How to use Siemens products section?

Manage Quote page is to edit and update the quote related information. Basically, it has three tabs: "Quote Details", "Siemens Products" & "Customer products". This article explains the functionalities about the "Siemens Products" tab.

Siemens Products: This tab will have only information about Siemens Products in the quote. 

1. Click on the "Open" button to redirect to "Manage Quote" page.
   
2. Select "Siemens Products" tab.
   
   
3. Select line item using checkbox provided for each line item row. We can select all by using the checkbox provided in the header.
   
4. Select line item and then press "Delete" icon to delete the item.
   
   
   Once Delete icon is clicked, a confirmation pop up will be shown.
   Press Delete Items to delete selected items or press Cancel.
   Once we click "Delete", we will get a notification for successful delete of selected items.
   
   
5. Select Line item and click "Copy" icon. Once we click "Copy" icon, we will get a notification at the bottom of the page.
   
   
6. Click "Paste" Icon to paste the line items in the same quote.
   
   Once Items pasted successfully, we will get a notification at the right bottom corner of the page
   
   
   The line item which is copy pasted will be having background color Green
   Note: We can copy line items from one quote to other quotes. 
             Once copy-paste is a one-time activity. 
7. Default child items will be hidden
   Ex: Line # 20000 is a parent item.  
   To view child item click "Show Child Lines". Once we selected "Show Child Lines", child items will be visible with its parent
   
   
   
   Parent line # 20000 has four child items 20010, 20020, 20030, 20040
8. Click on the "Wrench" icon to reconfigure a complex product 
   
   
9. Click "Pen" icon To edit Designation.
   
   
   
   Once we click "Pen" icon, we will get a pop up to update designation. Click "Save" to Update or Click "Close".
   
   
   
   After successful Designation update, we will get a notification at the right bottom of the page.
10. Update quantity using the textbox. Only numbers are allowed
    
    
11.  We can assign "Report Group" to each item by clicking on the "Assign Report Group" button
    
    

12. We can customize the number of columns shown in the table by using "Setting" icon