Quote Designer Line Item Grid

1. Open or create a Redwood quote, then click Design.

2. Click the applicable view (Products & Pricing is the default view for the Line Item Grid).

3. Click inside the view area.

4. Click the Customize View

Refer to Redwood Quote Views > Customize View for more information.

1. Open or create a Redwood quote, then click Design.

2. Click the applicable view. (Products & Pricing is the default view for the Line Item Grid).

3. Click the applicable section. (Products Line Item Grid is the default section for the Line Item Grid).

4. Click the Customize Section

5. Click in the Update <Section Name> to customize the section name.

   

6. Click Styles to customize Line Item Grid section styles.

   1. Click General Settings to customize expansion, card view, row reordering, overview bar, and pagination.

      • Click the Expand All icon to enable or disable auto expansion of hierarchical products in the Line Item Grid.

      • Click the Card View icon to enable or disable Card View for Line Item Grid items.

      • Click the Row Reorder icon to enable or disable reordering of Line Item Grid items.

      • Click the Overview Bar icon to display or hide the Line Item Grid Overview bar.

      • Click the Paginate icon to enable or disable Line Item Grid pagination.

        If enabled, select the pagination Page Size.

   2. Click Group By to customize grouping and aggregation.

      • Group Attribute: Select a default Menu or Boolean grouping attribute

      • Aggregate On: Select a default attribute to aggregate

      • Expand Groups: Enable this option to automatically expand grouped sections (max 5 groups)

1. Open or create a Redwood quote, then click Design.

2. Click the applicable view. (Products & Pricing is the default view for the Line Item Grid)

3. If the Products Line Item Grid section is collapsed, click the Products Line Item Grid.

4. Click next to the Line Item Grid actions.

5. Click Customize Actions

   

6. Click Row Actions to customize line item actions.

   • Show or Hide the Configure action icon.

   • Click the Pick icon to customize line item action icons.

7. Click Add Products to customize the Add Products drawer.

   • Default View: Set the default product display to Cards or List.

   • Supported Types: Control the product types that are returned in Add Products. Administrators can specify Parts, Models, and/or BOMs (non-configurable kits).

   • Default Filters: Apply a default filter to Add Products. This can be used to show specified product results in the Add Products drawer before a sales user navigates to or searches for products.

   • Enable Recommendations: Enable or disable product recommendations. You can disable recommendations if they are not applicable or intelligence models are not ready customer use.

   • Enable Browse Catalog: Enable or disable the Browse Catalog. You can disable the Browse Catalog if they don't want to allow their sales users to navigate through available product hierarchies.

   • Enforce Browse Catalog: Enable this option to not allow sales user to close the Browse Catalog.

   • Include Catalog Hierarchy: Control which product families are displayed in the Browse Catalog when a sales user defines search criteria in Add Products.

     • When disabled (default), only relevant product families are displayed in the Browse Catalog during a search.

     • When enabled, all available product families are displayed in the Browse Catalog during a search.

   The Add Products action allows users to search and then add parts, models, BOMs, and Favorites to a quote from a single consolidated page. Typically, Add Products is enabled when there are no line items in a quote. But the visibility of the Add Products action can also be controlled by the following items:

   • The Line Item Grid > Customize Actions > Manage Action Sets setting in the Redwood Quote Designer

   • Document Views for the transaction Update Line Items action

   • Access Rules for the transaction Update Line Items action

8. Click Primary Action to customize the primary action for the Line Item Grid.

   • Select the applicable action from the Primary Action drop-down.

   • Click the Delete icon to remove the primary action.

   • Click Advanced, to enable, disable, or mark the confirmation dialog critical.

9. Click More Actions to customize the actions displayed in the More Action drop-down for the Line Item Grid.

   • Click Displayed Actions to view and customize selected actions.

     • Click the action Delete icon to remove an action from the More Actions drop-down.

   • Click Available Actions to view actions that can be added to the More Actions drop-down.

     • Click the action Add + icon to add an available action to the More Actions drop-down.

   Live View

   

10. Click Manage Action Sets to customize the Add Products and Primary Action behavior.

• Click the Hide icon to hide the Add Products action or the Primary Action from all sales users.

• Click the Show icon to display to the Add Products action or the Primary Action from all sales users.

• Expand Add Products to customize the label for the Add Product action.

1. Open or create a Redwood quote, then click Design.

2. Click the applicable view. (Products & Pricing is the default view for the Line Item Grid)

3. If the Products Line Item Grid section is collapsed, click the Products Line Item Grid.

4. Click the Line Item Grid overview.

5. Click Overview Bar

• Click Displayed Attributes to view attributes displayed in the Line Item Grid overview bar.

• Click the action Delete icon to remove an attribute from the Line Item Grid overview bar.

• Click Available Quote Attributes to view attributes that can be added to the Line Item Grid overview bar.

• Click the attribute Add + icon to add an available attribute to the Line Item Grid overview bar.

1. Open or create a Redwood quote, then click Design.

2. Click the applicable view. (Products & Pricing is the default view for the Line Item Grid)

3. If the Products Line Item Grid section is collapsed, click the Products Line Item Grid.

4. Click next to the Line Item Grid.

5. Click Columns

• Click Customize Primary Column.

  

• Select the Primary Column for Part.

• Select the Primary Column for Model.

• Click Columns: Applied attributes to view columns for the Line Item Grid.

• Click the Delete icon for an attribute to remove a Line Item Grid column.

  

• Click on a displayed attribute to customize the Line Item Grid column.

  

• Enable the Editable option to allow end users to modify this field.

• Select Enable Aggregation to show the aggregation of all the values in the column to the user.

  Live View

  

• When Price Waterfall is enabled, select Display in Price Waterfall to display the selected attribute in the Charge Details View.
  Only Currency, Float, Integer, Menu, and Text type attributes can be displayed in the Price Waterfall.

• When Price Waterfall is enabled, select Is Net Price Attribute to designate a Currency type attribute as the Net Price in the Price Waterfall. The value of the selected attribute will be treated as the Net Price in the Price Waterfall. This allows customers using non-standard pricing attributes to still benefit for the price waterfall visualization.

• Click the Manage link to navigate to the Commerce Attribute Editor. Refer to Commerce Attributes for more information about attribute properties.

Complete the following steps to display the price waterfall in the Redwood Quote UI.

1. Open or create a Redwood quote, then click Design.

2. Click the view that contains the Line Item Grid. (Products & Pricing is the default view for the Line Item Grid)

3. If the Products Line Item Grid section is collapsed, click the Products Line Item Grid.

4. Click inside a Line Item Grid column.

5. Click Columns

6. Click Customize Page Properties.

7. Select the Enable Price Waterfall option.

8. Display additional attributes in the Charge Details View for price waterfall.

   1. Click on the desired attribute in the Columns: Applied attributes section.

   2. Select the Display in Price Waterfall option.

   3. Repeat this step for all desired attributes.

9. Designate the Net Price attribute.

   1. Click on the desired attribute in the Columns: Applied attributes section.

   2. Select the Is Net Price Attribute option.

10. Click Live to save the Designer changes.

• Click Available Line Attributes to view and search for attributes for Line Item Grid columns.

• Click the Add + icon to add the associated attribute.