The Groups tab
Settings in this tab will determine the quote line group and solution group management and their functionalities. This tab has the following settings:
- Solution Groups Enabled: This setting is helpful when your business has a standard set of predefined products in a quote line group. For example, you may want to group hardware and software items separately in your quotes. Solution groups allow you to group and create subtotals that are independent of other quote lines and quote line groups.
- Require Group Name: Selecting this checkbox will make the group name mandatory in the QLE.
Now that we have learned about the settings on the Groups tab, let's learn about the Line Editor tab.
