Quoting FAQs
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      How to Create a Lot

      Learn how to create lots when creating your quote

       

      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.