This Help Article covers:
General/Overview:
An example of using Kitset Quantities is Underground Services containing the Labour and Products for 1 meter of service main, so the Kitset is then given a quantity for the meters of service main required for the Quote.
Generally, you would give a Kitset a Quantity only, You would only convert it to a Quote Line and give a Quantity if you were going to edit the products of the Kitset.
⚠️ NOTE: Converting the Kitset to a Quote Line makes the Kitset "for this Quote only".
To give a Kitset a Quantity
Quick Flow:
Kitset Icon > Press
Properties Panel
Quantity field > Press
Quantity > Enter
1. Press on the Kitset Icon to display its Properties Panel, then from the Properties Panel, Press the Quantity field to make editable, and enter a Quantity
💡 TIP: The Kitset on the Plan side, will continue to display the Kitset Icon, and a grey oval with the entered quantity
on the Quote side, will continue to display the Kitset Icon, and the entered quantity in the non-editable Qty field.
To give a Quote Line a Quantity (Kitset Edited for Quote)
⚠️ NOTE: Converting the Kitset to a Quote Line, [Edit for Quote], means that if you use the "Kitset Product Substitution" feature, it will NOT substitute any selected products of the Quote Line as it is no longer a Kitset.
Quick Flow:
Kitset Icon > Double Press
Kitset Detail Popup
[EDIT FOR QUOTE]
Quote Line Popup
Quantity*
[SAVE]
1. Double Press the Kitset Icon to display the Kitset Detail Popup, then Press [EDIT FOR QUOTE] to display the Edit for Quote dialog box
2. From the Kitset Detail Popup, Press [EDIT FOR QUOTE] to display the Edit for Quote dialog box, you will be asked “Do you want to proceed”, Press [EDIT FOR QUOTE] to convert and display the Quote Line Popup
3. From the Quote Line Popup, Enter a Quantity*
4. Press [SAVE] to save the Quote Line
💡 TIP: The Kitset (now a Quote Line) on the Plan side, will continue to display the Kitset Icon, and a grey oval with the entered quantity (plus the "Pencil" to indicate it is a Quote Line)
on the Quote side, will cease to display the Kitset Icon, instead displaying a Blue line to indicate it is a Kitset that has been converted to Quote Line, and the entered quantity in the non-editable Qty field.
To give a Quote Line a Quantity (User Added)
⚠️ NOTE: This refers to a User-added Quote Line that is NOT a converted Kitset.
Quick Flow:
Quote Line Icon > Double Press
Quote Line Popup
Quantity*
[SAVE]
1. Double Press on the Quote Line Icon to display the Quote Line Popup
2. From the Quote Line Popup, Enter a Quantity*
3. Press [SAVE] to save the Quote Line
💡 TIP: The Quote Line, on the Plan side, will display the normal Red Border, and a grey oval with the entered quantity (plus the "Pencil" to indicate it is a Quote Line)
on the Quote side, will display as a normal Quote Line, and the entered quantity in the non-editable Qty field.
