Question

Universal Containers has quotes that have multiple Quote Lines for the same Product. They require all Products with the Product Name to be combined and summed into one line on the Quote Document. How should the Admin set up the Quote Template to meet this requirement?

Answer 1

The field that is used to sum the fields that are relevant in the list and show in the main record is known as roll up field.

Step-by-step explanation

The universal containers are used to contain all types of products information for the purpose of security and management of data.

It is required in the document that, we have to mention the quotes at different places along with their name. So, we use roll up field to manage the quotes of same product name at different lines of the document.