The Extra’s screen is designed for questions that 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.
Download our Extra’s example here
Note: 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 |