Products and Quotes

The Products and Quotes section of the Admin panel enables you to define products and product details that are used in the Quoted Line Items, Quotes, and Revenue Line Items modules. The Products and Quotes panel provides access to the following modules:

Please note the following as pertains to access and visibility of Product Catalog-related modules:

• The Quotes Configuration, Shipping Providers, and Tax Rates modules are not available for Sugar Serve users. For more information on license types and the functionality available for each, refer to the License Types Matrix documentation. 
• For some older, unsupported versions of Sugar, the Product Catalog, Product Categories, Product Types, and Manufacturers modules were only available to Administrator users. Information specific to these modules can now be found in the Product Catalog documentation in the Application Guide.
• The Quotes Configuration, Shipping Providers, and Tax Rates modules remain available only for administrators or users with developer-level role access. This documentation will cover information and actions specific to these modules.

Quotes Configuration

The Quotes Configuration page allows you to specify the fields and their order which are available when working with quote records. When viewing or editing a quote in record view, the quote worksheet appears beneath its panels of fields. This is where product groups, quoted line items, and comments can be created and rearranged along with any discounts, taxes, or shipping fees. The worksheet is broken into three portions, the Summary Bar Header, Worksheet Columns, and Grand Totals Footer.

Note: The Quotes Configuration functionality is not available for Sugar Serve users. For more information on license types and the functionality available for each, refer to the License Types Matrix documentation. 

To modify each section's available fields and field order, click the desired section in the Quotes Configuration page. Doing so will open that section's preview on the left and the list of available, displayed, and related fields to the right. Click the boxes next to each field to toggle whether it is displayed or not.

The meanings of the three display statuses are as follows:

• Available (Empty Box): The field is not displayed in the worksheet nor is it being used in the calculation of a displayed field.
• Related (Solid Box): The field is not displayed in the worksheet. It is being used in the calculation of a displayed field. Hovering over a field marked as "Related" shows a list of fields that use it in their calculations.
• Displayed (Checked Box): The field is displayed in the worksheet. It may also be being used in the calculation of another displayed field.

All fields belonging to the Quotes module will be available for use in the Summary Bar Header section while the Grand Totals Footer section allows selection of any currency fields in the Quotes module. Fields belonging to the Quoted Line Items module are available for the Worksheet Columns section. Beneath each section's preview, the list of default fields for that section is displayed. Clicking the Restore Defaults link will revert any changes so that the section displays the default list of fields. For more information about the worksheet and its sections, refer to the Quotes documentation in the Application Guide.
Note: Image fields marked to display will be read-only in the quotes worksheet.

To rearrange the fields within a section, simply drag and drop each field in the section's preview.

Once you have configured each section as desired, click "Save" to finalize your changes. Clicking "Cancel" will revert your changes.

Note: If the changes you made to the worksheet are not shown in the SugarCRM mobile app, navigate to Admin > Quotes Configuration > Save to re-save any configuration 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.

Note: The Shipping Providers module is not available for Sugar Serve users. For more information on license types and the functionality available for each type, refer to the User Management documentation. 

Shipping Provider Fields

The Shipping Provider module contains three stock fields that come out-of-the-box with Sugar. For information on using and editing various field types, refer to the User Interface documentation. The definitions below are suggested meanings for the fields.

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.

Note: The Tax Rates module is not available for Sugar Serve users. For more information on license types and the functionality available for each type, refer to the User Management documentation. 

Tax Rate Fields

The Tax Rate module contains four stock fields that come out-of-the-box with Sugar. For information on using and editing various field types, refer to the User Interface documentation. The below definitions are suggested meanings for the fields.

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.