Quote Item Builder

This feature has been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.

Introduction

The Quote Item Builder is a quote management tool in FieldFX Back Office.

Use the Quote Item Builder to:

Prerequisites

To setup and use Quote Item Builder, you need to:

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

Quote Details

The Quote Details section displays basic quote information.

Quote Details section of FieldFX Back Office

Search Filters

Use the Search Filters to filter the quote items shown in the Item grid.

Search Filters section of FieldFX Back Office

Item Grid

The Item grid displays the quote items on a quote.

Example of the Configure Your Items screen for quote items

Use the Item grid to add, edit, or delete quote items.

Parent & Child Items

Child items display indented under their parent item.

Quote Item grid with child items

Bulk Update

Use the Bulk Update feature to edit multiple quote items at once.

Item grid’s Update Selected Items panel

To use this feature, select quote items and click Bulk Update underneath the Item grid.

Barcode Scanning

Use the Barcode Scanning feature to scan barcodes on items to add them to quotes.

To use this feature, click in the Barcode field and scan the barcode on the item.

Barcode field

Stage Pricing

Use the Stage Pricing feature to apply a fixed price to a collection of quote items.

To use this feature, select ticket items/quote items and click Stage Pricing underneath the Item grid.

Item Picker

Use the Item picker to add price book items to a quote.

Price Book Item Picker example
Enter a quantity in the # field next to a price book item to add it in the specified quantity.

To open the Item picker, click Expand on the right side of the page.

The Expand button only appears when using the Price Book Builder, Ticket Items Builder or the Quotes Item Builder (here).
Expand icon

Step-by-Step Guides

Opening the Quote Item Builder

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Quotes tab.

  4. Open the quote.

  5. Click Quote Item Builder.

Adding Quote Items

  1. Open the Quote Item Builder as described above.

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

    Expand icon
    The Expand button only appears when using the Price Book Item, Ticket Items Builder or the Quotes Item Builder (here). These features have been deprecated. You should use the features automatically build into the Lightning Experience.

  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

Adding Quote Items from a Hierarchical Price Book

Prerequisite

Set up the Hierarchical Price Books feature.

  1. Open the Quote Item Builder.

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

    Expand icon

  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

Adding Child Quote Items

Prerequisite

Designate dynamic parent items.

  1. Open the Quote Item Builder.

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

    Screenshot with add child items button highlighted

    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.

    Red add child items button highlighted

    Add Child Items mode is now disabled.

Copying Quote Items

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Select items.

  4. Click Copy Selected and then click OK.

Editing a Quote Item

  1. Open the Quote Item Builder.

  2. Move down to the Item grid.

  3. Click the arrow next to the item.

    Arrow button icon

  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.

Editing Multiple Quote Items

  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

    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.

Applying Stage Pricing to Quote Items

Prerequisite

Set up Stage Pricing for quotes.

  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.

Deleting Quote Items

  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.

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