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 FreightLearn how to distribute freight across line items, to certain manufacturers, or certain lots all while maintaining pricing accuracy.
How to Auto-Populate In Stock ProductsTurn on Autocomplete to quickly populate model number suggestions while entering inventory items.