Add free-form Rental item to Quote

Occasionally, we need to put a line-item on a Quote or Order that is not a piece of inventory. Examples are: specialty item we'll never carry, fuel charge, L&D, etc...

Follow this process to add a text line-item.

Adding Free-Form Items

• In the Opportunity's Screen, select "Add a new opportunity item/group" and choose Item.
• In the Item Dialog, Select the "Text Item" radio button
• In the Name field, enter the line-item.
• In the Transaction Type, select "Rental" if it's a rental item or "Service" if it's a charge (L&D, Fuel Charge, Time Charge, etc...)

Rental Items

• In the Quantity field, enter the number of items
• Leave Rate Definition to Daily and don't touch the other fields of that section.
• Fill out Price, Discount & Chargeable Days
• If a sub-rented item, select Yes to Sub-Rent Stock and provide the supplier.
• Select Create Opportunity Item button

Service Items

• Leave Tax Class to Default and Revenue Group to Service
• Start/End Date can be left alone. Do NOT Create an item for each day.
• Rate Type should be set to "Flat Rate".
• Enter the Price for this line-item.
• Leave Sub-Contract service alone.
• Select Create Opportunity Item button