Line Information Reference (Quotes, Orders, & Claims)

The Line Information section displays item-level details for all transactions entered in Quotes, Customer Orders, and Claims. Each line represents a product or service being estimated, sold, or adjusted.

Most fields and toolbar actions are shared across these record types, though some are specific to Orders or Claims. This reference defines each field and notes where its behavior differs.

Overview of the Line Area

The Line Information grid appears on the lower half of the Quote, Order, or Claim screen.
It includes the following components:

• a. Tabs: Sort grid information.
• b. Grid: Columns showing product, quantity, cost, price, and other values.
• c. Totals Bar: Displays extended totals, taxes, and margin information.
• d. Toolbar: Buttons for inserting, changing, deleting, or managing lines.

For step-by-step instructions on adding or editing lines, see:

• Manage Quote Line Items
• Manage Order Line Items

Line Fields and Functions

Shared Line Fields

Field	Description	Notes
Line #	Sequential number automatically assigned to each line.	Determines display and print order.
Product / SKU	Product code or catalog item selected from inventory.	Required for material lines.
Description	Text description of the product or service.	Editable for clarity on printed documents.
Qty	Quantity of items or measurement units.	Must align with unit of measure (UOM).
UOM (Unit of Measure)	Unit defining how quantity is measured (e.g., EA, SF, SY).	Impacts pricing and inventory calculations.
Sell Price	Unit price before taxes or discounts.	Based on price list or manual override.
Extended Price	Calculated total (Qty × Sell Price).	Auto-calculated when line is saved.
Tax Type / Tax Code	Tax classification applied to the line.	Controlled by Tax Methods setup.
Location / Store	Selling or job-costing location.	Important for tax and inventory calculations.
Sales Rep	Assigned salesperson for commission and reporting.	Inherited from header unless overridden.
Cost / Margin	Internal cost and margin values.	Visible based on user permissions.
Job / Area	Identifies the job phase or area the item applies to.	Useful for multi-area estimates or installations.

Quote-Specific Fields and Functions

Field / Function	Description	Notes
Export Flag	Indicates whether the line has been exported to an order.	Updated automatically on export.
Tag Line	Marks a line for export, append, or line-level copy.	Controlled from toolbar actions.
Estimate Totals	Shows running totals for Material, Labor, and Misc.	Used to balance quote header.
Balance Lines with Header	Option affecting export behavior.	Determines if header-only totals are sent to orders.
Return Sample	Marks product samples for tracking.	Optional, depending on business setup.

Order-Specific Fields and Functions

Field / Function	Description	Notes
Status	Indicates current line status (e.g., Ordered, Delivered, Installed).	Controlled via Adjust Status on toolbar.
Committed Qty	Quantity committed from inventory.	Updated when order is saved or posted.
Backorder Qty	Quantity remaining to fulfill.	Calculated automatically.
PO # / View PO	Links line to a Purchase Order if replenishment is required.	Created using PO toolbar option.
Ship To	Specifies destination for delivery or installation.	Can vary by line.
Job Cost Link	Connection between order line and job cost detail.	Used for tracking profitability.

Claim-Specific Fields and Functions

Field / Function	Description	Notes
Claim Type	Defines whether the claim is for credit, replacement, or adjustment.	Set per line.
Replacement Line Ref	References the original order or product being replaced.	Populates automatically when linked.
Credit Amount	Value credited to the customer for this line.	Displayed in claim totals.

Toolbar Reference (Contextual)

Toolbar Button	Quotes	Orders	Purpose / Notes
Insert / Change / Delete	✔	✔	Add, edit, or remove lines.
Split Line / Combine Line	✔	✔	Divide or merge product quantities.
Copy / Use Template	✔	✔	Duplicate existing line setups or apply predefined templates.
Notes / Attach	✔	✔	Add supporting documentation.
Return Sample	✔	—	Track product samples from quotes.
Adjust Status / Move / Ship To	—	✔	Manage fulfillment and logistics.
PO / View PO	—	✔	Create or view vendor purchase orders.
Export Line	✔	✔	Export line data to another quote or order.
Define Area	✔	✔	Assign product to a specific area or room.
Web	✔	✔	Connects to integrated web tools (e.g., product catalogs, portals).