View and update products using the Line Items tab

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sales_agent

    Procedure

    1. Navigate to List view Lists tab.and select All Quotes.
    2. Select the quote that you’re working with and select the Line Items tab.
    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.
    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.

    What to do next

    Add a pricing adjustment to a quote line item. See View manual pricing adjustments using the Pricing Adjustments tab for more information.