View and update products using the line items tab

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the line items tab to review and update products in your quote and to add additional line items.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. In the CSM Configurable Workspace, select the List view and select Quotes > All.
    2. Select the quote that you’re working with and select the Quote Line Items tab.
      Image shows the quote form with the quote line items tab open.
    3. Select New to start a new quote line item or select an existing quote line item to make changes.
    4. Fill in the fields in the Quote Line Items.
      Tabelle : 1. Quote line item fields
      Field Description
      Quote Automatically generated field.
      Number Automatically generated field.
      Parent line item Automatically generated field.
      Price list Price lists are added to the product line item. Price lists show pricing that is already configured.
      Term (months) Monthly terms for the price list selected. Monthly terms reflect the cost monthly of the product or service.
      Subscription start dates Subscription state date is the date when an entitlement or service begins.
      Subscriptions end date Subscription end date is the end date for an entitlement or a service.
      Contract start date Contract state date is the date a service contract or entitlement contracts start.
      Contract end date Contract end date is the date when a service contract or entitlement contract ends.
      Product offering Product offering let agents select the product or service for the quote.
      Quantity Quantity is the number of a product that is selected for the quote.
      Unit of measure Agents can select a unit of measure for products that come in quantities.
      Service location Service location allows agents to select a location for the service that is added to the quote.
      Short description The description field for the service location, which provides information about the location such as address and phone number.
    5. Select the Quote Line Characteristics tab to add or modify the quote characteristics.
    6. Select the Pricing Adjustment tab to add or modify a manual pricing adjustment to the quote line item.
    7. Select Save.
      The Quote Line Item is updated to the main quote.

    Nächste Maßnahme

    Add a pricing adjustment to a quote line item. See View and update manual pricing adjustments in quotes for more information.