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Niki Shah 12Niki Shah 12 

How to create line item sum on quote page

I create a custom object and i want to create sum formula for more than one order's.Can you please help me
Ajay K DubediAjay K Dubedi
Hi Niki,

To add a line item to a quote follow below steps:

1. Click Add Products (Lightning Experience) or Add Line Item (Salesforce Classic) in the Quote Line Items related list.
2. If no price book was selected on the opportunity, select a price book for the quote. Otherwise, the quote uses the opportunity’s price book.
3. Enter search criteria in the lookup to locate a line item.
4. Select the products that you want to add, and then click Next (Lightning Experience) or Select (Salesforce Classic).
5. Complete the fields. The sales price defaults to the product’s list price as recorded in the price book. Depending on your permissions, you can edit the sales price.
6.Save your changes.

The line items are added to the Quote Line Items related list. The grand total in the detail section is the sum of the related line items. The discount is the average discount for the line items.

Thanks,
Ajay Dubedi