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Sorting Line Items in a Price Table


As more line items are added to a price table it is almost certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.

Edit or create a sales quote, and insert a price table, as shown below.

Add several price line items to the price table either using the Add Price Row button or adding items from your Product Catalogue.

To change the order of line item, select the price row you would like to move, this is done by a click and drag action the move icon, as shown below.

As shown above while moving a price line item, the row will become slightly transparent as you move the row up and down the table. When you move the price row a gap will appear between price rows, indicating you can drop the price row in that location.

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