Skip to main content

Use the Options Table for Alternate Products and Pricing

Learn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.

Ni Nguyen avatar
Written by Ni Nguyen
Updated over 2 weeks ago

Step 1: Add an Option

  1. In the main product list, identify the line item that needs an alternative.

  2. Click on the three vertical dots (⋮) for that specific product.

  3. 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

  1. A new line will automatically be added in the Options section.

  2. 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

  1. Once all options are added, click Create Quote.

  2. 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.

Did this answer your question?