Editing Line Items

Note:

The quote or order must be opened for editing before you can add or edit lines. Tap edit_button.png in the top right to do this.

Editing a Single Line Item

These are the options that are available when a single line item has been checked.

edit_single_line_item_options.png

A. Edit Line/Add Notes

Line notes and internal line notes can be added here. For more information about where to put notes and how this information travels across RFMS applications please see the article Where do my notes go?

line_notes.png

B. Add Attachments

attachments.png

Take or attach a photo for the line item. Attach a PDF for the line item.

C. Copy Line Item
Tap this button to duplicate a selected line item.
D. Delete Line Item

Tap this button to delete a selected line item.

Editing Multiple Line Items

These are the options that are available when more than one line item has been checked.

Tip:  there are some option differences between quotes and orders as well as if the line items have different units of sale.

multiple_line_items_selected_options_2.png

A. Add Attachments

attachments_for_multiple_selected_lines.png

Take a photo or attach a photo or PDF to multiple lines at once.

B. Change Price Level
Use the dropdown box to adjust the price level for multiple lines at once.
C. Edit Quantity
Adjust the quantity of multiple line items at once. The lines must have the same unit of measure and this is only available on Quotes.
D. Change Line Group
Use the dropdown to change the Line Group for multiple lines at once.
E. Manage Samples

Indicate if a sample for a line(s) has been taken. This option is only available on Quotes.

F. Merge Lines

Tap this button to merge multiple lines into one. The lines must contain the same product.

G. Delete Lines

Tap this button to delete multiple lines at once.

 

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