The Code column allows users to insert codes that classify a line's behavior in the bill of materials. This article will define each code available in the Code column's drop-down list. To learn how to add columns to a quote's bill of materials, read our Columns Preferences help article.
1. Double-click a cell in the Code column to produce a drop-down list. Alternatively, users can type the code directly into the cell.
Code |
Description |
Blank |
Inserts a blank line for spacing on the print. |
Break |
Inserts a page break on the print. |
NOTE |
Used to enter notes into the Part column that will display on customer-facing prints. |
Int Note (Internal note) | Used to enter internal notes into the Part column. The Int Note code will highlight the cells in the Code, Type, MFG, and Part columns yellow. Int Notes will only appear on the Office Copy. |
OVERAGE (Overage line) |
Used to add an overage amount to the quote. This code highlights nearly every cell in the row yellow. Quoters must assign a manufacturer to the line using the MFG column before it can be converted to an order. Learn more about Overage in Quotes. |
LOT (Lot line) |
Inserts a lot line that adds money to the quote when not unit-pricing items. Quoters must assign a manufacturer to the lot line using the MFG column before it can be converted to an order. |
SUBTOTAL | Used to total the lines above it up to another SUBTOTAL code or an option code (OPTION, WIN OPTION, Pending OPTION, LOST OPTION, or ABANDONED OPTION). |
NO QUOTE |
Used to quote a non-represented specified part without pricing. The MFG column will be free-form. NO QUOTE lines will not convert to an order. |
ACC (Accessory) | Used to associate accessories with the fixture line above it. OASIS will automatically calculate the number of accessories needed based on the number of fixtures. For example, if the fixture line has a quantity of four and the ACC line has a quantity of two, then a total of eight accessories will be calculated and displayed on the print. |
LAMP | Used to associate lamps with the fixture line above it. OASIS will automatically calculate the number of lamps needed based on the number of fixtures. For example, if the fixture line has a quantity of four and the LAMP line has a quantity of two, then a total of eight lamps will be calculated and displayed on the print. |
KIT | Represents a part made up of components. The KIT line requires COMPONENT lines beneath it. The total price will be reflected in the kit line's Sell Price columns as components are added. Kits can print without or without its component lines and with or without component pricing. |
COMPONENT | Represents the components that make up the KIT line above it. KIT lines are required to use COMPONENT lines. |
OPTION |
Used to provide options for a customer to choose from. Any lines below the OPTION code will be considered part of the option until another option code is entered. Options only print on the Customer Copy and cannot be converted to an order. |
WIN OPTION |
Used when a customer has agreed to the parts and their prices to be converted to an order. Any lines below the WIN OPTION code will be considered part of the option until another option code is entered. Win Options only print on the Manufacturer Breakout. |
Pending OPTION | Used for options that are currently being drafted. Any lines below the Pending OPTION code will be considered part of the option until another option code is entered. Pending Options do not print and cannot be converted to an order. |
LOST OPTION |
Used to represent items that have been lost to a competitor. Any lines below the LOST OPTION code will be considered part of the option until another option code is entered. Lost Options do not print or convert to an order. |
ABANDONED OPTION | Used to represent items that were not won by any entity due to the job not making it to bid. Any lines below the ABANDONED OPTION code will be considered part of the option until another option code is entered. Abandoned Options do not print and cannot be converted to an order. |
CQ (Courtesy Quote) | Used to quote a non-represented specified part with a sell price. The MFG column will be free-form. CQ lines will not convert to an order. |
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