Ordering Quote Line Items

Line items on quotes are sequentially ordered, with each item assigned a unique number:

  • Line items are numbered consecutively, e.g., 1, 2, 3, etc.
  • Part line items, if present, are numbered 1.1, 1.2, 1.3, etc.
  • A new line item is always added as the last one.
  • When a line item is deleted, subsequent line items are automatically renumbered to maintain sequence.

Occasionally, it is beneficial to arrange items on a quote in a specific order. The order of items can be adjusted using the following actions: Move Up, Move Down, Move to Top and Move to Bottom as shown below:

Changing line items order on a quote
Changing line items order on a quote
ImportantOnce the opportunity associated with the quote is Closed Won and an order is created, the order of order line items follows the order of items on the quote.
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