How to efficiently update to suggested price in the Sales quote (CQU) and Sales quote items (CQUITM) applications
Updating the price on Sales quote items (CQUITM) can be done on both main level and item level. Depending on where you are working, either from the Sales quote (CQU) application or the Sales quote item (CQUITM) application, different options in the context menu are available to achieve similar results:
Context menu option | Availability |
|---|---|
Update to suggested price for all items | Available in the Sales quote (CQU) application. |
Update to suggested price for selected items | Available in the Sales quote (CQU) application, if the Sales quote items (CQUITM) are selected. Also available in the Sales quote items (CQUITM) application. |
Update to applicable price | Available in the Sales quote items (CQUITM) application. If multiple prices are available, the user can choose the intended one. |
The user wants to mass update prices in a Sales quote (CQU) to suggested prices according to the Company settings (CSV), Priority of suggested sales price.
Reasons for changing might be correcting a draft, or terms have changed in the quoting process.
The Sales quote (CQU) must be in Status 1 (Pending registration).
The Sales quote (CQU) must contain a minimum of one Sales quote item (CQUITM).
From the Sales quote (CQU) application - Main level
From the RamBase menu, select Sales and then Quoting. Finally click on Sales quotes to open the Sales quotes (CQU) application.
From the Sales quote list, select the Sales quote (CQU) with Sales quote items (CQUITM) you want to update the price for.
From the Context menu, select the Update to suggested price for all items option.
From the Sales quote list, select the Sales quote (CQU) with Sales quote items (CQUITM) you want to update the price for.
From the Items tab, click on the on the Status icon or icons of the Sales quote items (CQUITM) to select the intended Sales quote items (CQUITM).
To select all Sales quote items (CQUITM), select the top checkbox in the Status icon column. Note that the selection only applies for for the Sales quote items (CQUITM) on the current page, and not all Sales quote items (CQUITM).
If successfully selected, a check mark will replace the Status icon.
From the Context menu, select the Update to suggested price for selected items option.
From the Sales quote item (CQUTM) application - Item level
From the RamBase menu, select Sales and then Quoting. Finally click on Sales quotes to open the Sales quotes (CQU) application.
From the Sales quote list, select the Sales quote (CQU) with Sales quote items (CQUITM) you want to update the price for.
From the Items tab, click on the Arrow icon on one of the Sales quote items (CQUITM) to open the Sales quote items (CQUITM) application, entering item level.
In the Sales quote items (CQUITM) application, from the Sales quote item list area, click on the Status icons of the Sales quote items (CQUITM) you want to update the price for.
To select all Sales quote items (CQUITM), select the top checkbox in the Status icon column.
If successfully selected, a check mark will replace the Status icon.
From the context menu, select the Update to suggested price for selected items.
From the Sales quote list, select the Sales quote (CQU) with Sales quote items (CQUITM) you want to update the price for.
From the Items tab, click on the Arrow icon on one of the Sales quote items (CQUITM) to open the Sales quote items (CQUITM) application, entering item level.
From the Sales quote item list area, click on the Sales quote item (CQUITM) you want to update the price for.
From the context menu, select the Update to applicable price option in the context menu.
If multiple prices are available, select the intended price in the Select price popup. If only one price is available, the price will be updated without having to choose.