You can add optional materials or supplies on a quote and configure your quote template to display such optional materials or supplies.
1. Go to Quotes tab and access the quote that you need an optional supply added to and click + Add Supplies.
2. Search the supply item then enter the required quantity and click Save.
3. Your supply item is now shown under Supplies area and under column called "Optional", the default answer is No and simply click it to change to Yes.
Supply item is now set as optional and if you have other supplies to tag as optional, simply repeat step number 3.
Configuring Quote Template
Access your quote template in Administration → Document Templates and make sure to add a table for Optional Items.
In the following example, we have a quote template that picks up optional supply details such as supply image, part number, description, quantity, unit price, and total amount.
Note: It is important that you add the correct merge fields so that your quote template can automatically pick up the corresponding information.
Generating Quote Template
Once you've already added an optional supply item and configured your quote document template, access your quote and run a test to see if details are populating successfully.
1. Go back to Quotes tab and access the quote that you've just edited. Click Details and select the corresponding Quote Template and click View Quote.
2. Quote document should now show the optional supply item that we've added earlier which is PVC Cleaning Fluid Clear with amount $54.75.
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