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What is the Difference between Quoted Line Items and products in the product catalog?

Katie DelValle

Hello, 

I am working on a project to automate contract creation from Sugar via the opportunity with Revenue Line Items or the quote module.  Currently our Sugar instance doesn't utilize RLI so moving to the other opportunity module is going to be quite the project. I've been considering going the route of using quotes with listed products instead of RLI opportunities. Can someone help me understand the difference between the two versions? 

I understand that in the quotes module I can select products from the product catalog but why does the quote module call them quoted line items instead of just products? Is there a difference?  Will I be able to automatically create a new opportunity and quote when the term of the current agreement has passed? 

Thanks for all the great info! I've been searching for a couple of days to understand this and so far I am still left with a ton of questions. 

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  • 0

    Hi Katie DelValle,

    Historically, the Quoted Line Items (QLIs) module was labelled "Products." You can see remnants of this history in that the QLI module's URL is <sugar_domain>/#Products. It was changed to Quoted Line Items in a prior version likely because the primary use of this module is line items in a Quote.

    One could in turn ask why Product Catalog was not also renamed to QLI Catalog. The inconsistency can be confusing.

    You mentioned RLIs, so I think it is important to mention as well that Revenue Line Items (RLIs) is a fundamentally different, mutually exclusive module from Quoted Line Items.

    The relationship between QLIs and the Product Catalog is similar to the relationship between a box of cereal (the QLI) and the spot on the shelf that indicates where boxes of that item are to be stocked (Product Catalog record) proving it is something this vendor stocks.

    You select a Product Catalog record from the search feature while creating or editing a Quote's product bundle. When you save, a QLI record is created, automatically copying specific information from the Product Catalog record into the new QLI record being generated. The quote is related to that unique QLI, not the Product Catalog record.

    In concept, this is the same as a grocery client pulling a box of cereal from the shelf and leaving the store with that one item, not impacting whether the stock stocks or intends to stock more of that item.

    I hope this helps!

  • 0 in reply to Patrick McQueen

    Hi Katie,

    We did a webinar a while back on the pros and cons of different configurations related to Opportunities, Revenue Line Items, Quotes, and Quoted Line Items. You might find some of this useful as you evaluate options to see what will work best for your organization. See SugarCRM User Group: Best Practices for Opportunities & Quotes | Technology Advisors, Inc. for a recording.

    Business Analyst

    Technology Advisors, Inc.

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