Use quote option groups to group various pricing options under their own header on a quote. The item selections can be set to allow single or multiple selections.
This is useful when you want to offer your customers options that are separate from the standard items. The value of the optional items is excluded from the total summary until the items are marked as 'Selected'.
This feature is available on simple and detailed quotes in AroFlo Office and simple quotes only in AroFlo Field.
Using Online Quotes?
Your customers cannot currently select which option they want to go ahead with when using Online Quotes and you will need to make the selection for them in AroFlo.
Create option group
Both the name and group type can be changed at a later stage if need be. |
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Add Items to Option Group
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Selecting Items and managing option groups
Tap an option group to view and manage the items within it as well as access the option group settings.
Option Group ItemsSelect the relevant options to include in your quote total using the slider to the left of the item. Remember that you can only select one option for Single Selection and multiple for Multi Selection. Save to confirm your choices. Totals The quote totals will update after you've saved, according to your selection.
Option Group settingsIf necessary, edit the option group name and Group Type. Tap the in the header to Delete the Option Group. This will delete the option group as well as all items within it. Tap the in the line items header to access the line item options. See Quote Items - Line Item Options. |
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