Sort Line Items in a Price Table
QuoteCloud allows you to sort line items within your price table to organise products or services in a logical order. This guide explains how to rearrange items for clarity and impact.
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FAQs: Sorting Line Items in a Price Table
What does sorting line items in a price table mean?
Sorting line items means changing the order of products or services listed in your price table so they appear in a sequence that best fits your needs, such as alphabetical, by category, or by priority.
How do I sort line items manually?
In the price table editor, you can click and drag individual line items to reorder them into the preferred sequence.
Can I use automatic sorting options?
Yes. Depending on configuration, you can apply sorting rules such as alphabetical order or numerical order to quickly organize line items.
Why is sorting line items useful?
Sorting helps make quotes clearer and more professional. It ensures that important products are emphasized, similar items are grouped logically, and clients can review details more easily.
Does sorting affect the calculations in the table?
No. Sorting only changes the order of display. All totals, discounts, and taxes remain accurate regardless of the order of line items.
Want to learn how to group line items under subheadings?
For guidance on organizing line items into groups and summarising them with subheadings, see more information.