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Products and Options
The Products and Options section is where you build and customize items for your quotes. Adding a product is simple, and you can attach default options or create custom ones. Special options like 'Extra' or 'Provisional' give flexibility, while search and filter tools help you quickly find the right products.
How do I add products to a quote?
Click 'Add Product' in the quote editor, select a product from the catalog, and adjust quantity and options.
What are Options and how do they work?
Options are additional features or services that can be added to a product. They can be defined in the catalog with their own pricing and descriptions, and can be attached to products as standard
Can I add custom options not in the catalog?
Yes, custom options can be added manually with pricing and descriptions. These are called 'custom items' and can be saved for future use.
How can I apply discounts or promotions?
Discounts can be applied per quote, with a fixed amount or percentage.
Can I save product with standard options for faster quoting?
Yes, you can attach standard options to products, these are called 'default options'.
Is there a product search feature?
Yes, the catalog has a search and filter function to quickly find the products you need.
What type of options can I add to a product?
You can add standard options that are predefined in the catalog, or custom options that you create on the fly. Both types of options can have their own pricing and descriptions. Furthermore, you can set default options for products, which will be automatically included when the product is added to a quote. Custom options can be saved for future use as well.
What is the an "Extra" option?
an "Extra" option is offered as an optional item to the customer, and the price is not included in the total of the quote. This is useful for offering additional services or features without affecting the overall price.
What is a "Provisional" option?
A "provisional" option is an option that is included in the quote with a placeholder price. This allows you to offer a product or service that has not yet been fully defined or priced, giving you flexibility in your quoting process.
What is the 'Customer mode'?
the 'Customer mode' hides the purchase price and margin information for products and options, just in case the customer is looking over your shoulder while you are creating the quote. This can be enabled in the quote settings and is visible only to the user creating the quote.