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Adding Custom Fields To Your Price Tables


Custom fields are additional data items that you can add to your QuoteCloud set-up.  There are two types of custom fields:

 

i) sales quote custom fields - these are prompted for the sales consultant to complete when creating a sales quote and can be embedded into text blocks.

ii) product catalogue custom fields - these are additional data items added to your product catalogue.  These custom fields can be included in your price table.

 

In this user guide we will cover how to create a product catalogue custom field and then add this to your proice table.

 

From the Sales Quote Dashboard, click on the Configuration menu, and select the option Custom Fields.


 

Click on the Products tab

To activate a product custom field, tick on the ON/OFF checkbox next to the first available custom field. 

There are no custom fields setup in our account (as shown in the screenshot above), so we will tick checkbox for the first available (first) row, as shown below.

Type a suitable label for your new custom data field.  In our example we will use the label Product Brand.

Now, choose the data type;

a) Text - free format text fields allow for any value to be input.
b) Drop Down - allow the system administrator to set a predefined set of values, only these values can be used when prompted in a sales quote price table or adding/editing product data.
c) Integer - a numberic value that can only be a whole number, i.e. no decimal places
d) Currency - a numeric value in currency format e.g. 999.99 
e) Date - a date format data field.

Adding a Custom Field to Price Table Configuration

The next step (optionally) is now to add the custom field to your price table configuration.  This will affect all price tables in sales quotes that how not already been sent, Those sales quotes already sent to a customer will remain the same, and changes you make here will have no affect on them.

 

From the Sales Quote Dashboard click on the Configuration menu, and select the option Price Table Settings.

Click on the Custom Fields tab in the right-hand column of available configuration options.   You will now see the available Product Custom Fields, in our example we can see the "Product Brand" custom field we created earlier.

Now you need to choose where you want to add your custom fields, you can choose to:

a) add the custom field as a column in your price table setup.  (it is preferale to not add too many custom fields as columns, otherwise the price table will look to crampted  because there are only so many columns that will fit on an A4 page widht (portraite and even landscape orientation)
b) add the custom field as a row under the Line Item Description.

To add the custom field to your price table simply click on the Custom Field (in the right hand column) and drag it over to the price table, when you click and drag you will see highlighted areas to drop your custom field.

In our example shown above we have chosen to add the "Product Brand" custom field we created as a column on the right of the PRODUCT/SERVICE column.  We can see the column label has defaulted to the label we used when we created the custom field.  We can override this label by clicking on this label and typing over it, as shown below we have shorted our label to just the word "BRAND".

Now click on the Save button.

You will now see your new custom field in your price table layout configuration. 

You can also now edit your products to iadd data to this new custom field for each of your products in your product catalogue.

To edit your products, from your Sales Quote Dashboard click on the Content Libraries menu, and select the option Products.

Add a new product, or edit an existing product.  Click on the Custom Fields tab and you will see your custom field(s) available to input values.

When creating or editing a sales quote, when you add a product (or add a Price Row) to your price table you will now see your new custom field(s).

Click Save and Preview to view your new custom field appearing in a sale quote, as shown below you can seel our example BRAND custom field as a new column in our sales quote price table.

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