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The first step is to create the items that you would like to use for your options.
NOTE: The easiest approach is to work out of a proposal. You can create the first item with the category, item type, etc. specified. Then you can duplicate that item and change the name to create the additional items that will be used as upgrade options.
Once you have created all of the items, make sure you save each of them with a unique name.
Add Items as Upgrades
Open the item that you would like to use as your “base” option. This can be the cheapest option, or simply the one that you expect most people to want. This will be the first option that is presented, and the client will be able to see the other options.
Scroll towards the bottom of the edit menu, and click the button to “add upgrade/option now.”
This will open the library view, and you can select one or more products to use as upgrades.
NOTE: The upgrade items will be presented to the client in the order that they are added to the base product. When adding multiple options at the same time, the first one you click on will be the first one added.
Once you have selected the items you want to use, click “add _ selected.”
The upgrades will be listed in the item edit menu.
There will be a red “subtract” button next to each item. Click on this if you would like to remove that option.
There is a blue “plus” button below the last upgrade option. Click on this to add additional upgrade options.
Once you have added all of your upgrades to the initial item, update the searchable item.
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Once you have created and added upgrade options, the client will be presented with a large picture and description of the original option, as well as a “preview” of the other options.
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The previews will include the main picture of the item, the name, and the price difference for that option compared to the current selection.
Once the client clicks on a preview, it will launch a pop-up window that shows the rest of the details for that option, as well as a button to “make this selection.”
Once a client selects an upgrade option, the total price for their proposal will automatically update.
They will still have the option select all of the other upgrade options, or to go back to the original option.
Once the client makes all of their selections for the proposal and books the job, the contractor view will show you which options they selected.
NOTE: Assemblies that contain items that were upgraded by the client will have a yellow “double arrow” icon on the estimate view.
Removing or Restricting Options
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