Options let you include alternate products or add/deduct pricing alongside your primary BOM — giving contractors a clear comparison without creating a separate quote.
| 1. Add a Line Item in the Options table |
In the Pricing & Lead Time tab, find the line item that needs an alternate.
Click the three vertical dots (⋮) for that product.
Select Add Option.
Note: Add Option is only available for unit priced products. If the item is part of a lot, go directly into the Options table and add the line item manually instead. |
| 2. Enter the Alternate Product Information |
A new line will appear in the Options section with the Product to Replace field already populated.
Enter the alternate product's Manufacturer, Model Number, and pricing details.
Tip: If this option is lot priced, enter a quantity of 1 and enter the lot price in the Cost column. |
| 2. Create Quote Including Options |
Once all options are added, click Create Quote.
In the Pricing & Lead Time section of the quote customization screen, toggle fields on or off to control what appears on the final quote.
Need help? Visit the Parspec Training Academy or use the in-app support chat.