SugarCRM SupportDocumentationSugar Versions8.08.0 ProfessionalSugar Professional 8.0 Administration GuideProducts and Quotes

Products and Quotes

Overview

The configuration options in the Admin page's Products and Quotes panel enable you to define a variety of options for the Quoted Line Items and Quotes modules. The Products and Quotes panel provides access to the following administrative modules:

Module Description
Product Catalog List of products sold by your organization; used as a template for the Quoted Line Items module
Product Categories The categories by which your products are organized in the Product Catalog
Product Types The Type dropdown list in the Product Catalog
Manufacturers The Manufacturer Name dropdown list in the Product Catalog
Shipping Providers The Shipping Provider dropdown list in Quotes
Tax Rates The Tax Rate dropdown list in Quotes

Please note that only administrators or users with developer-level role access have the ability to control the configurations within this documentation.

The Product Catalog and Product Categories modules use Sugar's Sidecar user interface. The following links will open specific sections of the User Interface documentation where you can read about views and actions that are common across most Sidecar modules. The sections following this table describe behaviors and functionality specific to the Products- and Quotes-related modules. 

Content Link Description
Creating Records
    Basic Record Creation
    Creating Via Subpanels
    Creating Via Duplication
    Importing Records

The Creating Records section covers the various methods of creating new records, including via the Create button in the module, via the subpanel on related module records, duplication of an existing record, and importing a list of records into Sugar using a .csv spreadsheet.

Viewing Records
    Viewing Via List View
    Viewing Via Record View
    Viewing Via Recently Viewed
    Viewing Via Preview
    Viewing Via Reports

The Viewing Records section describes the various methods of viewing records, including via the list view and record view, the Recently Viewed menu in the module tab, previewing records in the right-hand side panel, and reports displaying the record's data.

Searching for Records
    Global Search
    List View Search
        Creating a Filter
        Saving a Filter
The Searching for Records section provides an introduction to the two searching methods for locating Sugar records: global search, which searches across all Sugar modules, and list view search, which searches and filters within the module.
List View
    Total Record Count
    Create Button
    List View Search
    Checkbox Selection
    Mass Actions Menu
    Column Reordering
    Column Resizing
    Column Sorting
    Column Selection
    Preview
    Record Actions Menu
    More Records
    Dashboards
The List View section walks through the many elements of the List View layout, which contains a filterable list of all records in the current module. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the list view are described in the List View Mass Actions Menu and List View Record Actions Menu sections of the module overviews below.
Record View
    Next or Previous Record
    Actions Menu
    Show More
    Dashboards
The Record View section walks through the many elements of the Record View layout, which contains detailed information about a single record. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the record view are described in the Record View Actions Menu sections of the module overview sections below.

Editing Records
    Editing Inline Via Record View
    Editing Via Record View
    Editing Inline Via Subpanels
    Editing Inline Via List View
    Mass Editing Via List View
    Editing Fields

The Editing Records section describes the various methods of editing existing records, including inline via the record view, in full edit mode on the record view, inline via the subpanel on related module records, inline via the list view, and via the Mass Update option on the list view. The Editing Fields section provides instructions for modifying the different field types available in Sugar records.
Deleting Records
    Deleting Via Record View
    Deleting Via List View
    Mass Deleting Via List View
The Deleting Records section describes the various methods of deleting unwanted records, including via the record view, an individual record's Actions menu on the list view, and the Mass Actions menu on the list view.
Exporting Records The Exporting Records section provides an introduction to the export functionality, which allows you to download a list of records and all their data as a .csv file for use outside of Sugar (e.g. in Microsoft Excel).
Recalculating Calculated Values The Recalculating Calculated Values section provides instructions on utilizing the Recalculate Values list view option to update calculated field values in the module if the administrator has changed the field's formula via Admin > Studio.
Finding Duplicate Records The Finding Duplicate Records section provides instructions for locating duplicate records. If searching on matching fields (e.g. Name) identifies one or more duplicates, they can be merged into a single record.
Merging Records
    Merging Via List View
The Merging Records section provides instructions for merging duplicates, which combines field values and related records into a single record.
Sharing Records The Sharing Records section provides instructions for the Share record view option, which composes an email with a link to the record. If the recipient is logged into Sugar, clicking the link will bring them directly to the record view.

Product Catalog

Sugar's Product Catalog module contains a list of all products or services that your organization sells. This module provides the Quoted Line Items module with the template used when creating products to be used for Opportunities and Quotes, including pricing and cost information and information about the manufacturer.

Products within the Product Catalog can be broadly classified into product types, such as Software and Hardware. Each product type can be further organized into several product categories. For example, the software product type can contain product categories such as Spreadsheets and Word Processors. You can also create sub-categories within a category.

This documentation will cover information and actions specific to the Product Catalog. For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting records, please refer to the Working With Products- and Quotes-Related Modules section of this page.

Product Catalog Fields

The Product Catalog contains a number of stock fields that come out-of-the-box with Sugar. The definitions below are suggested meanings for the fields, but the fields can be leveraged differently to best meet your organization's needs. Fields can be altered, added, or removed via Admin > Studio. For more information on configuring fields, please refer to the Studio documentation in the Administration guide.

Field Description
Availability Select if the item is in stock or not from the dropdown list
Category Type The product category to which the new item belongs
Cost The actual cost of the item. This will not appear on printed quotes
Currency The currency of the given prices (Cost, List, Unit)
Date Available Select the date of availability if the item is out of stock
Date Created The date the product catalog record was created
Date Modified The date the product catalog record was last modified
Date-Cost-Price The starting date that the cost is valid
Default Pricing Formula

Select a formula from the dropdown list to arrive at the discount price for the Unit Price field. The formulas are as follows:

  • Fixed Price: Allows you to enter a Unit Price without any calculation.
  • Profit Margin: Enter the points in the adjoining field to vary the percentage against the cost.
  • Markup over Cost: Choose a percentage to raise the price over the cost.
  • Discount from List: Enter the discount percentage from the List Price in the adjoining field.
  • Same as List: The Unit Price will be the same as the List Price.
Description A description or other information about the product
List Price The quotable list price of the product
Manufacturer Name The manufacturer of the product
Mft. Part Number The manufacturer's part number for the product
Product Name The name of the product
Product URL The web address of product if it is available online
Quantity in Stock

Enter the number of units that are in stock of the product

Note: Negative values are supported in this field.

Support Contact The support person's contact information, such as the phone number or email address
Support Desc. Brief description or other information regarding the support provided
Support Name The name of the Customer Support person
Support Term The term (e.g. six months, one year, etc.) in which support will be provided for the product
Tags User-created keywords that can be used to identify records in filters, dashlets, and reports
Note: For more information on creating and using tags, please refer to the Tags documentation.
Tax Class Tax classification (e.g. taxable, non-taxable) for the product
Type The specified product type
Unit Price The unit price of the product
Vendor Part Number The vendor's part number for the product
Weight

The weight of the product

Note: Negative values are supported in this field.

Product Catalog Menus

The Product Catalog module contains various options that are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for module-specific functionality, within this page.

Module Tab Menu

The Product Catalog module tab can be accessed by clicking the Product Catalog option in the Admin menu. Click the tab to access the Product Catalog list view. You may also click the triangle in the Product Catalog tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important actions within the module. The Recently Viewed menu displays the list of product catalog records you last viewed in the module.
ProductCatalog ModuleTab 75x

The Product Catalog's Actions menu allows you to perform the following operations:

Menu Item Description
Create Product for Catalog

Opens the record view layout to create a new product for the catalog

View Product Catalog Opens the list view layout to search and display the product catalog
View Manufacturers Opens the Manufacturers list view
View Product Categories Opens the Product Categories list view
View Product Types Opens the Product Types list view
Import Product Catalog Entries Opens the import wizard to create or update product catalog entries using external data

List View Menus

The Product Catalog list view displays all product catalog records meeting the current search criteria. You can view the basic details of each product within the field columns. Please note that you will only be able to see product catalog records as allowed by your user access type (Developer) and assigned roles. For more information on roles, please refer to the Role Management documentation.

Users with administrator or developer access have the ability to change what fields are visible in the list view via Admin > Studio. For more information on editing layouts, please refer to the Studio documentation.

Mass Actions Menu

The Mass Actions menu to the right of the checkbox option allows you to perform various actions on the currently selected records.
ProductCatalog LV MassActionsMenu

The options in the Mass Actions menu allow you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more product catalog records at a time
Recalculate Values  (Available in certain circumstances) Updates calculated values to reflect changes to calculated fields made in Studio 
Merge Merge two or more duplicate products 
Delete Delete one or more product catalog records at a time
Export Export one or more product catalog records to a CSV file
Record Actions Menu

The Record Actions menu to the right of each record's Preview button allows users to edit, follow, or delete specific records directly from the list view.
pcat-list-actions77

The options in the Record Actions menu allow you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this product in the intelligence pane
Edit Edit this product
Delete Delete this product

Record View Actions Menu

The Product Catalog record view displays thorough product information including all product fields. The record view can be reached by clicking a product record's link in the Product Catalog list view. You have the ability to change the record view by configuring the layout via Admin > Studio. For more information on editing layouts, please refer to the Studio documentation.

The Actions menu on the top right of each product's record view allows you to perform various actions on the current record. 
PC7.7 ActionsMenu

The options in the Actions menu allow you to perform the following operations:

Menu Item Description
Edit Edit this product
Share Share a link to this product via email
Download PDF

Download product information as a PDF file

Email PDF

Email product information as a PDF attachment

Find Duplicates Locate potential duplicates of this product
Copy Duplicate this product
Delete Delete this product

Product Categories

The Product Categories module allows you to create categories to group records under a Product Type. This is one of the levels of organization you can use for the products and services that your organization offers, and will contain multiple entries from the product catalog.

This documentation will cover information and actions specific to the Product Catalog. For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting records, please refer to the Working With Products- and Quotes-Related Modules section of this page.

Product Category Fields

The Product Category module contains four stock fields that come out-of-the-box with Sugar. The definitions below are suggested meanings for the fields.

Field Description
Product Category The category's name as it will appear on the Product Category dropdown list
Parent Category Select a parent product category if this product category is a sub-set of another category
Description A description or other information about the product category
Order Enter a number to specify the order in which this category will appear in the Product Category dropdown list

Product Category Menus

The Product Categories module contains various options and functions that are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for module-specific functionality, within this page.

Module Tab Menu

The Product Categories module tab can be accessed by clicking the Product Categories option in the Admin page. Click the tab to access the Product Categories list view. You may also click the triangle in the Product Categories tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important actions within the module. The Recently Viewed menu displays the list of product category records you last viewed in the module.
ProductCategories ModuleTab 75x

The Actions menu allows you to perform the following operations:

Menu Item Description
Create Product for Catalog

Opens the product catalog's record view to create a new product for the catalog

View Product Catalog Opens the Product Catalog list view
View Manufacturers Opens the Manufacturers list view
View Product Categories Opens the Product Categories list view
View Product Types Opens the Product Types list view
Import Product Categories

Opens the import wizard to create or update product categories using external data

List View Menus

The Product Categories list view displays all product category records. You can view the basic details of each product category within the field columns. You can also click on a category's name to edit it, or delete the category by clicking the "Delete" button at the end of the row.

Mass Actions Menu

The Mass Actions menu to the right of the checkbox option allows you to perform various actions on the currently selected records.
ProductCategories LV MassActionsMenu 

The options in the Mass Actions menu allow you to perform the following operations:

Menu Item Description
Merge Merge two or more duplicate product categories
Delete Delete one or more product categories at a time
Export Export one or more product categories to a CSV file
Record Actions Menu

The Record Actions menu to the right of each record's Preview button allows users to edit or delete specific records directly from the list view.
category-list-actions77

The options in the Record Actions menu allow you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this category in the intelligence pane
Edit Edit this product category
Delete Delete this product category

Record View Actions Menu

The Product Categories record view displays product category information including all relevant fields. The record view can be reached by clicking a product category's link from the Product Categories list view.

The Actions menu on the top right of each product category's record view allows you to perform various actions on the current record.
PG7.7 ActionsMenu

The options in the Actions menu allow you to perform the following operations:

Menu Item Description
Edit Edit this product category
Share Share a link to this product category
Find Duplicates Locate potential duplicates of this product category
Copy Duplicate this product category
Delete Delete this product category

Product Types

The Product Types module controls the Type dropdown list in the Product Catalog fields. In addition to product categories, the product type allows you to define the classification of a product or service that is being offered on a product catalog record.

This documentation will cover information and actions specific to the product types. For instructions concerning views and actions which are common across most Sugar modules, such as creating, editing, and deleting records, please refer to the Working With Products- and Quotes-Related Modules section of this page.

Product Type Fields

The Product Types module contains three stock fields that come out-of-the-box with Sugar. The definitions below are suggested meanings for the fields.

Field Description
Product Type The product type's name as it will appear on the Type dropdown list in the product catalog
Description A description or other information about the product type
Order Enter a number to specify the order in which this product type will appear in the Type dropdown list

Product Type Menus

The Product Types module contains various options and functions that are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for module-specific functionality, within this page.

Module Tab Menu

The Product Types module tab can be accessed by clicking the Product Types option in the Admin menu. Click the tab to access the Product Types list view. You may also click the triangle in the Product Types tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important actions within the module. The Recently Viewed menu displays the list of product type records you last viewed in the module.
ProductTypes ModuleTabMenu

The Actions menu allows you to perform the following operations:

Menu Item Description
Create Product Type Opens the Product Types list view to create a product
View Product Types Opens the Product Types list view
Create Product for Catalog Opens the Product Catalog record view to create a new product for the catalog
View Product Catalog Opens the Product Catalog list view
View Manufacturers Opens the Manufacturers list view
View Product Categories Opens the Product Categories list view
Import Product Types

Opens the import wizard to create or update product types using external data

List View Menus

The Product Types list view displays all product type records. You can view the basic details of each product type within the field columns. You can also click on a product type's name to edit or delete the category by clicking the "Delete" button at the end of the record's row in the list view.

Mass Actions Menu

The Mass Actions menu to the right of the checkbox option allows you to perform various actions on the currently selected records. 
ProductTypes LV MassActionsMenu 

The options in the Mass Actions menu allow you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more product type records at a time
Merge Merge two or more duplicate product types
Delete Delete one or more product types at a time
Export Export one or more product types to a CSV file
Record Actions Menu

The Record Actions menu to the right of each record's Preview button allows users to edit or delete specific records directly from the list view. 
category-list-actions77

The options in the Record Actions menu allow you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this product type in the intelligence pane
Edit Edit this product type
Delete Delete this product type

Record View Actions Menu

The Product Types record view displays product type information including all relevant fields. The record view can be reached by clicking a product type's link from the Product Types list view.

The Actions menu on the top right of each product type's record view allows you to perform various actions on the current record. 
PG7.7 ActionsMenu

The options in the Actions menu allow you to perform the following operations:

Menu Item Description
Edit Edit this product type
Share Share a link to this product type
Find Duplicates Locate potential duplicates of this product type
Copy Duplicate this product type
Delete Delete this product type

Ordering Product Types

The Order field in Product Types defines the order of the different type options when viewing the Type dropdown list of a Product Catalog record. The Order field allows you to organize what order the dropdown list will display, with 1 being the highest on the list and moving down as the order number rises. When creating new product type record options, the Order field will automatically increment to the next number in the list, thereby adding the new option to the bottom of the list. The Order field can be overwritten with another number if you would like to manually re-order the options.

Manufacturers

The Manufacturers module controls and maintains the Manufacturer Name field in the Product Catalog module. The Manufacturer Name field allows you to select from a list of the manufacturers you use to classify your products and specify from which manufacturer they are produced.

Manufacturer Fields

The Manufacturers module contains three stock fields that come out-of-the-box with Sugar. The below definitions are suggested meanings for the fields.

Field Description
Manufacturer The manufacturer's name as it will appear in the Manufacturer Name field in the product catalog
Status Select "Active" or "Inactive" to indicate which manufacturers are displayed as options in the Manufacturer Name field
Order Enter a number to specify the order in which this category will appear in the Manufacturer Name field list

Manufacturer Menus

The Manufacturers module contains various options and functions that are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for module-specific functionality, within this page.

Module Tab Menus

The Manufacturers list view can be accessed by navigating to the Admin page and selecting "Manufacturers" under the Product and Quotes panel. Click the tab to access the Manufacturers list view. You may also click the triangle in the Manufacturers tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important actions within the module. The Recently Viewed menu displays the list of manufacturers you most recently viewed.
ManufacturersModuleTab

The module tab's Actions menu allows you to perform the following operations:

Menu Item Description
Create Product for Catalog Opens the Product Catalogs record view to create a new product for the catalog
View Product Catalog Opens the Product Catalog list view layout to search and display product catalogs
View Manufacturers Opens the Manufacturers list view to search and display manufacturers
View Product Categories Opens the Product Categories list view to search and display product categories
View Product Types Opens the Product Types list view to search and display product categories
Import Manufacturers

Opens the import wizard to create or update manufacturers using external data

List View Menus

The Manufacturers list view displays all manufacturer records and allows for searching and filtering to locate specific manufacturers. You can view the basic details of each record within the field columns of the list view or click the manufacturer's name to open the record view. To access the module's list view, simply navigate to the Admin page and select "Manufacturers" under the Product and Quotes panel. You can also click the module's tab in the navigation bar once the Manufacturers module opens.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual manufacturer records or click the checkbox in the list header to select all records displayed on the current set of list view results. 
Manufacturers ListViewMassActionsMenu

The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more manufacturer records at a time
Merge Merge two or more duplicate manufacturers 
Delete Delete one or more manufacturer records at a time
Export Export one or more manufacturer records to a CSV file
List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on individual manufacturer records directly from the list view.
pcat-list-actions77

The list view's Record Actions menu allows you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this manufacturer in the intelligence pane
Edit Edit this manufacturer
Delete Delete this manufacturer

Record View Actions Menu

The Manufacturer's record view displays a single manufacturer in full detail including its fields. To access a manufacturer's record view, simply click the hyperlinked manufacturer name in the Manufacturers list view. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record. 
PC7.7 ActionsMenu

The Actions menu allows you to perform the following operations:

Menu Item Description
Edit Edit this manufacturer
Share Share a link to this manufacturer via email
Find Duplicates Locate potential duplicates of this manufacturer
Copy Duplicate this manufacturer
Delete Delete this manufacturer

Ordering Manufacturers

The Order field in the module defines the order in which the manufacturer options are displayed in the corresponding Manufacturer Name field of the Product Catalog module. Enter the numeric value (e.g. 1, 2, 3) in the manufacturer record's Order field to determine the order it will display in the corresponding field list (Manufacturer Name). For example, a manufacturer record with an order value of "1" will display at the top of the list followed by the next value (e.g. 2), and so forth. When creating new manufacturer records, the Order field will automatically increment to the next number in the list, thereby adding the new option to the bottom of the list. The Order field can be overwritten with another number if you would like to manually re-order the options.

Shipping Providers

The Shipping Providers module controls and maintains the Shipping Provider field in the Quotes module. The Shipping Provider field allows you to determine how you are going to transport the purchased products or services to the customer.

Shipping Provider Fields

The Shipping Provider module contains three stock fields that come out-of-the-box with Sugar. The definitions below are suggested meanings for the fields.

Field Description
Shipping Provider The provider's name as it will appear in the Shipping Provider field of the Quotes module
Status Select "Active" or "Inactive" to indicate which shipping providers are displayed as options in the Shipping Provider field
Order Enter a number to specify the order in which this shipping provider option will appear in the quote's Shipping Provider field list

Shipping Provider Menus

The Shipping Providers module contains various options and functions that are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for module-specific functionality, within this page.

Module Tab Menus

The Shipping Providers list view can be accessed by navigating to the Admin page and selecting "Shipping Providers" under the Product and Quotes panel. Click the tab to access the Shipping Providers list view. You may also click the triangle in the Shipping Providers tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important actions within the module. The Recently Viewed menu displays the list of shipping providers you most recently viewed. 
ShippingProvidersModuleTab

The module tab's Actions menu allows you to perform the following operations:

Menu Item Description
Shipping Provider List

Opens the Shipping Providers list view layout to search and display shipping providers

Tax Rate List Opens the Tax Rates list view layout to search and display tax rates

List View Menus

The Shipping Providers list view displays all shipping provider records and allows for searching and filtering to locate specific shipping providers. You can view the basic details of each record within the field columns of the list view or click the shipping provider's name to open the record view. To access the module's list view, simply navigate to the Admin page and select "Shipping Providers" under the Product and Quotes panel. You can also click the module's tab in the navigation bar once the Shipping Providers module opens.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual shipping provider records or click the checkbox in the list header to select all records displayed on the current set of list view results. 
Manufacturers ListViewMassActionsMenu

The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more shipping provider records at a time
Merge Merge two or more duplicate shipping providers 
Delete Delete one or more shipping provider records at a time
Export Export one or more shipping provider records to a CSV file
List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on individual shipping provider records directly from the list view.
pcat-list-actions77

The list view's Record Actions menu allows you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this shipping provider in the intelligence pane
Edit Edit this shipping provider
Delete Delete this shipping provider

Record View Actions Menu

The Shipping Providers record view displays a single shipping provider in full detail including its fields. To access a shipping provider's record view, simply click the hyperlinked shipping provider name in the Shipping Providers list view. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record. 
PC7.7 ActionsMenu

The Actions menu allows you to perform the following operations:

Menu Item Description
Edit Edit this shipping provider
Share Share a link to this shipping provider via email
Find Duplicates Locate potential duplicates of this shipping provider
Copy Duplicate this shipping provider
Delete Delete this shipping provider

Ordering Shipping Providers

The Order field in the module defines the order in which the shipping provider options are displayed in the corresponding Shipping Provider field of the Quotes module. Enter the numeric value (e.g. 1, 2, 3) in the shipping provider record's Order field to determine the order it will display in the corresponding field list (Shipping Provider) on the quote record. For example, a shipping provider record with an order value of "1" will display at the top of the list followed by the next value (e.g. 2), and so forth. When creating new shipping provider records, the Order field will automatically increment to the next number in the list, thereby adding the new option to the bottom of the list. The Order field can be overwritten with another number if you would like to manually re-order the options.

Tax Rates

The Tax Rates module controls and maintains the Tax Rates field in the Quotes module. The Tax Rates field allows you to apply the applicable tax rate to the quote's taxable subtotal. Tax rates can be added as any necessary percentage, so they will be able to include national and international rates.

Tax Rate Fields

The Tax Rate module contains four stock fields that come out-of-the-box with Sugar. The below definitions are suggested meanings for the fields.

Field Description
Tax Rate Name The tax rate's name as it will appear in the Tax Rate field of the Quotes module
Percentage The percentage of the quote's subtotal that will be taxed
Status Select "Active" or "Inactive" to indicate which tax rates are displayed as options in the Tax Rate field
Order Enter a number to specify the order in which this tax rate option will appear in the quote's Tax Rate field list 

Tax Rate Menus

The Tax Rates module contains various options and functions that are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for module-specific functionality, within this page.

Module Tab Menus

The Tax Rates list view can be accessed by navigating to the Admin page and selecting "Tax Rates" under the Product and Quotes panel. Click the tab to access the Tax Rates list view. You may also click the triangle in the Tax Rates tab to display the Actions and Recently Viewed menus. The Actions menu allows you to perform important actions within the module. The Recently Viewed menu displays the list of tax rates you most recently viewed. 
TaxRatesModuleTab

The module tab's Actions menu allows you to perform the following operations:

Menu Item Description
Shipping Provider List Opens the Shipping Providers list view layout to search and display shipping providers
Tax Rate List Opens the Task Rates list view layout to search and display tax rates
Import Tax Rates Opens the import wizard to create or update tax rates using external data

List View Menus

The Tax Rates list view displays all tax rate records and allows for searching and filtering to locate specific tax rates. You can view the basic details of each record within the field columns of the list view or click the tax rate's name to open the record view. To access the module's list view, simply navigate to the Admin page and select "Tax Rates" under the Product and Quotes panel. You can also click the module's tab in the navigation bar once the Tax Rates module opens.

List View Mass Actions Menu

The Mass Actions menu to the right of the checkbox option in the list header allows you to perform mass actions on all currently selected records. You can use the checkbox on each record's row to select individual tax rate records or click the checkbox in the list header to select all records displayed on the current set of list view results. 
Manufacturers ListViewMassActionsMenu

The Mass Actions menu allows you to perform the following operations:

Menu Item Description
Mass Update Mass update one or more tax rate records at a time
Merge Merge two or more duplicate tax rates 
Delete Delete one or more tax rate records at a time
Export Export one or more tax rate records to a CSV file
List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on individual tax rate records directly from the list view.
pcat-list-actions77

The list view's Record Actions menu allows you to perform the following operations:

Menu Item Description
Preview (Eye icon) Preview this tax rate in the intelligence pane
Edit Edit this tax rate
Delete Delete this tax rate

Record View Actions Menu

The Tax Rates record view displays a single tax rate in full detail including its fields. To access a tax rate's record view, simply click the hyperlinked tax rate name in the Tax Rates list view. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record. 
PC7.7 ActionsMenu

The Actions menu allows you to perform the following operations:

Menu Item Description
Edit Edit this tax rate
Share Share a link to this tax rate via email
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Ordering Tax Rates

The Order field in the module defines the order in which the tax rate options are displayed in the corresponding Tax Rate field of the Quotes module. Enter the numeric value (e.g. 1, 2, 3) in the tax rate record's Order field to determine the order it will display in the corresponding field list (Tax Rate) of the Quotes module. For example, a tax rate record with an order value of "1" will display at the top of the list followed by the next value (e.g. 2), and so forth. When creating new tax rate records, the Order field will automatically increment to the next number in the list, thereby adding the new option to the bottom of the list. The Order field can be overwritten with another number if you would like to manually re-order the options.

Last modified: 2018-03-28 22:32:20