Quote Items

Introduction

A quote item is a price book item on a quote.

Use the Quote Item Builder or Quote Item Wizard to add quote items.

Prerequisites

To use quote items, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Relationship with Price Book Items

Basics

You can add price book items to a quote from the:

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:

Table 1. Price Book Items to Quote Items
Price Book Item Field Quote Item Field

FX5__Catalog_Cost__c

N/A

To copy data from the FX5__Catalog_Cost__c field to quote items, add a custom field named Cost__c to the Quote Item object.

FX5__Catalog_Description__c
FX5__Description_Override__c

If you don’t make an entry in the FX5__Description_Override__c field, quote items inherit their description from the FX5__Catalog_Description__c field in the price book item.

FX5__Description__c

FX5__Catalog_UOM__c

FX5__Catalog_UOM__c

FX5__Default_Quantity__c

FX5__PBI_Default_Quantity__c

FX5__Discount_Percent__c

FX5__Discount_Percent__c

FX5__Enable_Dynamic_Parenting__c

FX5__PBI_Enable_Dynamic_Parenting__c

FX5__Included_Quantity__c

FX5__PBI_Included_Quantity__c

FX5__Locked_Description__c

FX5__PBI_Locked_Description__c

FX5__Locked_Discount__c

FX5__PBI_Locked_Discount__c

FX5__Locked_Price_Markup__c

FX5__PBI_Locked_Price_Markup__c

FX5__Maximum_Quantity__c

FX5__PBI_Maximum_Quantity__c

FX5__Minimum_Charge__c

FX5__PBI_Minimum_Charge__c

FX5__Mimimum_Quantity__c

FX5__PBI_Minimu_Quantity__c

FX5__Parent_Price_Book_Item__c

FX5__Parent_Quote_Item__c

FX5__Price__c

FX5__Price__c

FX5__Pricing_Method__c

FX5__PBI_Pricing_Method__c

FX5__Required_Item__c

FX5__PBI_Required_Item__c

FX5__Requires_Parent_Item__c

FX5__PBI_Requires_Parent_Item__c

FX5__Sequence_Number__c

FX5__Sequence_Number__c

FX5__Surcharge_Env__c

FX5__PBI_Surcharge_Env__c

FX5__Surcharge_Fuel__c

FX5__PBI_Surcharge_Fuel__c

FX5__Ticket_Item_Record_Type__c

RecordType

  • 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.
  • Fields that are prefixed with Locked_ prevent the editing of the related field (with the similar API name) when the locking field is True.

  • You can add your own Custom Locking Fields to the Quote Item

  • When a locked field on a Price Book Item is copied to the Quote, the Quote Item’s matching field is also locked.

Relationship with Jobs

You can now take data from an approved quote and turn it into a job in FX Back Office.

Copying Data from Approved Quotes to a Job

When you want to turn an approved quote into a job, data copies from the quote object to the job in FX Back Office.

Starting with v1.158 of the FX5 Managed Package, you can use these labels and API names in the Quote object:

Table 2. FX Quote Field to FX Job Field
Label API Name Label API Name

AFE Number

FX5__eAFE_Number__C
(Text - 255 characters max)

Site Country

FX5__eSite_Country__c
(Text - 255 characters max)

Contact Name

FX5__eContact_Name__c
(Text - 100 characters max)

Site Latitude

FX5__eSite_Latitude__c
(Number - Latitude format: 000.000000)

Contact Phone

FX5__eContact_Phone__c
(Text - 5 characters max)

Site Longitude

FX5__eSite_Longitude__c
(Number - Longitude format: 000.000000)

Customer PO

FX5__eCustomer_PO__c
(Text - 50 characters max)

Site State

FX5__eSite_State__c
(Text - 255 characters max)

Projected Start Date

FX5__eProjected_Start_Date__c
(Date/Time)

Site Zip

FX5__eSite_Zip__c
(Text - 20 characters max)

Projected End Date

FX5__eProjected_End_Date__c
(Date/Time)

Warehouse

FX5__eWarehouse__c
(Lookup)

Site Address1

FX5__eSite_Address1__c
(Text - 255 characters max)

Well

FX5__eWell__c
(Lookup)

Site Address2

FX5__Site_Address2__c
(Text - 255 characters max)

Requested Start Date

FX5__Requested_Start_Date__c
(Date/Time)

Site City

FX5__Site_City__c
(Text - 255 characters max)

Step-by-Step Guides

With quote items, you can:

Adding Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Click Expand on the right side of the page.

    Expand icon
    The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder.
  3. Select price book items.

  4. Click Add Selected.

    Child items get added automatically when you add their parent item.
  5. Click Close on the left side of the Item picker.

    Collapse icon

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Select a record type.

    Selecting a Quote Item’s record type in FieldFX Mobile
  6. Select items.

    Quote item list in FieldFX Mobile
  7. Select Add.

    Green add button

Adding Quote Items from a Hierarchical Price Book

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Click Expand on the right side of the page.

    Expand button

    The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder.
  3. Click Extended Price Book Items.

    Extended Price Book example
  4. Select price book items.

  5. Click Add Selected.

    Child items get added automatically when you add their parent item.
  6. Click Close on the left side of the Item picker.

    Collapse icon

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Perform a keyword search to locate the items and select Show More from Extended Price Book.

    Extended search in FieldFX Mobile
  6. Select items.

  7. Select Add.

    Green add button
Child items get added automatically when you add their parent item.

Adding Child Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Click Add Child Items next to a dynamic parent item.

    Add child items button in the Configure Your Items panel

    The Item picker opens.

  3. Select child items.

  4. Click Add Selected.

    The child items display indented under their parent item.

  5. Click Close on the left side of the Item picker.

    Collapse icon
  6. Click Add Child Items.

    Add child items button - red

    Add Child Items mode is now disabled.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select a dynamic parent item.

  5. Select Update.

    Update icon
  6. Select Add Child Items.

  7. Select child items.

  8. Select Add.

    Green add button

The child items display below the parent item.

Quote item example with parent and children

Adding Quote Items to a Ticket

FieldFX Back Office

  1. Open the Ticket Item Builder.

  2. Click Expand on the right side of the page.

    Expand icon
    The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder.
  3. Click the Quote Item Picker tab.

  4. Select quote items.

  5. Click Add Selected.

    Child items get added automatically when you add their parent item.
  6. Click Close on the left side of the Item picker.

    Collapse icon

FieldFX Mobile

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Add.

    Blue add button
  5. Select the Quotes item type filter.

  6. Select quote items.

  7. Select Add.

    Green add button
    Child items get added automatically when you add their parent item.
  8. (Optional) Enter details before saving.

Copying Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Copy Selected.

  5. Click OK.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the items.

  5. Select Update.

    Update button
  6. Select Copy.

Editing a Quote Item

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Click the arrow next to the item.

    Rounded arrow button
  4. Click Edit.

  5. 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.

  6. Click Save.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the item.

  5. 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.

  6. Select Save.

    Blue check save button

Editing Multiple Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Bulk Update.

  5. Make edits on the Updated Selected Items panel.

    Update Selected Items panel in FieldFX Back Office

    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.

  6. Click Update.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the items to edit.

  5. Select Update.

    Update button
  6. Select Bulk Edit.

  7. 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.

  8. Enter new information.

  9. Select Save.

    Green Check

Applying Stage Pricing to Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  4. Click Apply Stage Pricing.

  5. In Total Staging Price, enter the price to charge for the items.

  6. Click Apply.

    • The total price for the items is now the specified stage price.

    • The discount percentage of each item also updates.

    • To remove stage pricing, delete the items and then re-add them.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  5. Select Update.

    Update button

  6. Select Stage Price.

  7. In Total Stage Pricing, enter the price to charge for the items.

  8. Select Save.

    Green save button
    • The total price for the items is now the specified stage price.

    • The discount percentage of each item also updates.

    • To remove stage pricing, delete the items and then re-add them.

Deleting Quote Items

FieldFX Back Office

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Select items.

    You can’t delete an item if:

    Child items get deleted automatically when you delete their parent item.

  4. Click Delete Selected.

  5. Click OK.

FieldFX Mobile

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the items to delete.

    You can’t delete a quote item if:

    Child items get deleted automatically when you delete their parent item.

  5. Select Update.

    Update button
  6. Select Delete.

  7. Select DELETE.

Videos

Adding Quote Items

FieldFX Mobile

Adding Child Quote Items

FieldFX Mobile