Currently in Daylite 3.0.3 there is no way to apply a specific order to product/service items on an Estimate by default. The only way to provide order is by applying this workaround and making use of the Sorting functionality which can be applied to a table in a report template.

We'll use the example of a photographer to display a need for this functionaliy...

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I'm working on an estimate for a client that has several 'parts' to it. So the client can understand the estimate better, these parts need to be grouped together. ie.
Quoting on a photo-shoot has several items that should be grouped together such as; shooting fee, processing, proofing, digital images.
On the same estimate, I'm quoting on supplying prints. So in that group are; prints, mounting, framing, lamination.

The client wants a total for everything so it's all in one estimate. But if I need to add an item to the photo-shoot, let's say equipment rental, the only place I can put it is at the end where it may not have anything to do with the last item currently on the list.
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Line items for this estimate may be... (note I have mixed the two categories of items on purpose as this maybe how they appear in Daylite's Opportunities Estimate table)

Digital Images
Framing
Lamination
Mounting
Shooting Fee
Prints
Processing
Proofing

Now, if we would like to have these items sorted / grouped when we print the estimate we can do this by appending a simple sort to each product/service name.

Photo-Shoot - Digital Images
Supplying Prints - Framing
Supplying Prints - Lamination
Supplying Prints - Mounting
Photo-Shoot - Shooting Fee
Supplying Prints - Prints
Photo-Shoot - Processing
Photo-Shoot - Proofing

All we've done here is applied a category to the name of the product/service item. This category could have been digits (ie. 1, 2, 3, ..) or characters, (A, B, C...) anything which would allow the items to be sorted.

Now that we have solved this, we must now create a new Estimate which handles sorting product/service items.

Creating an Estimate which handles sorting Product/Service Items

If you are using the default estimate templates, then go into Daylite's package and find GWEstimateTemplateA.dlreport or GWEstimateTemplateB.dlreport

Make a copy of the report you want on the desktop. (Do not remove these from the Daylite package please, just make a copy of one or both and place it on your desktop)

Now in Daylite, click on Actions->Edit Print Layout or Report.
Go to your desktop and select the copy of the report you just made.
Click 'Open'.
Now select Outline.
Open up the disclosure boxes until you find the Table entry. (ie. as seen in the picture below)
Highlight the Table entry.





Now in the Info tab (on the right hand side of the window)...
Scroll down and open up the Sorting disclosure triangle.
Click on the '+' button.
A sheet appears, click on the down-arrow for the combo box and select 'name'.
Enable the Ascending checkbox.
Click on OK.
The sorting table should now look like this...





Click on the pop-up which displays 'Table' just under the Info tab.
Select 'Report'.





Change the name of the report... 'Ordered blah blah..' or something.





Now save the new report.

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Now when you go to Send the Estimate you will have the option of selecting this new estimate which you just created.

When the estimate is created, the product/service items should now appear in order!

Photo-Shoot - Digital Images
Photo-Shoot - Processing
Photo-Shoot - Proofing
Photo-Shoot - Shooting Fee
Supplying Prints - Framing
Supplying Prints - Lamination
Supplying Prints - Mounting
Supplying Prints - Prints


Click to download the Estimate which was created above!
Save it to your Desktop!