How to Create a Lot

Learn how to enter lot pricing and apply to line items when creating your quote

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• Read the Step by Step

Step by Step

1. Within the Pricing & Lead Time tab, select the dropdown menu under the Lots column. Select Manage Lots to create a new lot.  
2. Within the Lot Pricing menu, click on the + to add new lots and enter in the lot name, cost, discount, and margin information. Select Save when done. 
3. The lot will now appear in the dropdown menu for you to select for the intended product.
4. When assigning lots to the line item, the system will automatically calculate the Grand Total and the number of products within the lot.

5.  To remove the lot added, click into Bulk Edit and select the null option and click Save.