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Extra Tab (Finalize screen when placing an order)

Extra Tab (Finalize screen when placing an order)

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 client's address if multiple addresses are 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 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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