Quote Layout

This functionality enables system administrators, and selected users, to personalize their shopping cart/quote. This functionality is available in Responsive Design only.

Admin Side

To use Quote Layout, open Setup → UI Design → Quote Layout. Once you complete this entry, a page comprising Quote Columns and Quote Sections will open up.


Figure 1 - Quote Layout

Quote Columns
The Available Columns list box contains all available quote columns. From this list, admins can choose which columns they will be displayed in the quote. Admins can use left and right arrows to move selected columns from an Available Columns list box to the Selected Columns list box.

Quote Sections
The Available Selections list box contains all available sections. From this list, admins can choose which sections they will be displayed in the quote. Admins can use left and right arrows to move selected columns from an Available Selections list box to the Selected Sections list box.

The administrator will be able to set permissions for layout based on permission groups. She/he will be able to set which columns/sections will be allowed to chosen permission group.

Quote Layout Permissions


Quote Layout Permissions enables administrators to set permissions for the quote layout based on permission groups. To determine which columns and sections will be allowed to which permission groups, go to Quote Layout Permissions (Setup → Quotes).

Once you click Add New you will be redirected to the Quote Layout Permissions page where you can select which column/sections will be open to which permission group.

On this page you will be able to define one permission group that will be allowed to see Quote sections/columns. You will be able to find this permission group from a list of User Types, Companies, Brands and Manually Created Groups.
The permission group Visible to Everyone will be added by default. This permission group contains all permission groups and cannot be deleted.

User Side

Users will be able to set their own Quote Layout and change behavior set for their permission group. This is done on the User Quote Layout entry on the User Page menu.

Once you click this link, a page will open up where you will see:

  • Quote columns
  • Quote sections

The Available Columns and Available Sections: only columns and sections selected for the user’s permission group will be displayed in the Available Columns and Available Selections lists. Selected columns will be populated based on the selection in the Quote Layout Permission. Users can override this by hiding columns they don’t want displayed it in the quote.

Now take a look at what your selections will look like in your quote:

Quote Item Custom Fields


When Display summary in the quote is checked on the Quote Item Custom Field in Quotes in Setup: related data should appear in Product Types and Totals in the quote if the field is selected in Quote Layout in Setup and on the User Side.

Note that the value entered in the Type field must be Number or Currency. The system will not recognize the Text value type.

Before viewing your Quote Item Custom Field in the quote, don’t forget to add your it to the appropriate Quote Layout Permission Group and Quote Layout.

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