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Adding Sites to Product Groups for Multi-Site Quote Revisions

A multi-site quote revision inherits the field data for sites in product groups in the source multi-site quote. You can add sites to product groups in multi-site quote revisions when the customer adds locations to the contract or changes service conditions at locations in the contract.

Before you submit a multi-site quote revision, you can delete a site record that you add to a product group in it. You cannot delete the sites that are inherited from the source multi-site quote. Deleting a site record is not the same as deactivating a site record. For more information, see Deactivating Sites in Product Groups for Multi-Site Quote Revisions.

This task is a step in Process of Creating Multi-Site Quote Revisions (End User).

To add sites to a product group for a multi-site quote revision

1. Navigate to the Multi-Site Quotes screen, then the List view.
2. Drill down on the name of the multi-site quote.

   Check the revision number and version number of the quote to make sure that you open the correct quote.

3. Click the Product Groups view tab, and select a record in the Product Groups list.
4. Click Sites in the link bar to navigate to the Sites view.
5. If you want to add a single site to the product group for the multi-site quote revision, then add a record to the Sites list, and complete the necessary fields, such as the Entry Date field and the Exit Date field.

   For more information about the fields, see Step 5 of Adding Sites to Product Groups for New Multi-Site Quotes.

6. If you want to simultaneously add multiple sites to the product group for the multi-site quote revision, then complete the following steps:
   1. Click Add Multiple Sites, select multiple sites in the dialog box that appears, and click OK to close the dialog box.

      In the dialog box, you can query for the records you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

   2. Complete the other fields, such as the Entry Date field and the Exit Date field, for the added records in the Sites list.

      For more information about the fields, see Step 5 of Adding Sites to Product Groups for New Multi-Site Quotes.

7. If you want to delete multiple site records that you just added to the product group, then complete the following steps:
   1. Select the records as follows:
      • To select all records, hold down the CTRL key, and click the A key.
      • To select multiple adjacent records, click the first record, hold down the SHIFT key, and click the last record.
      • To select multiple nonadjacent records, hold down the CTRL key, and click each record.
   2. Click MultiDelete.