Quote Option Groups in AroFlo Office

Learn how to use quote option groups to group various pricing options

Updated on August 27th, 2024

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 selection.

This is useful when you want to offer your customers options that are separate to 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 both AroFlo Office and Field.

If you only want to make certain items on your quote optional, please see Adding Line Items to a quote - Setting Line Items as Optional.

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.

 

 

Add Option Group

Create a quote as you normally would and add the standard items.

In this example, we'll add 2 option groups to the quote on the right, including multi-select and single-selection:

The example above shows a quote for a kitchen installation and we are now going to add two option groups: 1. Dishwasher Options with a single-item selection. 2. Kitchen Extras with a multiple-item selection.

1. Add an option group

Click Add Option Group and enter a description into the item header field.

 
 

2. Add items to the group

Click the Add Line Item button located underneath the item header field to enter the optional items that you want to include for this option group, or alternatively, click Multi-Search to select items from your inventory.

By default, the items are added as 'multiple-item selection', as indicated by the checkboxes on the left. This is useful if you're offering your customer a range of items that they can select many from.

 
 

3. Change to single-item selection

For this example, we are offering our customer an either/or selection of items, i.e. Westinghouse dishwasher or AEG dishwasher.

To change to a single item selection, click on the option group header and select Only one item can be selected. The checkboxes will change to radio options.

 
 

4. Add more groups

To add a second option group, e.g. Kitchen Extras, click Add Option Group, then Add Line items for the required number of items. 

Once again, change to a single item selection if necessary by following the above instructions.

 
 

5. Make a selection

When ready to select which items your customer has gone ahead with, click the checkboxes and/or radio options as necessary and Save Quote. Your Quote Totals will update as necessary.

 
 

Move items and groups
You can easily change the order of the line items or option groups by clicking and holding the (double line) on the line item or group and dragging it up or down.

 

 

Displaying option groups on a quote layout

Option groups and their associated item details are automatically included under the standard items on a quote layout. The value of the optional items will not be included in the quote sub-totals until the optional items are selected by checking the radio buttons (for single selections) or checkboxes (for multiple selections).

When customizing your quote layout, you will find a number of Tables that give you the flexibility to include or exclude optional items in various formats:

Table Name Description
Quote Line Incl. All Options (child indent / no indent) Displays all line items including the optional items (with or without an indent).
Quote Line Incl. Options Only (child indent / no indent) Displays the optional line items only (with or without an indent).
Quote Lines Excl. Options (child indent / no indent) Displays the standard line items only (with or without an indent).
Quote Screen Layout (child indent) Displays the standard line items as they appear on the quote screen (with an indent).
Quote Screen Layout Options Only (child indent) Displays the optional line items as they appear on the quote screen (with an indent).
 

 

Adding option groups to quote reports

Option groups and items can be included in Quote standard reports by adding the appropriate fields, i.e. Item Option Group Name, Item Name, Item is Optional, Item is Approved.
 

See how Option Groups work in AroFlo Field