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Cloudy Business Ops 3600 Knowledge Bases

Quote Line Item

A Quote Line Item in Cloudy Business Ops 360 represents an individual product, service, or fee that is part of a Quote. While the Quote itself captures the overall pricing proposal, Quote Line Items break it down into specific components — such as which products are being offered, how many units, at what price, with what discounts, and applicable taxes.

In simple terms, the Quote Line Item = the building block of a Quote.

Why Quote Line Items Are Important

  • Granular Pricing Control – Each line item can have its own list price, quantity, discounts, and taxes.
  • Supports Bundles and Packages – Links to Bundle Items for grouping related products.
  • Accurate Calculations – Ensures total amounts, discounts, and taxes are calculated line by line, giving precise quote totals.
  • Improves Transparency – Customers can see a breakdown of costs rather than just a lump-sum price.
  • Supports Operations – The data from Quote Line Items flows into Orders, Inventory Allocations, and Fulfillment processes.

Checkbox Functionality

  • Tax Inclusive? → When checked, the Unit Price is treated as including tax, and the system calculates the pre-tax price automatically.

Use of Quote Line Items in Cloudy Business Ops 360

  • Precise Sales Proposals – Breaks down quotes into clear, itemized sections for the customer.
  • Operational Efficiency – Facilitates smooth transition from quoting to order fulfillment.
  • Profitability Analysis – Allows tracking of margins and discounts at a line-item level.
  • Inventory Planning – Helps predict required stock quantities based on quoted quantities.
  • Flexible Pricing Models – Supports customer-specific discounts, fee calculations, and bundle pricing.

Best Practices

  • Always use Price Lists when available – Ensures consistency in pricing and reduces manual errors.
  • Use Discounts Carefully – Track the impact of discounting behavior on profitability through the Total Discount Amount and Trade Discount % fields.
  • Leverage Sort Order – Organize items in a customer-friendly way (group similar products together).
  • Track Quantities – Ensure Quantity Ordered and Total Quantity Reserved reflect actual demand to improve inventory planning.

Bundle Smartly – Use Bundle Items and Parent Quote Line relationships to structure complex product offerings.