You may need to update the details of the items you have added to the quote. Cloud allows you to select multiple items of the same kind (products, packages, alternate sets, or labor types) and update their details in one go.
Products
There are two ways to update multiple products.
Select multiple products
Select the checkboxes to the left of multiple products of the same type, such as TVs or cameras.
In the side panel, you will see almost all the details you can edit for a product. You will also see the number of products you have selected for the update.
Some examples of updates you can make are:
Updating the price summary, price details, and group allocations of similar products
Updating the labor for similar products
Adding accessories for similar products
Fixing item validation errors of similar products
Updating the quantity of products in multiple locations
Changing the client-supplied and billable state of products
In the side panel, make the updates. Cloud will update all the products.
Check out this article for more details.
Update similar instances
The products you add to the Cloud catalog are stored in the database with a unique ID. When you add a product to multiple locations in the quote, Cloud considers this as multiple instances of the same product.
In the quote, click a product that has been added to multiple locations. In the product's side panel, you will see an "Update x instances" link.
To update other instances of the product:
1/ When you have updated the details of the selected product, click the "Update x instances" link.
This will open a modal to select the other locations where the product is added that you may want to update. By default, all other locations are selected for the update.
2/ Deselect the ones you don't want to update.
3/ If you also want to update the quantity of the product in the selected locations, select the "Update Quantity" checkbox at the lower left corner.
4/ Click "Update," and Cloud will update the changes made to the product and the quantity in the locations you have selected to update.
If you have selected a length-based product, you will see an "Update Length" option in the Update similar instances modal.
You will need the "Manage quote item pricing" permission or be a member of a group that has it to update a product's price, markup, margin, and billable setting.
You will need the "Manage quote item costs" permission or be a member of a group that has it to update a product's cost.
Here is a table listing the fields that can be updated for non-length-based and length-based products.
Field | Product (non-length-based) | Product (length-based) |
Description | ✓ | ✓ |
Quantity | ✓ | ✓ |
Client-Selectable | ✕ | ✕ |
Length of run | NA | ✓ |
Cost per length | NA | ✓ |
Price per length | NA | ✓ |
Price | ✓ | NA |
Discount | ✓ | ✓ |
Cost | ✓ | NA |
Supplier | ✓ | ✓ |
Margin | ✓ (Recalculated) | ✓ (Recalculated) |
Markup | ✓ (Recalculated) | ✓ (Recalculated) |
MSRP | ✓ | ✓ |
Taxable | ✓ | ✓ |
Tax | ✓ | ✓ |
Labor | ✓ | ✓ |
Phase | ✓ | ✓ |
Client-Supplied | ✕ | ✕ |
Billable | ✕ | ✕ |
Labor types
Select multiple labor types, and you will see a side panel to update their details.
Some examples of updates you can make include changing grouping assignments, labor time, and the billable state of labor types.
You will need the "Manage quote labor type pricing" permission or be a member of a group that has it to update the billable setting for the labor type.
Packages and Alternate sets
Select the headers of multiple packages or alternate sets, and you will see a side panel to update their details.
Some examples of updates you can make include:
Adding new items to the selected packages
Adding accessories to the selected alternate sets
Updating the price summary, price details, and group allocations of packages or alternate sets
Updating the quantity of packages or alternate sets in multiple locations
The following is an example of adding a wall mount to 2 Home theater packages.
