Quoting FAQs
      Back to home
      1. Knowledge Base
      2. Frequently Asked Questions
      3. Quoting FAQs

      How to Access Historical Pricing and Lead Time History

      Learn how to take advantage of the pricing and lead time history

       

      Step by Step 

      1. Head into the Pricing & Lead Time tab. Pricing and Lead Time History will be found by clicking this iconon the respective line item.  
      2. The information that will appear in the pop up will be all history of the same product and configuration.

        TIP! You can edit the model number to only have the series name so we can search for history based on the manufacturer and series name.

      3. If you want to populate pricing information, select the line item and choose to Reuse Cost, Reuse Cost & Discount information or Reuse All Pricing information.

      Pricing and Lead Time Dashboard

      For those with Quoting access, you will find the Pricing and Lead time Dashboard on the left panel to conveniently review history information without having to create a quote. All pricing and lead time information entered in by you or a team member will appear here. 

      Begin by typing in the manufacturer and model number to start searching. You an filter by certain criteria (e.g. quote owner, quote status) or sort by pricing and lead time information.