Do you sell faucet models and want to include them when Quoting? Add faucets as an Other Item in your Price List to make them available in Step 6 of your Quote.
If you carry hundreds of faucets, or if you order each as needed, then the simplest approach is to add each one manually in Step 6 as you create a Quote, instead of adding them all to your Price List.
SINGLE FAUCET
- Go to Price Lists > click on the Name of the Price List to update > click the Edit Price List button.
- Select Other Items from the side menu.
- Click Add Other Item from the upper left corner.
- Select Other Item as the type, then enter an Item Name. Check or uncheck the available preferences as needed.
- Enter a price, then Save the Price List.
MULTIPLE FAUCETS OF THE SAME BRAND
- Go to Price Lists > click on the name of the Price List to update > click the Edit Price List button.
- Select Other Items from the side menu.
- Click Add Other Item from the upper left corner.
- Select Other Item as the type, then enter an Item Name. Check or uncheck the available preferences as needed.
- Click Add Option to the left of the price field, one for each faucet in the brand or line.
- Click the underlined Option Name to rename.
- Set the most commonly used as the Default Option to have it appear first in the menu when Drawing in Step 6.
- Add prices, then Save the Price List.
USE OTHER ITEMS IN STEP 6
- In Step 6, click the Add Other Item icon for a list of available other items.
- Make selections based on the information entered into the Price List.