Quote line items store information about the products that you quote, including product configurations, prices, and discounts. Line items appear on the Items tab in quotes.
Learn how to work with line items:
Add a line item
You can add a line item:
From the product catalog
Through the quick add feature
From another quote
Through guided selling
From the product catalog
Select a tab for the UI version you use.
On the Items tab, above the list of line items, select + to open the product catalog. For each product in the product catalog, you can make the following selections:
Configure—Configure the product before adding it as a line item.
Add & Close—Select to add the product as a line item.
Add—Select one or more products, then from the bottom button bar, select Add (#) to add the selected products as line items.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, above the list of line items, select Add > + Add Line Item to open the product catalog.
Use one of the following ways to add products:
Select a checkbox next to the name of one or multiple products. Then select Add and Close to add products as line items and close the product catalog.
Select a checkbox next to the name of one or multiple products. Then select Add to add products as line items. The product catalog remains open.
Select a product to view its details. Enter the product quantity, then select Add.
Through quick add
Select a tab for the UI version you use.
On the Items tab, above the list of line items, select
and begin typing a product name or ID.On the product, select +.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, above the list of line items, select Add.
In the Search by product name or ID field, begin typing a product name or ID.
On the product, select + Add.
From another quote
Select a tab for the UI version you use.
To copy a line item and its configurations from another quote, follow these steps:
On the Items tab, above the list of line items, select
.Select one or more quotes, then select View line items of selected quote(s).
Select one or more line items, then select Add selected item(s).
Note
To enable the new UI, read Work with the new UI.
To copy a line item and its configurations from another quote, follow these steps:
On the Items tab, above the list of line items, select Add > Copy Items from Other Quotes.
Select one or more quotes, then select View Line Items.
Select one or more line items, then select Add.
Through guided selling
To learn how to add products through the guided selling feature, read Guided selling.
Add a subline item
Select a tab for the UI version you use.
To add a line item as a subcategory of another line item, follow these steps:
On the Items tab, select a checkbox next to the position number of a line item to which you want to add a subcategory.
Add a line item. It will appear as a subcategory of the line item you selected in Step 2.
Note
To enable the new UI, read Work with the new UI.
To add a line item as a subcategory of another line item, follow these steps:
On the Items tab, select a checkbox next to the position number of a line item to which you want to add a subcategory.
Add a line item. It will appear as a subcategory of the line item you selected in Step 2.
Add a product bundle
Select a tab for the UI version you use.
On the Items tab, above the list of line items, select
.Select one or multiple product bundles, then select Add.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, above the list of line items, select Add > Add Product Bundles.
Select one or multiple product bundles, then select Add.
Substitute a product on a line item
Select a tab for the UI version you use.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select
.Select products, then select Apply Substitutions.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select View Product Substitutions.
Select products, then select Apply Substitutions.
Copy a line item
Select a tab for the UI version you use.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select
.
Copied line items appear at the end of the list.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select Copy Line Item.
Copied line items appear at the end of the list.
Rearrange line items
Select a tab for the UI version you use.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select
.On the Move selected line item(s) under dialog, make a selection:
To display selected lines as individual line items, select the name of the quote.
To add selected lines as subcategories of another line item, select the name of the parent line item.
Note
To enable the new UI, read Work with the new UI.
Add selected lines as subcategories of another line item
On the Items tab, select a checkbox next to the position number of the line items you want to move.
Locate the target parent line item and right-click it.
In the context menu, select Shift line item(s) > Shift to this line item.
Display selected lines as individual line items
On the Items tab, right-click a subline item.
In the context menu, select Shift line item(s) > Shift to Quote level.
Make a bulk update of line items
Note
Bulk update of line items automatically triggers the After Update Sales Item IMCScript group to ensure consistency in automation and downstream processes.
Select a tab for the UI version you use.
On the Items tab, select a checkbox next to the position number of the line items you want to edit.
Above the list of line items, select
.Enter values, then select Update.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, select a checkbox next to the position number of the line items you want to edit.
Right-click any of the selected line items.
In the context menu, select Mass edit selected line item(s) > Enter Mass edit mode.
Make necessary changes, then select Update.
Update line items with a script
If your administrator configured this function, you can run a script to automatically add products, configure them, set attributes, and perform other supported operations in a quote. For details, read Organize Line Item Structure.
Select a tab for the UI version you use.
On the Items tab, above the list of line items, select Organize line items with script
.Select the script, then select Next.
Preview the line items structure and select Accept to apply the changes.
Note
The system doesn't run validation checks when generating the preview. This means that when you select Accept, the system might still encounter a problem if there are any conflicts.
In the quote, on the bottom button bar, select Save.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, above the list of line items, select Update line items with a script.
On the Update line items with a script dialog, select a script, then select Next.
Preview the line items structure, then select Accept to apply the changes.
Note
The system doesn't run validation checks when generating the preview. This means that when you select Accept, the system might still encounter a problem if there are any conflicts.
In the quote, on the top button bar, select Save.
Filter line items
Select a tab for the UI version you use.
On the Items tab, above the line items list, next to the Search field, select
to open the dropdown list of columns.Select a column by whose values you want to filter the list of line items.
In the Search field to the left of the dropdown, enter a column value by which you want to filter the list of line items.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, select More next to the name of a column by whose values you want to filter the list of line items.
Enter the value that the fields have to contain, then select Apply.
Delete a line item
Select a tab for the UI version you use.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select
.To confirm the action, select Yes.
Note
To enable the new UI, read Work with the new UI.
On the Items tab, select a checkbox next to the position number of one or multiple line items.
Above the list of line items, select Delete Line Item.
To confirm the action, select Yes.
