The following video discusses understanding and utilizing the quote line item action buttons.
How to Use Quote Line Item Action Buttons
Key Steps:
Info Button: Click to open the product detail page for more information about the product, such as images, documents, specs, and features.
Extended Service Contract Button: Use to add an extended service contract to the item.
Post-the-Note Button: Add a note to the line item for additional information or instructions.
Price Change Calculator Button: Adjust the price of the item and view competitive prices and price levels for informed decision-making.
Stock Status Button: Check the stock status of the product (stock, allocated, on order).
Alternate Sales Associate Button: Assign an alternate sales associate for commission splitting.
Trash Can Icon: Delete or move the line item to the trash.
Drag-and-Drop Functionality: Rearrange line items by clicking, dragging, and dropping for organization.
Cautionary Notes:
Some buttons may not be available for all line items, depending on the item type.
Miscellaneous line items may lack certain action buttons due to being non-stockable with no inventory.
Tips for Efficiency:
Hover over each icon to view a brief description of its function.
Utilize the drag-and-drop feature to organize line items efficiently.
Be mindful of the limitations of miscellaneous line items in terms of available action buttons.
By following these steps, you will be able to effectively navigate and utilize the quote line item action buttons in the Homestore Systems point of sale system.