Step 1: Open the Lot Modal
On the quoting screen, click the pencil icon (✎) next to the “Lots” section to open the lot modal
💡 Tip: You can drag the bottom of the modal to adjust its height if you want to see more or less on your screen.
Step 2: Create Your Lots
Inside the modal, click the “+” icon.
Enter the Lot Name and pricing details.
Once finished, you can minimize or close the modal
Step 3: Assign Lots to Line Items
There are two easy ways to assign a lot:
Option 1 – Double Click
Double-click the Lot column for a given line item.
Select the appropriate lot from the drop-down.
💡Tip: You can also copy (Ctrl +C) the lot name and paste (Ctrl+V) to other line items
Option 2 – Bulk Assign
Select all the line items that belong to the lot
Click the pencil icon (✎) to bulk edit
Click on the Lot dropdown to mass assign the lot
💡Tip: This saves a ton of time when assigning lot names to large bill of materials – especially when many items belong to the same lot!
💡General Tips
Lots are automatically applied to the the grand total so ensure that it is assigned to line items for the section subtotals to add up!
Lots applied across multiple sections will not be able to add up to the section subtotal. You will see N/A unless separate lots are created per section.
When customizing your quote, ensure to toggle off "unit pricing" and "extended pricing".