Note field in Line Items

[mohamedhamad]

I'm trying to create a quote using our product library. and when i add product items to the quote, i'd like to add a note for some specificities. Is it possible? I tried searching for an editable notes field, and tried to create a custom column, but i'm not able to add a note per line item.

[BérangèreL · Accepted solution]

Hi @mohamedhamad,

Thank you for reaching out to the Community!

I understand that in the quote template, you'd like to have an additional column with a line item note, is that right, please?

Are you using a custom quote template?
Is the note field a product custom property then?

First, I'd like to share these articles for information:

- Create and share quotes
- Create and use customized quote templates

I also wanted to invite a couple of subject matter experts to this conversation @louischausse, @Bryantworks and @HubDoPete, do you have any suggestions to help @mohamedhamad, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you and have a great day!

Best,
Bérangère

[mohamedhamad]

@BérangèreL @HubDoPete thanks for both your help in understanding how this would work. It turns out, that for my needs, I just need to be able to edit the description of the product for each line item in each quote, to make it more customizable for each client. In saying that, while experimenting with both your suggestions, i discovered that any changes to a product library item in a quote, is not saved globally. this is exactly what i was hoping for, and i can now edit the description field, and have an extra custom notes option too.

[lindahouben]

Can you show, via maybe a screenshot, where and how you edit the description field in the quote? I'm facing the same issue at the moment and am curious how you solved it. 

[HubDoPete]

Great to hear Mohamed,

Yes it's not immediately apparent that you can edit deal line items in each quote.

I'm glad that will suit your needs, allowing sales reps to edit the product description within the quote.

That also saves you the extra steps required for adding notes to the quote without consuming extra columns.

best

Pete

[HubDoPete · Accepted solution]

Hi Mohamed,

Yes this is possible. But you will have to customise your Custom Quote "Line Item" Module to display your custom property on your quotes.

1. Create the custom property to hold the note:
   • Add a custom string property to your Product object. e.g. "Line Item Note"
   • You can type text in that property for each Line Item.
2. Decide if the note will be the same for every quote on the deal, or might differ per quote
   • If the note is to show up on every quote, have sales reps enter it on the Deal Line Items
   • If the notes differs per quote on the same deal, edit the note at the quote "line items" stage
3. To display the note on your custom quote (this gets more complex, as it is CMS Dev work)
   • Clone and create your own Line Item Module in Design Manager.
   • This is easier if you want to put the note in its own column. Edit the columns dropdown field to allow for your custom property as an option.
   • If you want the note displayed under the Product name & Description, you can just edit the HubL and HTML to display your note in the same column. For example, we do this to show extra product info such as "Country of Origin" under the product description without using extra columns.

I hope that helps!

If you need more help with step 3. CMS custom module editing please shout.

best

Pete 

[BérangèreL · Accepted solution]

Hi @mohamedhamad,

Thank you for reaching out to the Community!

I understand that in the quote template, you'd like to have an additional column with a line item note, is that right, please?

Are you using a custom quote template?
Is the note field a product custom property then?

First, I'd like to share these articles for information:

- Create and share quotes
- Create and use customized quote templates

I also wanted to invite a couple of subject matter experts to this conversation @louischausse, @Bryantworks and @HubDoPete, do you have any suggestions to help @mohamedhamad, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you and have a great day!

Best,
Bérangère