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 |
|---|---|---|
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Relationship with Price Book Items
Basics
You can add price book items to a quote from the:
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Price book for the quote
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Price books you have permission to access
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Price books above the quote’s price book in a hierarchy
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:
| Price Book Item Field | Quote Item Field |
|---|---|
|
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. |
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. |
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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 isTrue. -
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:
| Label | API Name | Label | API Name | |
|---|---|---|---|---|
AFE Number |
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Site Country |
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Contact Name |
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Site Latitude |
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Contact Phone |
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Site Longitude |
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Customer PO |
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Site State |
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Projected Start Date |
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Site Zip |
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Projected End Date |
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Warehouse |
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Site Address1 |
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Well |
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Site Address2 |
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Requested Start Date |
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Site City |
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Step-by-Step Guides
With quote items, you can:
Add Quote Items
FieldFX Back Office
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
-
To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.
The Rule Engine also adds price book items to the quote automatically if required by a rule. -
Click
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. These builders have deprecated and are no longer supported. Use the FX -
Select price book items.
-
Click Add Selected.
Child items get added automatically when you add their parent item. -
Click
on the left side of the Item picker.
FieldFX Mobile
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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The Quote Item Wizard adds price books to the quote automatically if they have Required Item selected.
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The Rule Engine adds price books to the quote automatically if required by a rule.
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-
Select
. -
Select a record type.
-
Select items.
-
Select
.
Add Quote Items from a Hierarchical Price Book
FieldFX Back Office
Prerequisite: Set up the Hierarchical Price Books feature.
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
-
To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.
The Rule Engine also adds price book items to the quote automatically if required by a rule. -
Click Expand on the right side of the page.
-
Click Extended Price Book Items.
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Select price book items.
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Click Add Selected.
Child items get added automatically when you add their parent item. -
Click Close on the left side of the Item picker.
FieldFX Mobile
Prerequisite: Set up the Hierarchical Price Books feature.
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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The Quote Item Wizard adds price book items to the quote automatically if they have Required Item selected.
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The Rule Engine adds price book items to the quote automatically if required by a rule.
-
-
Select
. -
Perform a keyword search to locate the items and select Show More from Extended Price Book.
-
Select items.
-
Select
.
| Child items get added automatically when you add their parent item. |
Add Child Quote Items
FieldFX Back Office
Prerequisite: Designate dynamic parent items.
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
-
To add quote items from a price book, use the FX Item Picker Lightning Component once its setup.
The Rule Engine also adds price book items to the quote automatically if required by a rule. -
Click Add Child Items next to a dynamic parent item.
The Item picker opens.
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Select child items.
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Click Add Selected.
The child items display indented under their parent item.
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Click Close
on the left side of the Item picker. -
Click Add Child Items.
Add Child Items mode is now disabled.
FieldFX Mobile
Prerequisite: Designate dynamic parent items.
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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Select a dynamic parent item.
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Select
. -
Select Add Child Items.
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Select child items.
-
Select
.The child items display below the parent item.
Add Quote Items to a Ticket
FieldFX Back Office
Click to expand, click again to collapse
| The Ticket Items Builder has been deprecated and is no longer supported. |
-
To add quote items to a ticket, use the FX Item Picker Lightning Component once its setup
-
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. -
Click the Quote Item Picker tab.
-
Select quote items.
-
Click Add Selected.
Child items get added automatically when you add their parent item. -
Click Close
on the left side of the Item picker.
FieldFX Mobile
Click to expand, click again to collapse
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Select Tickets on the sidebar.
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Select a ticket for a job created from a quote.
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Select Items on the sidebar.
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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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-
Select
. -
Select the Quotes Item type.
When adding quote items, the other item types can’t be selected to add to the ticket. And when adding price book items to a quote, only items from the quote list can be selected.
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Select Quote item.
-
Select
.Child items get added automatically when you add their parent item. -
You can also add the details before saving.
Copy Quote Items
FieldFX Back Office
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
-
To copy quote items, use the FX Item Picker Lightning Component once its set up.
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Move down to the Item grid.
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Select items.
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Click Copy Selected.
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Click OK.
FieldFX Mobile
Prerequisite: Configure the Quote Item Copy feature.
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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Select the items.
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Select
. -
Select the item or items to copy from the grid.
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Select
.If there is a number in the corner of the icon, it is the number of selected items to copy.
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From the menu that appears, select
.The number of items you selected is shown below the actions.
The new copied items appear on the grid already selected. You can edit them if needed.
Edit a Quote Item
FieldFX Back Office
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
-
To edit a quote item, use the FX Item Picker Lightning Component once its set up.
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Move down to the Item grid.
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Click the arrow next to the item.
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Click Edit.
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Make edits.
IMPORTANT: You can’t edit the discount for items that have Locked Discount selected or edit the price for items that have Locked Price/Markup selected.
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Click Save.
FieldFX Mobile
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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Select the item.
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Make edits.
You can’t edit the discount for items that have Locked Discount selected or edit the price of items that have Locked Price/Markup selected. -
Select
.
Edit Multiple Quote Items
FieldFX Back Office
Click to expand, click again to collapse
NOTE: The Quote Item Builder has been deprecated and is no longer supported.
-
To edit a quote item, use the FX Item Picker Lightning Component once its set up.
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Move down to the Item grid.
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Select items.
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Click Bulk Update.
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Make edits on the Updated Selected Items panel.
IMPORTANT: You can’t edit the discount for items that have Locked Discount selected or the price for items that have Locked Price/Markup selected.
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Click Update.
FieldFX Mobile
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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Select the items to edit.
-
Select
. -
Select Bulk Edit.
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Select the field to edit.
You can’t edit the discount for items that have Locked Discount selected or edit the price of items that have Locked Price/Markup selected.
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Enter new information.
-
Select
.
Apply Stage Pricing to Quote Items
FieldFX Back Office
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
-
To apply stage pricing to quote items, use the FX Item Picker Lightning Component once its setup.
-
Move down to the Item grid.
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Select items.
You can’t apply stage pricing to items that have Locked Discount selected. -
Click Apply Stage Pricing.
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In Total Staging Price, enter the price to charge for the items.
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Click Apply.
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The total price for the items is now the specified stage price.
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The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
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FieldFX Mobile
Prerequisite: Set up Stage Pricing for quotes.
Click to expand, click again to collapse
-
Select Quotes on the sidebar.
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Select the quote.
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Select Items on the sidebar.
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Select items.
You can’t apply stage pricing to items that have Locked Discount selected. -
Select
. -
Select Stage Price.
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In Total Stage Pricing, enter the price to charge for the items.
-
Select
.-
The total price for the items is now the specified stage price.
-
The discount percentage of each item also updates.
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To remove stage pricing, delete the items and then re-add them.
-
Delete Quote Items
FieldFX Back Office
Click to expand, click again to collapse
| The Quote Item Builder has been deprecated and is no longer supported. |
To edit a quote item, use the FX Item Picker Lightning Component once its set up.
FieldFX Mobile
Click to expand, click again to collapse
-
Select the quote.
-
Select Items on the sidebar.
-
Select the items to delete.
You can’t delete a quote item if the linked price book item is required by a rule or the linked price book item has Required Item selected. Child items get deleted automatically when you delete their parent item. -
Select
.If there is a number in the corner of the icon, it is the number of selected items to delete.
-
Select Delete.
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Select DELETE.
Recommended Reading
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Quote Item Builder - Learn how the Quote Item Builder works.
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Quote Item Grid - Learn how the Quote Item Grid works.
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Quote Item Wizard - Learn how the Quote Item Wizard works.
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FX E-Ticketing Minimum Permissions - Learn the minimum permissions required to use quote items.