Offer options alongside a quote

Options are lines you offer beside the quote: extras the customer may add, or alternatives of which they will take one or none. They are shown on the offer with their prices, but they are never part of the offer total, never part of the deal's value and never billed.

1. 1Open the deal and go to the Produkter tab.
2. 2Under the quote lines, click Lägg till tillval. A group of options appears below the lines.
3. 3Give the group a name, for example Add-ons, and pick a product for each line, or type one. Set the quantity, price and discount as on any line.
4. 4Lägg till tillval adds another line to the group. Add another group with Lägg till tillval again.

Changes save as you make them.

How a group counts. Each group has Räknas som, which sets the figure shown beside it: Totalt, Genomsnitt, Högsta, Lägsta, Eget belopp or Räknas inte. A new group starts at Räknas inte. The figure is for your own view of the deal: it is not added to the deal's value in the lists, the pipeline or reports, and it never reaches an invoice.

When the customer chooses an option. Click Flytta in i offertraderna on the line. It moves out of the group into the ordinary quote lines, and from then on it counts, is invoiced and goes to your accounting system like any other line. Options the customer did not take can be removed with Ta bort tillval, or left where they are: an option is never billed, including when the deal is won.

On the offer. Generate the offer as usual. The online offer and the PDF print the options after the totals and VAT, under their own heading with a note that they are not included in the total, each group with its name and each line with its own price. An offer keeps what it was generated with, so generate it again after changing the options.

Options belong to the deal and its primary quote. A deal with several quotes shows them on the primary quote only.