Product Code Roll-up for Quotes Configuration Guide

117 5 April 2020

Product Code Roll-up for Quotes enables you to easily transfer product codes from quote line items to quotes allowing you to use this information in document merge solutions.

How To Set Up

  1. Install the Product Code Roll-up for Quotes App from the AppExchange
  2. Add the following fields to Quote Page Layout and mark them as Read Only on the layout
    • Quote Product Codes
    • Quote Product Codes (short) < optional

How To Use

Product Code Roll-up for Quotes works as follows:

  • A user adds, edits or deletes a Quote Line Item record, following their normal business process.
  • The values stored in the Product Code standard field of all the Products related to the quote are automatically copied into the Quote Product Codes field on the related quote.
  • The first 255 characters of Quote Product Codes field are copied into the Quote Product Codes (short) field.
  • Every time the quote is updated, both fields are automatically updated.

Advanced Administrator Technical Information

The following information will be useful for your System Administrator in maintaining Product Code Roll-up for Quotes in your salesforce organisation

  • Set the delimiter character to be used to identify separate Product Codes by editing the Custom Label called Quote Product Code Delimiter.  By default, the underscore ‘_’ is used.  We recommending changing this delimiter to a character not used in your product codes if your product codes include the underscore character.
  • The Quote Product Codes long-text field permits 32,768 characters.  This is sufficient for more than 5,000 5-character product codes to be added to an opportunity.  Should your use case involve requiring more characters, please contact us at help@crmsuperstars.com.
  • The Quote Product Codes (short) text-field contains the first 255 characters of the Quote Product Codes field.  This is sufficient for more than 42 5-character product codes to be added to a quote.  As a text-field, values in this field are accessible in list-view filters, search and document merge solutions such as Conga Composer and Nintex Drawloop.