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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 client's address , if there are multiple addresses are in the contact card or add a new address if required.
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Download our Extra’s example here.
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Note: You may want to attach Inventory items to some of the answers to add extra fees to the clients client's 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 a 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 |
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