Quotation PLT : How To Generate Submittal Package For Selected Line Items?


This article provides information to generate report for selected line item.

  1. Create a Project 

2. Add Products to the Quote

3. If users wants only specific lines to show up in the Submittal Package, select the lines from the Quote and click on Submittal Package 

4. Click on view to generate the Submittal Package for selected line items



Article ID: 4051
Last updated: 30 Jun, 2020
Revision: 3
Learning_Track -> Quotation PLT : How To Generate Submittal Package For Selected Line Items?
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