Sales Quote Line

Sales Quote Line Basic Fields

• Allocated Qty.
• Allocated Qty. Base
• Allocation Status
• Catch Weight
• Conversion - The conversion factor of the Unit of Measure on the Sales Quote Line to the Item’s Base Unit of Measure.
• Cross Reference
• Currency Factor - The conversion factor from the Currency on the Quote Line to the Default Currency defined on the Company Setup Record.
• Customer Part No.
• Customer PO No. - Populated with Cross Reference No. defined for the Customer and the Item.
• Description - The Description of the line Item. Can be changed manually.
• Discount - The Discount amount for the Sales Quote Line.
• Discount By - Determines which Discount field should be used. Possible values: % or Unit.
• Discount Per - The Discount amount for the Sales Quote Line calculated as a percent.
• Exclusion Amount1, 2, 3, 4
• Exemption Amount
• Import Sales Line - The Import Sales Line Record associated with the Quote Line.
• Item - The Item selected for the quote.
• Item Blocked - Indicates if the Item is Blocked. Defined on the Item record.
• Item Type - Either Inventory or Service. Defined on the Item record.
• Item UOM Not Sellable - Indicates if the selected Unit of Measure is not allowed for sale.
• Line No. - Automatically assigned by GoldFinch. This field is incremented by one with each new Line.
• Lot Tracked - Indicates if the Item is Lot Tracked. Defined on the Item record.
• Quote Date - The creation date of the Sales Quote Line. Defaults from the Sales Quote record.
• Sales Price - The Sales Price record defined for the selected combination of Account, Item, and Unit of Measure.
• Sales Quote - The Sales Quote No. associated with the Sales Quote Line.
• Serial Tracked - Indicates if the Line Item is Serial Tracked.
• Stockkeeping Unit
• Unit of Measure - The Unit of Measure selected for the Line Item.
• Warehouse - The shipping Warehouse.

Quantities

• Qty. Base - Quantity converted to the Item’s Base Unit of Measure.
• Qty. Not Allocated
• Qty. Not Allocated Base
• Quantity - The quoted Quantity.
• SKU Allocated
• SKU Available
• SKU Lead Time Days
• SKU On Hand

Amounts

• Line Amount - The total Line Amount of the Sales Quote Line (excluding tax).
• Line Amt Incl. Tax - The total Line Amount of the Sales Quote Line (including tax).
• Line Cost - Unit Cost x Quantity
• Line Discount - The Line Discount Amount as defined on the Sales Discount record for the selected Account.
• Line Profit - Line Amount – Line Cost
• Tax - The total Tax Amount for the Sales Quote Line.
• Tax % - Populated by GoldFinch based on the Tax Area on the Sales Quote record and the Tax Group of the Line Item.
• Tax Group - The Tax Group for the Line Item. Possible values: Material, Labor, Freight, or NoTax.
• Tax Jurisdiction1, 2, 3, 4
• Tax Rate1, 2, 3, 4
• Tax1, 2, 3, 4
• Taxable Amount1, 2, 3, 4
• Unit Cost - The Unit Cost of the Line Item.
• Unit Price - The Unit Price of the Line Item.

Article Sales-Quote-Line  ·  Last updated February 02, 2026 · GoldFinch ERP Help Center