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Easy Sort: Sorting Line Items/Products
Advanced Quote Line Item, Opportunity Product and Order Product sorting
Overview
Sort Quote Line Items, Opportunity Products and Order Products using a list, clicking on columns to sort and buttons to move lines up and down. Additionally use pre-defined sorts made up of one or more Fields.
Use a list with the required columns needed to decide the required sorting. Click on a column header to sort by that column. Use arrows to move lines up and down the list.
Use one or more pre-defined sort orders to sort Quote Line Items, Opportunity Products and Order Products
Automate re-sorting of Quote Line Items and Opportunity Products when they are edited
The App can be configured to allow Users to sort Quote Line Items, Opportunity Products using and Order Products using a list. Any number of Fields can be included as columns in the list. Clicking a column will sort by that column's Field and can be clicked again to toggle the sort in reverse order. Up and down arrows can be used to move items in the list. The default sort order for Quote Line Items, Opportunity Products and Order Products can be defined for your Salesforce Org. Then from the click of a button on the Quote, Opportunity or Order screen, Line Items and Products can be ordered by the default. Multiple sort orders can also be defined, enabling the user to select one from a list. Sorting can also be automated. The App can be configured to automatically re-sort Quote Line Items and Opportunity Products once an initial sort has been done. For example, if a user initially sorts a Quote's Line Items by Quantity, any further edits will cause the Line Items to be automatically re-sorted to retain the required Quantity order, no user interaction required.
Categories
- Business Needs
- ProductivityQuotes & Orders
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package