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
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
Guided selling helps you find the right products for your agreement by asking a series of relevant questions.
Select a tab for the UI version you use.
On the Items tab, above the list of line items, select
.Select a question set and start answering questions. Your answers appear on the right side of the page. You can return to any question and change your answer. After you answer the final question, a customized product catalog appears.
Use one of the following ways to add products:
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 Close to exit the catalog or Start Over to add more products.
On a product, select Add and Close to add the product as a line item and exit the catalog.
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 Items from Guided Selling.
Select a question set and start answering questions. Your answers appear on the right side of the page. You can return to any question and change your answer. After you answer the final question, a customized product catalog appears.
Use one of the following ways to add products:
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 Close to exit the catalog or Start Over to add more products.
On a product, select Add and Close to add the product as a line item and exit the catalog.
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 mass update of line items
Note
Mass 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.
Above the list of line items, select Mass update on selected line items.
Enter the needed values, 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.
View and manage line item details in the side panel
Apart from viewing all line items in a table, you can open a side panel to display detailed information about a specific line item. To open the side panel:
On the Items tab, select a line item position number. The side panel appears, allowing you to view and manage line item details.
The header of the side panel shows key line item data at a glance:
Line item name
Quantity
Net price
Net value
Total price
The side panel includes three tabs that organize line item details:
Overview—Displays general information about the line item, such as title, status, product name, ship-to ID, and other key attributes. This tab also includes pricing details, such as quantity, margin, and discount, and any additional data relevant to the line item.
Additionally, you can customize the layout of the Overview tab. For details, read Customize fields.
Price Items—Displays all price items linked to the selected line item. You can view and edit existing data points, create new manual price items, or delete previously added manual price items. For details, read Work with price items in Manage quote pricing.
Additionally, you can customize the layout of the table on the Price Items tab. For details, read Customize columns.
Sales Item Text—Displays descriptive or supporting text associated with the line item, such as notes or additional information for internal or customer-facing use.
Additionally, you can customize the visibility and editability of sales item text options. For details, read Customize the Sales Item Text tab.
To close the side panel, in the top right corner, select X.
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.
