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            Set Up the Sales Transaction Line Editor

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            Set Up the Sales Transaction Line Editor

            Configure the Sales Transaction Line Editor in Energy & Utilities Cloud Sales to manage quote or order line items.

            Set Up the Sales Transaction Line Editor on a Quote or Order Record Page

            The Sales Transaction Line Editor provides a streamlined, single-grid layout that improves performance at scale. This helps sales reps organize, edit, and review transactions efficiently. Add and customize the line editor to manage how quote or order line items appear in the grid.

            Required Editions

            User Permissions Needed
            To set up Sales Transaction Line Editor: Manage Revenue Cloud
            1. Go to a quote or order record page.
            2. From the Setup menu, select Edit Page.
              The record page opens in the Lightning App Builder.
            3. Click the Tabs component.
            4. Remove the Transaction Line Editor from the tabs, if you’ve implemented it in Spring ‘26 or before.
            5. Click Add Tab in the Tabs component properties.
            6. Customize a tab by clicking it in the properties pane. Select a different standard label, or click Custom and enter the tab name.
            7. Drag the Sales Transaction Line Editor component to the tab.
              Note
              Note We recommend that you add the Sales Transaction Line Editor to the default tab on a quote or order record pages. This makes sure that the editor loads along with the page, rather than only when you switch to another tab.
            8. Customize the line editor component.
              1. Under Display Columns, click Select....
              2. Select the columns (fields) to show in the line editor.
                Important
                Important Make sure to add the [Quote Recipient Group].Name and [Quote Line Item Recipient].Name columns.
              3. If needed, select Show product quick add and Show side panel when users click a record link.
              4. To show fields on the side panel, move the fields to the Selected section, and arrange them in your preferred order.
            9. Save your changes and activate the record page.

            See Also

             
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