How to add lines to a quote and what are the line types
How to add lines to a quote and what are the line types. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- In the quote builder press Add line.
- Choose the Type: Rental, Sale, Labour, Transport, Engineering fee, Permit or Custom line.
- Pick a catalogue Item (the description fills in) or type a Description, then enter Qty.
- Leave Rate / price blank to use the price list or catalogue rate, or type your own price. Set Periods on rental lines to override the quote's estimate.
- Use the arrows to reorder or the cross to remove a line.
Tip
A rental line's amount is qty × rate per period × periods. Lines with neither an item nor a description are dropped on save.