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Editing Quote Lines

Adding lines to a quote:
add line

  • To add a line item in BoltWise, click on the three dot action button at the right hand side of any line item.

  • You can select to add a new line before or after the line you're currently working on.

  • Add known information to the Part Number or Description field and click the blue save icon to add the new item request. Or click the red x to remove the drafted line.

  • A search will run against your catalog to find suggested part matches. Select a match by clicking the plus sign.

Delete customer item:

edit lines

  • To remove a line item in BoltWise, click on the three dot action button at the right hand side of any line item.
  • Click "Delete Customer Item" and confirm "Delete" to remove the part line
  • This action cannot be undone

Duplicate line item:

  • To duplicate a line item in BoltWise, click on the three dot action button at the right hand side of any line item.
  • Click "Duplicate Line Item"