There are two steps to complete in order to add Inclusion and Exclusion to Quotes. First is to configure your list of inclusions and exclusions in Administration → Quotes and once done, configure your Quote Template in order to pick up inclusion and exclusion details automatically.
Setting up Inclusions/Exclusions
1. Go to Administration → Quotes.
2. Click Add Inclusions Group and enter "Inclusions" as name.
Click the + icon to add individual inclusion lines and once done, click Save. You can also click the Pen icon to edit or Trash icon to delete.
Note: You can repeat the above steps to add Exclusions.
Configuring your Quote template
1. Go to Administration → Document Templates and edit your Quote template following the steps below.
Step 3 Reference
When editing your Quote template, please ensure to add the corresponding tables and merge fields for inclusions and exclusions as indicated in the image below.
To learn more about adding and editing merge fields, please click here How to Add and Edit Merge Fields.
Congratulations, you've now successfully set up your Inclusions and Exclusions for Quotes.
Testing your Quote Template with Inclusions and Exclusions
1. Go to Quotes tab and access the quote that you need to test. From the Details tab, scroll down and look for Inclusions and Exclusions area.
Click Add Existing Inclusion and select from your existing list. You can follow the same steps to add exclusions in Exclusions area.
Note: If you want to add a completely new inclusion or just a once off, click "Add New Inclusion and it allows you to enter one which is not part from the list.
2. After adding inclusions and exclusions, go back to the main Quote screen and select the quote template configured to pick up inclusions/exclusions and click View Quote.
3. You should now see inclusions in your quote document.
In this example, we added 3 inclusions which are shown once quote document is generated.
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