The Products Quoted section of the Order Details page below displays columnar information about product(s) quoted for a particular project.
There are three possible item types:
These items will be included in the quote as the primary offer
These items are included in the quote, offered as alternates to specific primary items
These items will not be shown in the quote documents
The Item Number is typically an item number assigned to a piece of equipment by the
end user for a specific location at the end user's facility where the equipment is
to be installed.
Note: Notice the Item Numbers indicate that they are hyperlinked. When a user clicks on the hyperlink, a new page opens taking the user to a "Configurator" that will display performance and construction details of the item.
The Service is typically a service designation assigned to the selected product for a given application.
The Qty is the number or quantity of units being quoted.
The Size is typically the manufacturer's selected model and size designation to suit a given application.
The Date is the date the Item was last saved or updated by a user.
The Saved By designation indicates the last user to save the Item Number.
The Status indicates the status of a quote. In this example the current status of quote is that it has been configured. In general, configured means the product has been sized, selected, and priced with applicable options.
The Sent is the date the Item was submitted for order.
The Extended sell price is the selling price of the quoted goods in the quantities indicated.