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The Phase Quantity (Phase Qty) and Phase UOM determine how the parts will show up on a quote to the customer. If values are entered in these fields then all lines are hidden from the customer and you can just show a summarized line or lump sum. Follow the instructions below to adjust your Auto Part template to automatically summarize the phase.

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Unit of Measure (Phase UOM) settings play a pivotal role in how parts are presented on a customer quote. When values are provided in these fields, all individual lines are concealed from the customer, allowing you to display a condensed or lump-sum representation instead. To configure your Auto Part template for automatic phase summarization, follow the steps outlined below.

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