How to Create Styles and Range Options to Apply to a Quote

Easily apply your styles and ranges to individual sections or your whole quote. Create your products and update your styles to suit individual clients or customer needs. This allows you to set things like Premium Range, Mid Range or Basic Ranges to quote easier. To set up your styles go to your 'Settings' tab from the user menu panel, find & click on 'Catalogue' then 'Styles'.

There are 3 steps to creating a style. First, you need to set up your Items, then your Options and finally you can set up the Styles.

Step One - Creating Items

Once you've accessed your style settings as above, click into the 'Items' tab.

Click 'Create'.
Name your Item, for example 'Door'.
Finalise by clicking 'Create'.

These can be edited or deleted at any time by clicking into the item.

Tip: set up all of your items that you require to be part of a style before proceeding to options setup as you need to select these when creating your style.

Step Two - Creating Options

Now you've set up your items, it's time to create the options that link to these. Clicking the back arrow under Items, click into the 'Options' tab.

Click 'Create'.
Name your Option, for example 'Door -16mm Natural PFB'.
Under the Items dropdown you can choose 'All' or 'Selected'.
If you choose 'Selected', an additional dropdown will appear, click on each item that you want this option to apply to.
Finally choose your material from your catalogue for this option and click 'Create'.

Please Note: it is recommended that the materials used in an option are set up as the brand 'Quote Pricing' in your catalogue items. Some materials may have a range of different options in either colour or size, generally the colour won't change in price however material size will. Utilise the Lead Item Specifications to list these rather than setting up multiple styles with the same cost. See more on quote pricing below.

Step Three - Create your Styles

Now you've gone through and added your items & linked the options we can create your style packages. Clicking the back arrow in your options, you will now be in your 'Styles' tab.

Click 'Create'.
Name your Style! Eg: Deluxe Range (this is how it will appear on your quotes).
Using the dropdown arrows, link your options to the item fields.
Once you have added your options to your items, click Create.

You will now be taken to your Style Summary, this is now setup and can be applied to your quotes! When you assign a style to your quote it will use the associated costs and update across your quote.

Need Further Assistance?

Check out our help video below, please note we are constantly improving and updating so some things may have changed!