Quote Item Grid

Introduction

Use the Quote Item grid to manage quote items in FieldFX Mobile.

Prerequisites

To use the Quote Item grid, you need to:

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

Record Type Filters

Use the Record Type filters to filter the Quote Item grid by record type.

Example of Quote Item filter options from FieldFX Mobile

FX Header

When the FX Header is configured, the fields selected to display on it are identified on the Quote Details of a quote.

FX Header in FieldFX Mobile’s Quote Details screen

The expandable and collapsible FX Header displays at the top of the Quote Item grid of a quote. To expand the FX Header when it is collapsed, click the Header tab.

Headers tab in FieldFX Mobile’s Quote screen

The FX Header displays the same preselected fields across all Record Type filters.

To collapse the FX Header when it is expanded, click the Header tab.

FieldFX Mobile’s Quote Item with expanded header

Items List

The Items list displays the items on the quote including the following:

FieldFX Mobile Quote Details screen

Required Items

A red triangle displays next to required items.

Example

The 20 ton flatbed sandblast truck in this screenshot is required.

FieldFX Mobile Quote Details with a required item

An item is required if the linked price book item has Required Item selected or the item is required by a rule. Required items get added automatically and can’t be deleted.

Parent & Child Items

The Items list groups parent and child items together. Child items are indented under the parent.

Child items get added automatically when you add their parent.
FieldFX Mobile Quote Details with parent and child items

Sorting Items

The Items list changes based on the Record Type filter you select.

The default sort order is by sequence number.

You can use the Sort control to change the sort order:

FieldFX Mobile’s sort control button set to Sequence Number
  1. Select a field on the control to sort items based on entries in that field.

  2. Select the arrow on the control to toggle between ascending/descending order.

Locked Fields

Quote Item Fields can be controlled by a locking field, either default or custom locking fields.

If the locking field is True, you can’t edit the locked field.

Action Buttons

Use the action buttons to add, edit, and delete quote items:

Button Description

Blue add button

Select to add items

FieldFX Mobile’s edit toggle with edit mode disabled

Select to make grid fields editable

FieldFX Mobile’s edit toggle with edit mode enabled

Select to make grid fields read-only

FieldFX Mobile’s gear icon for editing or modifying selected items

Select to edit, copy, add child items, apply stage pricing, or delete the selected item(s)

Step-by-Step Guides

To start, open a quote in FieldFX Mobile and select Items on the sidebar.

With quote items, you can do:

Copying Quote Items

  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 icon
  6. Select Copy.

Filtering Quote Items

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select a Record Type filter.

    Grid filters

Sorting Quote Items

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select the Sort control.

    FieldFX Mobile grid sort set to sequence number
  5. 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

  1. Select Quotes on the sidebar.

  2. Select the quote.

  3. Select Items on the sidebar.

  4. Select Grid Edit.

    Edit button in disabled mode

    Edit mode switches to enabled.

    Edit button in enabled mode
  5. 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.

    • The price for items that have Locked Price/Markup selected.

  6. Enter new information.

  7. Select Grid Edit

    Edit button in enabled mode

    Edit mode switches to disabled.

    Edit button in disabled mode

Editing a Quote Item

  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.

    • The price of items that have Locked Price/Markup selected.

  6. Select Save.

    Blue save button

Editing Multiple Quote Items

  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 gear button
  6. Select Bulk Edit.

  7. Select the field to edit.

    You can’t edit: * The discount for items that have Locked Discount selected. * The price of items that have Locked Price/Markup selected.

  8. Enter new information.

  9. Select Save.

    Green check save button

Applying Stage Pricing to Quote Items

  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 gear button
  6. Select Stage Price.

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

  8. Select Save.

    Green check 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

  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 gear button

  6. Select Delete.

  7. Select DELETE.

Videos

Adding Quote Items

Adding Child Quote Items

Copying Quote Items

Filtering & Sorting Quote Items

Editing a Quote Item

Editing Multiple Quote Items

Editing Data on the Quote Item Grid

Deleting Quote Items