How to create a Bundle

Create bundles like quotes: when you create a bundle, you turn a small quote into a bundle that can be used within other quotes. To create a bundle:

1. Click on the [New Quote] button to clear any quote in Quote.

2. Select items in the Price List window or enter new items in Quote as you would normally for any quote.

3. In Quote, click on the Pricing pull-down menu at the top of the screen, then choose "Create Bundle".

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4. The QwikQuote Bundles box appears with the parts that you had selected in the quote.

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5. Type in a name for the bundle in the box marked, "Bundle Name:".

6. To freeze a bundled price permanently (it will not recalculate when you apply pricing formulae later to the entire quote), click on the "X" box next to "Freeze Bundle Price." (If the "X" already appears, you don't need to click.) The "X" toggles on or off each time you click on the box.

7. To include prices for every line item, click on the phrase "Include Line Item Prices." The "X" next to it toggles on and off.

8. To include manufacturers' names for every item, click on the phrase "Include Manufacturer." The "X" next to it toggles on and off.

9. To include Part Numbers for every item, click on the phrase "Include Part Numbers." The "X" next to it toggles on and off.

10. Enter a percentage amount for which the bundle will be taxed in the field named "Tax." This defaults to the percentage set in the Options Catalog tab.

11. Click on [OK].