Quoting 301: Bulk Edit Quote, Apply Rounding, and Quote Commodities

Learn best practices and tips to quickly generate quotes. Module Duration: 4 minutes

Topic Module
Mass update quote pricing information (1 minute read) 
  1. Select the respective checkboxes of the products you are looking to edit and click on Bulk Edit.  
  2. Enter in the value and click Save. (You can also use the bulk editing feature to assign multiple line items to lots).  
Apply rounding (1 minute read) 
  1. Head into the Pricing and Lead time tab and select the three vertical dots  and then Rounding Behavior 
  2. The rounding behavior pop up will give you options to select rounding and the rounding precision. Note: this would be on a BOM by BOM basis. 
  3. Once you enter pricing, the Sell Price column will update to the rounding behavior selected. If pricing information has already been entered before selecting the rounding behavior, it will automatically update.
Quote Commodities (2 minutes)