Use quote option groups to group 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.
Create option groups
If you tick the Optional tickbox but don't select an option group, this will flag the item as optional but not apply it to a specific option group. See Adding Line Items to a quote - Setting Line Items as Optional. |
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Managing groups
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By default, option groups are created as 'multiple-item selection', which means that your client can choose from a range of items.
If you're offering your client an either/or selection of items, change the group to 'single-item selection' by tapping the group header and changing the group type to Only one item can be selected and Update. Rename groups You can also rename an option group from here as well if you need to. |
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Selecting items
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Once your client has decided which options to go ahead with, select your items and save the quote:
Totals The quote totals will update after you've saved, according to your selection. Delete option groups or items You can delete an option group (including its line items) by tapping the |
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(minus) to the right of the group, or tap the 
(red cross) next to an individual item you want to remove.