FieldFX Mobile
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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The Quote Item Wizard adds price book itemsto the quote automatically if they have Required Item selected.
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The Rule Engine adds price book items to the quote automatically if required by a rule.
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Select Add
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Perform a keyword search to locate the items and select Show More from Extended Price Book
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Select items
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Select Add
| Child items get added automatically when you add their parent item. |
Adding Child Quote Items
FieldFX Back Office
Prerequisite
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Open the Quote Item Builder
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The Quote Item Builder adds price book items to the quote automatically if they have Required Item selected.
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The Rule Engine adds price book items to the quote automatically if required by a rule.
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Click Add Child Items next to a dynamic parent item
The Item picker opens.
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Select child items
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Click Add Selected
The child items display indented under their parent item.
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Click Close on the left side of the Item picker
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Click Add Child Items
Add Child Items mode is now disabled.
FieldFX Mobile
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 a dynamic parent item
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Select Update
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Select Add Child Items
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Select child items
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Select Add
The child items display below the parent item.
Adding Quote Items to a Ticket
FieldFX Back Office
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Open the Ticket Item Builder
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Click Expand on the right side of the page
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Click the Quote Item Picker tab
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Select quote items
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Click Add Selected
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker
FieldFX Mobile
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Select Add
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Select the Quotes item type filter
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Select quote items
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Select Add
Child items get added automatically when you add their parent item. -
(Optional) Enter details before saving
Copying Quote Items
FieldFX Back Office
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Open the Quote Item Builder
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Move down to the Item grid
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Select items
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Click Copy Selected
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Click OK
FieldFX Mobile
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
Editing a Quote Item
FieldFX Back Office
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Open the Quote Item Builder
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Move down to the Item grid
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Click the arrow next to the item
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Click Edit
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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 for items that have Locked Price/Markup selected.
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Click Save
FieldFX Mobile
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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
FieldFX Back Office
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Open the Quote Item Builder
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Move down to the Item grid
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Select items
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Click Bulk Update
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Make edits on the Updated Selected Items panel
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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Click Update
FieldFX Mobile
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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
FieldFX Back Office
Prerequisite
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Open the Quote Item Builder
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Move down to the Item grid
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Select items
You can’t apply stage pricing to items that have Locked Discount selected. -
Click Apply Stage Pricing
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In Total Staging Price, enter the price to charge for the items
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Click Apply
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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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FieldFX Mobile
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
FieldFX Back Office
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Open the Quote Item Builder
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Move down to the Item grid
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Select items
You can’t delete an 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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Click Delete Selected
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Click OK
FieldFX Mobile
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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 the Quote Item Builder works.
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Learn how the Quote Item Grid works.
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Learn how the Quote Item Wizard works.
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use quote items.