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Adding Functions and Function Line Items to a Quote

The following procedures detail how to add functions and function line items to a quote. You can add functions and line items to quotes for nonparticipating properties as well.

This task is a step in Managing Functions Associated with Quotes.

Adding Functions to a Quote

You can associate functions with a quote by following this procedure.

To add a function to a quote

1. Navigate to the Quotes screen, then the List view.
2. In the Quotes list, query for and select the quote record.
3. In the Quote record, click the link in the Name field.
4. Click the Functions view tab.
5. In the Functions list, add a record and complete the fields, as required.

   Some fields are described in the following table.

   Field	Comments
   Function Space	This is a multi-value group field. In this field, you can enter details about the function space, such as whether or not it is the primary space, whether or not backup is required, the booking type, the setup style, and the inventory status of the space.
   Function Status	This field is automatically populated with a value of Prospect. You can change this value as required to indicate whether or not the function is to go ahead.

   For a description of other function fields, see Adding a Function Agenda and Line Items to an Event Opportunity.

Adding Function Line Items to a Quote

You can add line items to a function that is associated with a quote by following this procedure.

NOTE:  To add catering or common products as line items of a function, you must first set up visibility for the product. For more information, see Process of Adding Catalog Visibility to Hospitality Products.

To add function line items to a quote

1. Navigate to the Quotes screen, then the List view.
2. In the Quotes list, query for and select the quote record.
3. In the Quote record, click the link in the Name field.
4. Click the Functions view tab and select the function.
5. Scroll down to the bottom of the view and click the Line Items subview tab.
6. In the Line Items list, do one of the following:
   • Add a single line item.
   • Add multiple items by clicking Add Items.

     The Add Items button allows you to add different quantities of different products at one time.

7. In the line items you added, complete the fields as required.

   For a description of function line item fields, see Adding a Function Agenda and Line Items to an Event Opportunity.