This Help Article covers:
General/Overview:
A Quote Line can be:
Single Product Line - Display as 1 Line, 1 Product, or
Multi Product Line - Display as 1 Line, multiple Products "Inside"
Quote Lines are “this Quote only” and cannot be searched and pulled into other Quotes.
To Add a Product Quote Line to a Manual Section (Quote Side)
Single Product;
1. From a Quote's Manual Section;
Enter a Product Code (or part of) into the "Search kitsets/products..." field to find and select the Product
Enter a Qty, then Press Enter
From the Quote Line, work across editing as needed the Price and/or Qty
Multiple Products;
1. From a Quote's Manual Section, either Enter a Single Product OR Ad Hoc Line to create a Quote Line.
OR
2. From the Quote Line, Press the “More” (3 dots) menu and select the option "View/Edit Quote Line" to display the Quote Line popup
3. From the Quote Line popup, Enter a Quote Line;
Name*, and
Description
4. Then Search and Add Products as required
5. When finished, Press [DONE] to save
To Add a Quote Line to a Plan Section (Visbuild Side)
Single Product;
1. From Tools & Options Selector panel, Press the “Quote line (Q)” Icon, then Press on the Main Window to display a Quote Line popup.
2. From the Quote Line popup, Enter a Quote Line;
Name*, and
Description
3. From the Products Section of the Quote Line popup, to add a product: key a Product Code into the "Enter Product code” field, then Press the keyboard's Enter key to display the Product, then edit "Qty" as required
Multiple Products;
4. If needed, repeat Step 3 above to enter more Products
5. When finished, Press [DONE] to save
⚠️ NOTE: Visbuild Quote Lines display on the Plan Section/Image as a red border text box, and on the Quote as a Line less the “Code” and “Kitset Icon”.
