To use Ascent Quotes please go down the Quote Line Visualforce section, below the Header to start adding lines.
Add lines by Item #
When you Click the “Add lines by Item#” you can see the following screen pop up. For a quote line, you enter the “Item Number” and the “Quantity”.
You can type within the “item number” section and it will search through all of your items and give you options based on that query. You can also click the Magnifying and it will bring up a Salesforce Search screen. If you choose to click the AscentERP magnifying glass, the following screen will pop up.
The Ascent Enhanced Lookup allows you to look and search based on any field within the Item master screen. Above you see a simple search and see all the results based on searching on the “Item Description” field.
Add Lines by Group
When you click on the “Add Lines by Group” you will have the following screen.
You can choose any one of your Item Groups. You can then choose what items or BOMs within that group that you would like to select as shown by the image below.
You can then choose the quantity for those items and then they will be added as a line item on the Quote Lines View