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The Extra’s screen is designed for questions relating to non product related questions, like Check measure, installation, delivery and property detailsthat assist the business with providing the products ordered,

This area can contain topics like

  • Dispatch Type,

  • Check measure,

  • Installation and Property details,

  • Product removal,

  • Freight

  • Extra fee’s

  • Sales rep checklists

  • Notes

  • Discounts

In this area you can also select the clients address, if there are multiple addresses in the contact card or add a new address if required. Image Removed

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View file
nameGroup options Extras area.xlsm

Feel free to download this example list of extra’s.

You may want to attach Inventory items to some of the answers to add extra fees to the clients order.

Extras Sheet

This is a similar format to the Inventory Group sheets and is used as a single set of options that apply to the whole Quote/Order.

BUZ Unique Option Name as at 

FREIGHTMETHOD

FREIGHTCOMPANY

Inventory Code for Pricing



Value applies to Price from Related Option Name



Related Column Data Field



Related Column is Add to else Set to



Look Back @ BUZ Column Name


FREIGHTMETHOD

Question Heading

Sent by

Freight Destination

Option Type

L

L

Is Required

Y

Y

Can Mass Update



Clear value when Copied to new item



Is Not for Online Wholesale Ordering



Use First valid Answer as default



Help Message



Picture URL



Answers from here down

Courier

COURIER|NSW|OPFRNSW

Answers from here down

Own Carrier

COURIER|Qld|OPFRQLD

Answers from here down

Pickup

COURIER|Vic|OPFRVIC



COURIER|SA|OPFRSA