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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add Products to a Quote
Customer experience | Sales, Customer Insights,...
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Add Products to a Quote

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Posted on by Rob1 82

I have built a form for New Quotes and I am trying to add the ability for users to Add Products to the quotes.

Right now all I can seem to include on the form is the following where I have the ability to Get Products from an Opportunity, but I don't have the ability to Add Products as I do in the second screen shot.

pastedimage1588358301291v1.png

pastedimage1588358560834v2.png

I feel as though I am missing something very simple, but cannot seen to get by this one.

Thanks,

Rob

I have the same question (0)
  • Rob1 Profile Picture
    Rob1 82 on at
    RE: Add Products to a Quote

    Thank you both for your responses.

    I found the default Quote form had been deactivated and a new form was created for Quotes. I was able to reactivate the Quotes form and modify it to meet our requirements. In the default for Products was already added as a sub grid which is exactly what I was looking for.

    Thanks again!

    Rob

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at
    RE: Add Products to a Quote

    Hello Rob,

    Greetings of the day!

    In regards to your concern, kindly find our comment below:

    Product: - In product detail view,there is Price List Items grid in Additional Details tab, from where you can add multiple price list with different currencies & product price. -You will see all previously added Price list items in grid.

    Quote: - In Quote detail there is a lookup field named "Price List", value of this field must match with any one product's price list, then you will see/able to add that product in quote's product line.

    I hope it helps! Please try this in on your end and let us know in case of any other concerns, we would be happy to assist you.

    Kind Regards,

    CRMjetty

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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  • Rob1 Profile Picture
    Rob1 82 on at
    RE: Add Products to a Quote

    Thanks Maulik,

    All my products are published.

    I'm not sure where to check the price list for quote. I have two price lists that I have created and can access them both from products. When I look at the prices lists, I don't see where I can set Quote or make a new list for Quotes.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,890 on at
    RE: Add Products to a Quote

    Hi Rob1,

    Please follow these steps to troubleshoot.

    1. Is the Add Products button visible on the original Quote form? Or if you change the Quote form, could you see the Add Products button?

    2. Is your security role the system administrator?

    3. Do all Quotes have this issue?

    4. Check whether the Add Products button of the Quote Line sub-grid is hidden.

    We will use Ribbon Workbench.

    This is the download page of Ribbon Workbench: http://www.develop1.net/public/rwb/ribbonworkbench.aspx

    This is the basic tutorial of Ribbon Workbench: https://community.dynamics.com/crm/b/develop1/posts/mastering-ribbon-workbench-2016

  • CRMJetty Profile Picture
    CRMJetty 3,512 on at
    RE: Add Products to a Quote

    Hello Rob,

    Greetings of the day!

    In regards to your concern, kindly find our comments below:

    In the below cases, the existing products are not listed while adding or we not able to add in a quote.
    1. Check price list of product & quote, it must match.
    2. Check your product list, products are published or not.
     

    Kindly try the above things on your end and let us know in case of any other concerns, I would be happy to assist you further for the same

    Kind Regards,

    CRMjetty

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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