Quote Item Wizard

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

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.

    FieldFX Mobile’s record type filters
  • 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.

    FieldFX Mobile’s quote item list
  • 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.

GIF of doing a keyword search

Step-by-Step Guides

To start:

  1. Open a quote in FieldFX Mobile

  2. Select Items on the sidebar

  3. Select Add

Adding Quote Items

  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.

    FieldFX Mobile record type selection
  6. Select items.

    FieldFX Mobile’s quote item list
  7. Select Add.

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

Adding Quote Items from a Hierarchical Price Book

  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.

    GIF of doing a keyword search
  6. Select items.

  7. Select Add.

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

Adding Child Quote Items

  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 gear icon
  6. Select Add Child Items.

  7. Select child items.

  8. Select Add.

    Green add button

The child items display indented below the parent item.

Parent and child items

Videos

Adding Quote Items

Adding Child Quote Items