Using optional pricing
How to up-sell using optional products and services
Megan
Last Update 3 years ago
Optional items are a powerful feature that allow you to increase the value of your quote.
There are 2 types of options:
1. Fixed Quantity options:
These are optional items that come with a specified quantity that your client cannot change.
2. Variable Quantity options:
Variable quantity options allow you to set a limit to the quantity of your line item which your customer can change.
Making an Item Optional
You can make an item optional by clicking the [More Options] button in the 'Add New Item' dialog box.
...and then selecting the 'Optional' checkbox.
To make this a variable quantity option, you can also select the [Customer can change quantity] checkbox and (optionally) choose a minimum and maximum quantity. If you do not set a minimum and maximum then the default values of 1 - 9999 will be used.
Or by hovering over an existing item and selecting [...More Options] using the [Action] button:
When your clients receive your quote, they will be clearly notified that they have options to choose. They will also see how choosing the option affects the value of their quote.