Quoting 301
Bulk Edit Quote, Apply Rounding, and Quote Commodities
By Ni1 author8 articles
How to Apply Rounding to Sell PricesLearn how to apply rounding to sell prices at the BOM level or set it as a default for your entire branch location.
How to Bulk Edit Pricing and Lead TimeLearn how to use Bulk Edit in the Pricing & Lead Time tab to update multiple line items at once — including margins, lead times, lots, and more.
How to Turn On Warnings When Creating Your QuoteLearn how the quote warnings system works, what triggers a warning, how warnings appear in your BOM and at quote creation, and how to customize warning settings for your branch…
How to Enter Pricing for CommoditiesLearn how to use the Per column to accurately price commodities like wire, cable, and conduit by unit of measure — and display the UOM correctly on your quote.
How to Use the Per Column for Unit of Measure PricingLearn how to enable and use the Per column in Pricing & Lead Time to capture costs accurately by unit of measure — and display them correctly on your quote.
How to Distribute FreightLearn how to add multiple named freight charges, apply them to specific entities (lump sum, manufacturer, lot, or line item), and control how freight appears on your customer quote.
How to Auto-Populate In-Stock ProductsLearn how to turn on Autocomplete in your profile preferences to get instant in-stock model number suggestions as you build your BOM.
How to Create and Apply LotsLearn how to create lots and assign them to line items in your BOM — including a faster copy-paste method for applying the same lot across multiple lines.