Using quotation variants

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You might want to provide a customer with a single document containing different quotation variants. For example, a quotation variant with a certain equipment model and installment services and a quotation variant with another equipment model and the same installment services.

In such cases, create a quotation and add variants to its Products tab. For details, see Creating quotations. Then, you can generate the quotation print form with all the variants and send it to a customer. For details, see Printing quotations.

After a customer chooses a quotation variant, you can mark it as preferred. The product list from the preferred variant will be populated to sales documents generated from the quotation. For example, sales orders.

By default, the quotation payment terms are prefilled with the amounts from the variant marked as preferred.

To mark a quotation variant as preferred:

Go to Sales.
Under Sales, click Quotations.
In Quotations list, double-click a quotation line.
The quotation window is displayed.
On the Products tab, on the variant bar, click a variant.
Click Actions > Set as preferred. On the variant bar, the variant is shown as Variant </variant number> (preferred). For example, Variant 1 (preferred).

You can delete any quotation variant that is not marked as preferred. To do this, click Actions > Delete for the variant.

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