Sorting Line Items in a Price Table


As more line items are added to a price table, it is almost certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.

Edit or create a sales quote, and insert a price table, as shown below.

Add several price line items to the price table using the Add Price Row button or add items from your Product Catalogue.

To change the order of the line item, select the price row you would like to move; a click does this and drag action on the move icon, as shown below.

As shown above, while moving a price line item, the row will become slightly transparent as you move the row up and down the table. When you move the price row, a gap will appear between price rows, indicating you can drop the price row in that location.

Related User Guide Topics

Sorting Line Items in a Price Table
14 Mar 2021
As more line items are added to a price table it is almst certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
14 Mar 2021
As more line items are added to a price table it is almst certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.
Change the Order of Columns in a Price Table
12 Mar 2021
It is possible to change the order of the columns that appear in a sales quote price table, this user guide explains how this is done.
Set the Column Alignment in a Price Table
12 Mar 2021
It is possible to change the alignment of a column in a sales quote price table (i.e. left, right or center aligned), this user guide explains how this is done.

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