You can set a line item as optional by selecting a line, clicking on the "A" icon above the grid, and then choosing "Is Optional."
If you have items that have options, you may want to use the optional items feature to ensure the user is aware of all available options for the given item, before the item(s) are added to the quote.
If you set this line attribute, the selected line item will be an option that will print with its price, but the price will not be included in the calculation of the total price. In addition, the default phrase (optional) will appear next to the line item in the description section of the quote. This default phrase can be modified.
Additionally, an optional item can be marked as Is Selected. This flags an item as an option, but the item will be selected and included in the quote total. This is particularly useful with QuoteValet, as you can present one or more options to your customer and preselect the option(s) you recommend.
|