Quote Item Wizard :: FieldFX Documentation

Prerequisites

To use Quote Item Wizard, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up the Quoting feature Set up the Quote Item Wizard Add quotes

Have these user licenses

Have these permissions

Complete these tasks
and review these topics
before continuing

FX E-Ticketing minimum permissions

Introduction

Use the Quote Item Wizard to add quote items in FieldFX Mobile.

Record Type Filters

Use the Record Type filters to filter items by record type.
The Record Type filters change based on the Item Type filter you select.

Items List

Basics

The Items list displays the items you can add to the quote.
The Items list changes based on the Record Type filters you select.

Sorting Items

Use the Sort control to change the sort order:

Sort control button with Sequence Number selected

Select a field on the control to sort items based on entries in that field.

You can sort by any field on the Price Book Item search results layout.
Select the arrow on the control to toggle between ascending/descending order.

Searching for Items

Use the Search field to do a keyword search for specific items.

Step-by-Step Guides

To start:

Open a quote in FieldFX Mobile
Select Items on the sidebar
Select Add

Adding Quote Items

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
- The Quote Item Wizard adds price books to the quote automatically if they have Required Item selected.
- The Rule Engine adds price books to the quote automatically if required by a rule.
Select Add.
Select a record type.
Select items.
Select Add.

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

Adding Quote Items from a Hierarchical Price Book

Prerequisite

Set up the Hierarchical Price Books feature.

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
- The Quote Item Wizard adds price book items to the quote automatically if they have Required Item selected.
- The Rule Engine adds price book items to the quote automatically if required by a rule.
Select Add.
Perform a keyword search to locate the items and select Show More from Extended Price Book.
Select items.
Select Add.

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

Adding Child Quote Items

Prerequisite

Designate dynamic parent items.

Select Quotes on the sidebar.
Select the quote.
Select Items on the sidebar.
Select a dynamic parent item.
Select Update.
Select Add Child Items.
Select child items.
Select Add.

The child items display indented below the parent item.

Quote Item Wizard

Prerequisites

Introduction

Record Type Filters

Items List

Basics

Sorting Items

Searching for Items

Step-by-Step Guides

Adding Quote Items

Adding Quote Items from a Hierarchical Price Book

Adding Child Quote Items

Videos

Adding Quote Items

Adding Child Quote Items

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