Building a Business Process for Sales Quote Generator

Sales Quote Generator

Install the products included in the Ultimate Forms Suite. You can get a full-featured 30-day trial version here.

Create a blank site called Quote Generator.

Create a custom list named Product Categories. It will list all the product categories and the manager assigned to each category. Add a Person/Group column called Manager. We will come back to this to add and Infowise Associated Column later.

[QG_001]

Create a custom list named Products. Add an Infowise Connected Field column called Category, pointing to the Product Categories list. Using a Connected Field will give you the option of adding new Product Categories directly from the Products list, in the midst of adding a product. This is really cool, as if your category is not in the list, you do not need to leave your entry form in the middle to go and add it to another list. Add a Person/Group column called Manager

[QG_002]

Let’s now go back to the Product Categories list and add an Infowise Associated Items column set to the Products list, this will allow us to add items to the Product list while associating them to their product category

[QG_003]