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QuoteWerks Knowledgebase Topic (Article ID 7438)

Option Items - How to Set an item as Optional

This information applies to :

Article ID
7438

Created/Updated
July 17, 2019

Category
Optional Items


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:
How do I make an item optional on my quote?

Solution:
This can be accomplished setting the item attributes to optional on the line items that you want to be optional.
To set an item as option, just right-click on the line on the Quote Work Book and select "Edit Line Attributes". You will then set the Option Property to "Yes"
This video provides a good overview on how to accomplish this:

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