Quote Option Groups in AroFlo Field

Learn how to use various pricing options for your quotes in AroFlo Field

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 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

  1. Create an Option Group from 

    Quote shortcuts

    Quote shortcuts button > Add Line Items > New Option Group

     
     

    Line Items tab

    Add button > New Option Group

     
     
  2. On the next screen, give your Option Group a name
  3. Choose the relevant Group Type

    Multi vs Single Selection

    By default, option groups are created as Multi 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 selection.

     
     
  4. Save.

Both the name and group type can be changed at a later stage if need be.

 
 

 

Add Items to Option Group

  1. Add items to your quote
  2. Tap an item to access the item settings
  3. Tap Show More to open the optional fields
  4. Scroll to the bottom and tap the Option Group dropdown and select the option group you created.
  5. Save Line Item to return to the quote line items
  6. Repeat as necessary for other items on the quote to add them to the option group.
  • Saving an item against an option group will set the item as optional within the relevant option group.
  • If you set an item as Optional, this will flag the item as optional but not apply it to a specific option group. See Quote Items.
  • If you move the item out of the option group, the item will still be marked as optional so you may need to unset this, depending on the scenario.
 
 

 

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 Items

Select 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 settings

If 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.

In this example, the second option has been selected
In this example, the second option has been selected