Adding lines to a quote:
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To add a line item in BoltWise, click on the three dot action button at the right hand side of any line item.
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You can select to add a new line before or after the line you're currently working on.
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Add known information to the Part Number or Description field and click the blue icon at the end of the line to save and run a search on that part. Or click the red x to remove the drafted line.
- The search will yield suggestion part matches. Select a match by clicking the blue checkbox.
- Tip: break a kit out into parts by adding additional lines below or after the kit line.
Delete customer item:
- 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"