To add items to quotes in the Mobile Quote app, you will need to build your Mobile Quote catalog in SI and synchronize it with Mobile Quote. This way, every Mobile Quote app user will have access to the items in the catalog.
To build the Mobile Quote Catalog:
1/ In SI, click Start > Mobile Quotes > Manage Mobile Quotes.
2/ Click the Build button in the Catalog section of the ribbon.
This will open the Build Mobile Quote Catalog interface.
By default, all categories, subcategories, and packages are set to Include, meaning they will be synchronized to Mobile Quote when you click Save or Save and Close.
Here, you can do the following:
Expand the categories to display the subcategories if you want to be selective of what you want to transfer to Mobile Quote.
Change the fields of the categories, subcategories, and packages shown on the right.
The following are the fields.
Field | Description |
Include/Exclude in Mobile Quote | Here, you can sync the category, subcategory, or package to Mobile Quote. |
Name | Displays the name of the category, subcategory, or package.
This field is read-only. |
Description | Displays the description of the package.
This field is read-only. |
System | Here, you can assign the category, subcategory, or package to a system, and the items in it will be considered as "Suggested Items" when adding items to that system in the quote. |
Price/Quality Level and Labor | Here, you can choose to do one of the following:
Check out this article for more details about how SI calculates the Good, Better, and Best pricing using the 20/50/80 method.
Pricing and labor hours do not apply to packages. However, you can manually change the pricing and labor hours. |
Also, while building the catalog, you can use the following options to be more accurate and save time.
Mass Update
You can select multiple categories, subcategories, and packages and click the Mass Update button in the ribbon to mass-update the fields for them in one go.
Round Prices
You can select one or more categories, subcategories, and packages and click the Round Prices button in the ribbon to round the prices of the items.
Check out this article for more details.
Price Types
You can select one or more categories, subcategories, and packages and click the Change button in the ribbon to change the price types of the items in them.
Once you have completed rounding prices and setting price types on the selected categories, subcategories, and packages, click Save and Close.