Adding Products to Product Groups for Multi-Site Revisions

A multi-site quote revision inherits the field data for products in product groups in the source multi-site quote. You can add products to product groups for multi-site quote revisions when the customer adds services to the locations in the contract or when the customer adds locations with new services to the contract.

Before you submit a multi-site quote revision, you can delete a product record that you add to a product group in it. You cannot delete the products that are inherited from the source multi-site quote. However, you can retire the product from the product group. For more information, see Retiring Existing Products from Product Groups for Multi-Site Quote Revisions.

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

To add a product 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 Products in the link bar to navigate to the Products view.

5. In the Products list, add a record, and complete the necessary fields.

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

6. If necessary, configure the product.

   For more information about configuring the product, see Step 6 of Adding Products to Product Groups for New Multi-Site Quotes.