Item Blocks on a Quote or Sales Order

This video explains how to use the Item Block column in 10X ERP to group and categorize items on Quotes and Sales Orders. Item Blocks allow you to organize items under custom headings for Customer-Facing Documents and automatically subtotal pricing by group. After enabling the setting in Admin, you can assign text-based Item Blocks directly on line items. When a Quote is converted to a Sales Order, the Item Blocks carry over and display on most customer documents.

• Enable Show Item Block in Admin Settings – Go to Admin Settings, scroll down, and turn Show Item Block to Yes so the column becomes available on Quotes and Sales Orders.
• Enter an Item Block on Line Items – In the Item Block column, type the desired Category or Group Name (this is a free-text field) for each item you want grouped together.
• Assign Item Blocks to All Relevant Items – Repeat the same Item Block name on related line items to ensure they group together on Customer-Facing Documentation.
• Review the Grouping on the Quote Document – Save the Quote and open the document to confirm items are grouped by Item Block and that each group shows a Pricing Subtotal along with the Grand Total.
• Convert the Quote to a Sales Order – Use the Copy option to convert the Quote; the system will retain all assigned Item Blocks.
• Publish the Sales Order to View Documents – After publishing, Item Blocks will appear on the Order Acknowledgement, Proforma Invoice, Packing Slip, and Picking Slip (they do not display on the standard Invoice).