Example of Summary Variable Data in the Quote Line Editor

Your sales rep is working on a construction company’s order, which contains several large pieces of construction hardware to be used alongside diesel power generators. The rep wants to quickly reference the total number of hardware products so that they can add an appropriately sized shipping charge to the quote. They also want to reference the hardware total price so that they can add the correct insurance package. You can create fields on the quote line that summarize Hardware Product Family Quantity and Price.

1. Create a quote field with a label of Total Quantity and API Name of Total_Quantity__c.
2. Create a quote field with a label of Hardware Total and an API Name of Hardware_Total__c.
3. Create a summary variable that summarizes the list total of products within the hardware product family.
   • Variable Name: Hardware Total
   • Target Object: Quote Line
   • Aggregate Function: Sum
   • Aggregate Field: List Total
   • Filter Field: Product Family
   • Filter Value: Hardware
   • Operator: Equals
4. Create a summary variable that summarizes the quantity of products within the hardware product family. This summary variable is the same as the one you made in Step 3. The only differences are that the name has a value of Total Quantity and the aggregate field has a value of Quantity.
5. Create a price rule that searches for quote lines in the hardware product family.
6. Within this price rule, create a price action that sets the Hardware Total field equal to the hardware total summary variable you made in Step 2.
7. Create another price action that sets the total quantity field equal to the total quantity summary variable you made in Step 2. Both price actions target the quote.
8. Add the Hardware Total and Total Quantity fields to your quote’s line editor field set.