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 end 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.