Navigate Here: Implementation > Solicitation Management > Browse Solicitations, select a solicitation > Quotes tab
You can manage the solicitation quotes on Solicitation Management page - Quotes tab.
All modifications in this page must be saved by clicking the Save button.
The quote line items are managed by groups and sections with different line item structures (which are configurable).
Quote Group & Section
For a new solicitation, when you enter this tab page for the first time, the system will load a default group - Base Bid with all pre-defined sections that are configured by the system administrator for this type of solicitation.
You can add other groups by clicking the area that reads "Please click here to create a new group". A popup window will be displayed.
To add a new group, update the following fields:
Name: The name of the new group. A default name will be automatically assigned by the system in the format of Type + sequence number.
Type: There are two types of a quote group - Base Bid or Alternative Bid.
Click the OK button to add the new group to the bottom of the tab page, or click Cancel to abort and return.
You can add new section(s) into an existing group by clicking the Add Line Item Section(s) icon 
on the top left corner of the group box, and a popup window will be displayed.
All available sections will be listed and checked by default, and you can check with the information of section via their Description and update the New Section Name. Note, the section names cannot be duplicated within a single group.
Click the OK button to add the new section(s) to the bottom of the current group, or click Cancel to abort and return.
You can edit group and section properties by clicking the Edit Group Properties icon 
, and a popup window will be displayed.
You can click the Rename icon 
to change the names of the group and section(s), or click and hold the Reorder Sections via Drag & Drop icon 
to change the sequence of the sections.
Click the OK button to apply the changes, or click Cancel to abort and return.
You can delete a group or section by clicking the Delete icon 
on the top right of a group or section box.
You can collapse or expand a group or section by clicking the Collapse / Expand icon 
.
Quote Line Item
The quote line item grid structure is configurable, normally with the following fields:
The required fields are noted with an asterisk (*).
Bid Spec No.: The specification number of the quote line item.
SOV Item: The SOV item of the quote line item. Click the grid column to enter editing mode, and select an SOV item by clicking 
.
Item Description: The description of the quote line item.
Unit: The unit of the quote line item.
Quantity: The desired quantity of the quote line item.
You can add a new quote line item into an existing section by clicking the Add Row icon on the top left corner of the section box, and a empty line item will be added to the bottom of the current section.
You can add multiple new quote line items into an existing section by clicking the small triangle besides the icon , and a floating window will be displayed.
Then input the number of line items and click the Create button. Line items in specified number will be added to the bottom of the current section.
You can delete multiple quote line items by selecting them and clicking the Batch Delete icon 
.
You can load quote line items from other business entities by clicking the Load from icon 
, and a dropdown list will be displayed for you to select records to load from a list of source entities.
You can click the Import Data icon 
and the system will open the Import Excel Data page for you to upload data from an Excel file into the current solicitation quote line item section by a pre-defined Excel data template.
You can select line items in one quote line item section and click the Export Data icon 
, and the Export Entity Data dialog will pop up for you to select a pre-defined Excel data template and then export data into an Excel file by clicking the Export button.
You can click Full Screen Editing icon 
on the top right corner of the section box to enter into full screen editing mode.
Click 
to exit full screen editing mode.
You can click the Filter icon in each column header to enter or clear filtering conditions for the values in this column, and the quote line items will be refreshed to show the filtering result.
In the quote line item grid, you can:
Click the Add icon to insert a new quote line item after the current quote line item.
Click the Remove icon 
to delete the current quote line item.
Click the Duplicate icon 
to copy the current quote line item and paste it one line below.
Click the Popup to Edit icon 
to open the quote line item detail popup.
You can edit the quote line item general information in the above screen. If line item splitting has been configured for this type of solicitation, you can add or edit split items with the following fields:
Project: The implementation project linked to the split item. Click the grid column to enter editing mode, and select an implementation project by clicking .
Fund: The fund linked to the split item. Click the grid column to enter editing mode, and select a fund by clicking .
Percentage: The percentage of this split item. Only positive value is allowed.
You can click Add icon on the top left corner of the grid to add a new split item to the bottom of the grid.
You can delete multiple split line items by selecting their checkboxes and clicking on the Batch Delete icon 
.
You can load split items from other business entities by clicking the Load from icon , and a dropdown list will be displayed for you to select a source entity and load data records.
Click the OK button to save the updated quote line item temporarily, or click Cancel to abort and return.