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Adding a Write-In Product to the Price List for a Quote

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When a product is not listed in the price list, and you need to add the information manually, you create a write-in product.

To add a write-in product

Navigate to the Quotes screen.
In the Quotes list, select the quote, and then drill down on the hyperlink in the Name field.
In the Line Items list, click the menu button, and then click New Record.
In the Product field, click the select button.

The Pick Product dialog box appears.

In the Product field, type *Write* and then click Go.
In the Pick Product dialog box, select Write-In Product and then click OK.

The Part # and Qty fields are automatically populated.

In the Line Items list, save the record.
Click the Line Item Detail view tab.
In the Line Item Detail form, complete the Disc Price field.
Select the Keep Discount check box, and then save the record.

The Keep Discount check box allows you to override pricing rules.

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