Quoting 201
Create Lots, Calculate an Alternate, Utilize Pricing History
Create & Apply Lot PricingLearn how to enter lot pricing and assign those lots to line items when creating your quote
Pull in Historical Pricing and Lead TimesLearn how to take advantage of the pricing and lead time history
Use the Options Table for Alternate Products and PricingLearn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.
Distribute FreightThis enhanced modal gives you greater flexibility in calculating and distributing freight costs across line items, all while maintaining pricing accuracy and ensuring your quote looks clean and professional!
How to Auto-Populate In Stock Model NumbersTurn on Autocomplete to quickly populate model number suggestions while entering inventory items.
How to Customize the Per ColumnWithin Pricing and Lead Time, you can now enter any value within the Per column to most accurately capture costs and pass along pricing.