The Optional Flag capability on Quotes and Proposals now allows users to quote optional items to customers without the need to send out multiple versions of a Quote.
- Open a Quote record and click on the Line Items tab
- Click the form EDIT icon
- In the Optional column, check the boxes for the Line Items you wish your Customer to see as “Optional”
- Click the form SAVE icon
- Click the Printer icon and select “Print Quote”
- From the Print Report window, select desired Template, Parameters, Destination, Options and Format and click Print button
When the Print Preview opens, you will see the Optional items selected in step 3 above listed in a different color and font, and an Optional Total calculated amount will be displayed in the related Quote section. All Optional equipment will also be totaled and displayed at the bottom of the Quote.
If the Customer accepts and approves the Optional Items, you will need to return to the Line Items grid on the Quote, highlight the Optional Items, click on the Extended Menu and select the option to “Approve Optional Item(s).”
If the Customer rejects the Optional Items, you will need to return to the Quote, click the Process button and click the Reject Quote button in the window that appears. You may then edit the Quote to remove the unwanted Optional Items.
Note: a Quote cannot be processed into an Order until all checked Optional Items have been approved or removed.