How to Create Styles and Range Options to Apply to a Quote
Easily apply your styles and ranges to a whole quote or to individual sections. Create your products and update your styles to suit individual clients or customer needs. Create ranges based on quality and price, such as "Premium Range," "Mid Range" or "Basic Range," for quicker and easier quoting.
To set up your styles, you need to follow the below steps in order:
Step 1 - Create Items
Go to Settings > Catalogue > Styles > Items.
Click Create.
- Name your item (e.g. "Door").
- Click Create again.
You can click into an existing item at any time to edit or delete it.
Tip: Make sure to set up all items needed for a style before moving to the next step.
Step 2 - Create Options
Go to Settings > Catalogue > Styles > Options.
Click Create.
- Name your option (e.g. "Door -16mm Natural PFB").
- Under Items, choose All or Selected.
- If you choose Selected, an drop-down menu with all your items will appear. Click on each item that you want your option to apply to.
- Finally, choose the corresponding Material from your catalogue and click Create.
Note: We recommend that the materials used in an option are set up as the brand "Quote Pricing" in your catalogue. Some materials may have a range of different options in either colour or size. Generally the colour won't change the price - however, material size will. Use Lead Item Specifications to list these particulars in a quote, rather than setting up multiple styles with the same price.
Step 3 - Create Styles
- Go to Settings > Catalogue > Styles.
Click Create.
- Name your style (e.g. "Deluxe Range"). Note: This name will appear on your quotes when used.
Using the drop-down menu next to each item, apply an option.
- Click Create again.
You will be shown a summary of your style and all its designated items and options.
When you apply a style to a quote, the items and prices associated with that style will be shown in that quote.