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ISQuote version 7.7.7

Release date: November 29th, 2023

Quote Distribution Links - The Quote Distribution link now shows the separate attachments and quote download links. Each can be downloaded by clicking their links.

Quote Preview Screen - The Kit Line column has been added to the MFGs list in the Quote Preview screen. This will display how many parts are associated with kits for the specified MFG

Quote Lines Page - The "Quote Line Created From" field has been added to the Info button under the Quote Line Detail section. This will show where a specific line item was added from(Copy Quote/Edit Quote etc.)

Price Flags/Print Quote: Price Flags L and X have been updated to show additional info on the printed quote when utilizing the Ext Price column.

Price Flag L: If an item uses a PF of L and you're showing Extended Price on the printed quote, "List Only (Not in Quote Total)" will be printed in EXT Price Column.

Price Flag X: If an item uses a PF of X and you're showing Extended Price on the printed quote, "Included in Quote Total" will be printed in EXT Price Column.

Import Quote Lines: We've added a new feature allowing users to import quote lines by copying excel formatted quote data. This site option is disabled by default. Admin level users can enable this feature under the Site Config>Quote Options.

Users can find the Import Quote Lines buttons on the main Job and Quote page as well as on the Quote Entry page as shown below.

Step 1: Copy and paste quote lines from excel into the blank field shown below. The bottom of the import screen will display the other items currently on the existing quote in ISQuote.

Copy Excel Data

Paste Excel Data

Step 2: Select Columns for Import (Map columns if necessary using the dropdowns in step 2)

Step 3: Click Add Selected Lines to Quote

Note: Users have the option to deselect any line you do not want to import. If a part number is not found in ISQuote a message will be displayed in re in the Message column

Misc Changes/Bug Fix's

Quote Line Action Menu: Fixed and issue where the Save To Kit Master action menu option wasn't displaying until a 2nd part was added or until the page refreshed.

Excel Quotes: Fixed an issue with Kit Lines with different MFGs on excel formatted quotes.

Import Search Tags: The Search Tag fields can now be imported using the New Item import or the Change Items import.

General - Changed over to unified method of downloading files, note attachments and documents

Site - Add Site setting for Enable Quote Import

Edit Job/Show Job/Quote - Added Import Quote icon to Quotes list; defined by system setting

Edit Quote - Added Origin Code and display on the details pop-up

Print Quote - When adding QuoteContacts on-the-fly, autofill the Company to match existing QuoteCustomer Company

Print Quote - Quote Distribution Attachment records now being recorded to keep track of count and files attached

Items - Fix bug with displaying Search Tags after a part rename

Item Import - Fix bug with multiple Import Messages not showing on new lines

Show Mfg - Fix bug with new Action menu items

Quote_Distribution_Quote_Files.png
Kit_Lines_Column_Print_Quote.png
Quote_Line_Created_From.png
priceflags_printquote1_EDIT.png
quoteentry_job_quote_icon1.png
quoteentry_job_quote_icon2.png
quoteentry_import_quote_excel1.png
quoteentry_import_quote1.png
quoteentry_import_quote2.png
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