Step 1: Add an Option
In the main product list, identify the line item that needs an alternative.
Click on the three vertical dots (⋮) for that specific product.
Select Add Option.
⚠️ Only available for items that are set up as unit priced products.
💡 Tip: If you are adding an option that is part of a lot, go directly into the Options table and add in the line item manually.
Step 2: Enter the Alternate Product Information
A new line will automatically be added in the Options section.
The “Product to Replace” field will already be populated with the basis of design product. Enter in the pricing details.
💡 Tip: If this option is lot priced, enter in a qty of 1 and enter in the lot price in the cost column.
Step 3: Generate Your Quote
Once all options are added, click Create Quote.
In the Pricing & Lead Time step of the quote customization screen, toggle fields on and off depending on what you want to display on the final quote.