{"id":25015,"date":"2020-11-30T16:43:39","date_gmt":"2020-11-30T16:43:39","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25015"},"modified":"2021-08-09T10:54:25","modified_gmt":"2021-08-09T10:54:25","slug":"enable-line-item-buttons-on-quote","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/enable-line-item-buttons-on-quote\/","title":{"rendered":"Enable Line Item Buttons on Quote"},"content":{"rendered":"\n

As we know Sage CRM is a combination of all the modules which are important for the business. From that Quote is one of the important and highly usable modules. Recently we have one query from our one of the client, related to the New Line Item buttons are not showing on Quote summary screen. As there are many buttons on the quote summary screen which are predefine and \u2018Line Item\u2019 buttons are one of the predefined buttons.<\/p>\n\n\n\n

New Stuff: <\/em><\/strong>Error on Favourites List in Sage CRM<\/a><\/p>\n\n\n\n

On investigation, we found that one of the standard fields from the quote summary is accidentally removed by the user. In this blog, we discussed how we can enable Line item buttons on the quote summary screen.  After some findings, we found that the \u2018Pricing List\u2019 field from the quote summary is missing. That\u2019s the reason predefine buttons of Line items are disabled.<\/p>\n\n\n\n\"Quote<\/a>

Quote Summary Screen<\/i><\/center><\/font>\n\n\n\n

Note<\/strong>: In standard Sage CRM there is \u2018Pricing List\u2019 field is available on quote summary.

To enable the Line items button we need to add the missing standard field i.e. \u2018Pricing List\u2019 on the quote summary. Follow the below steps to add a field on Quote summary.

1. Navigate to Administration<\/strong>\u00a0->\u00a0Customization<\/strong>\u00a0-> Quotes

<\/strong>2. <\/strong>Navigate to Screens tab and Click on \u2018Quote Summary\u2019

<\/strong>\"Screens\"<\/a>

Screens<\/i><\/center><\/font> 3. Add \u2018Pricing List\u2019 field on Quote summary screen. Click on Save.\n\"Pricing<\/a>
Pricing list<\/i><\/center><\/font><\/p>\n\n\n\n

Then to verify the change, the user needs to create a new quote. After creating a new quote user can see all the line item buttons with existing buttons. Below is the summary screen after adding a \u2018Pricing List\u2019 field.<\/p>\n\n\n\n\"Quotes<\/a>

Quotes Button<\/i><\/center><\/font>\n\n\n\n

In this way, the user can enable the line item buttons in the above scenario without any coding by just adding a standard missing field.

Hope this helps!<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

As we know Sage CRM is a combination of all the modules which are important for the business. From that Quote is one of the important and highly usable modules. Recently we have one query from our one of the client, related to the New Line Item buttons are not showing on Quote summary screen.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[304,46,303,340,351,404],"tags":[1321,1728,1859,4102,2231,3680],"class_list":["post-25015","post","type-post","status-publish","format-standard","hentry","category-quotes","category-button-sage-crm","category-quote","category-sage-crm-guide","category-screen-sage-crm","category-tips","tag-hide-button","tag-orders","tag-quote","tag-quote-buttons","tag-screen","tag-selection-list-options"],"yoast_head":"\nEnable Line Item Buttons on Quote - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/enable-line-item-buttons-on-quote\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enable Line Item Buttons on Quote - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we know Sage CRM is a combination of all the modules which are important for the business. From that Quote is one of the important and highly usable modules. 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