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'.
Use cases
Here are a couple of typical scenarios for option groups:
- a single group for optional upgrades your client may want to choose
- items where your client has a choice of which item to go ahead with.
This feature is available on simple and detailed quotes in both AroFlo Office and Field.
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
Tap the name of the option group to display its items.
If you've just created the option group, an item called 'New Line Item' will automatically be created for you. Either tap this item to edit it (see Add items to a quote - Add Line Items - New Line Item), or swipe left to delete it (see Quote Items - Line Items area) and add items yourself.
To add items to the option group, tap the 
(green plus) to add your items as per Add items to a quote.
Existing items
Move Item into Option Group
If you have an item on your quote outside of an option group that you want to move into an option group:
- Tap the item to access the item settings
- Tap Move To
- Select the name of the option group you want to move the item to.
Move Item out of Option Group
You can also use these instructions to move an item out of an option group. Tap Move out of Option Group for step 3.
Change Option Group
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If an item is in one option group and you want to move it to another one:
Set as Optional - additional info
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Selecting Items and managing option groups
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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, or radio button for Single Selection groups. Remember that you can only select one option for Single Selection and multiple for Multiple Selection. Save to confirm your choices. Alternative Alternatively, you can also tap the item and tap Include in Quote Total and Save. 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 This will delete the option group as well as all items within it. Tap the |
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in the header to Delete the Option Group.Using Online Quotes?
If you're using Online Quotes, your clients can select their options for themselves using the online quote viewer. See Quote Option Groups in AroFlo Office - Option Groups and Online Quotes.