Copy locations for quote line items

task brazil Updated Sep 10, 2026 1 min read quote-mgt-copy-quote-item-location.md
Raw file servicenow.com

Use the copy location function to change the location of multiple quote line items in Quote Management.

Before you begin

Role required: sales_agent

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Quotes > All

  3. Select the quote to work on and select the Line Items tab.

  4. Select one or more quote line items that you want to copy to another location.

  5. Select Copy.

  6. In the Copy line items dialog box, choose one of the options.

Option

Description

Keep original location

Line items for the selected quote are created and the source location is retained.

Choose new location

This action copies the quote line items to a new location.In the Service location filter, select the new location that you want the line items to be copied to.

**Note:** Be sure to select **Continue to copy only eligible lines for this location \(exclude ineligible\)** within the **Copy line items** dialog box.
This selection copies the eligible line items to your preferred location and skips the line items that aren’t eligible. If the option isn't selected, no quote line items are copied if any line item is ineligible.
  1. Select Copy.

Parent Topic:Using Quote Management

Search documentation
Search document titles and file paths on the brazil branch