<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Optional Items?</strong></p><p><strong>- Configuring Optional Items</strong></p><p data-pasted="true"><strong>- Adding Optional Items to PDF Templates</strong></p><p><strong>- Choosing/Accepting Optional Items</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><strong><a href="https://usehalo.com/halopsa/guides/2558" target="_blank" rel="noopener noreferrer">Quotation Approvals</a></strong></li></ul><p><strong><br></strong></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/halopsa/guides/1988/" target="_blank" rel="noopener noreferrer"><strong>Approving Quotes Overview</strong><br></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1986/" target="_blank" rel="noopener noreferrer"><strong>Creating Quotations</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What are Optional Items?</span></strong></p><p data-pasted="true">Lines on quotations can be marked as optional to allow the user accepting the quote to decide if they wish to purchase them or not. This can be useful for bundles, such as where they may or may not need peripherals to go with the hardware. </p><p><br></p><p><strong><span style="font-size: 14pt;">Configuring Optional Items</span></strong></p><p>When creating a quotation, click the pencil icon at the end of the line.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1YTc0ZTM2LTcwODQtNDhiMS05MzEyLWY4NWU4NWZjNWE3NCJ9.pdvFS2VDAN8QmJSomaLkaQ-HOQlI4LHmbj1P6x6sNZ8" class="fr-fic fr-fil fr-dib" width="1220" style="width: 1222px; height: 512.865px;" height="513"></p><p><strong><span style="font-size: 10pt;">Fig 1. Editing a quotation line.</span></strong></p><p><br></p><p>Within the popup that shows, you will have a checkbox to mark the line as "Optional". An additional dropdown will then show to determine if the optional item has been accepted. This will default to pending before you send the quote for the user to accept.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZhMjE4Mjg2LTMxYjUtNDhlMi1hOTc2LWQ2MDdjNmQ2ODU4ZiJ9.7RCfQiamyleljR-7pjgNdoimgT60-AXWqSSmeLbIU5Y" class="fr-fic fr-fil fr-dib" width="129" height="130"></p><p><strong><span style="font-size: 10pt;">Fig 2. Marking a line as optional.</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Adding Optional Items to PDF Templates</span></strong></p><p>Within the "Details Table" tab, add a column for "Optional". </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMzNDljYzU3LTJjNWYtNDc1MC1hZDE3LWQ3YjZmMTMxZjMyOSJ9.iY5W_WVNhMBfADM764fjDgVSOhTaAJwe1BxtvNAcKQE" class="fr-fic fr-fil fr-dib" width="1205" style="width: 1207px; height: 526.271px;" height="526"></p><p><strong><span style="font-size: 10pt;">Fig 3. Optional details table column.</span></strong></p><p><br></p><p>The column will show Yes/No for whether that line is an optional item.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1MzBlYzIyLWI5ZjItNGRhNC04MDM0LWUxNTQwYzU2N2EzMiJ9.LLG8Fb1DXCyHIdz9iwiwg1tfzpaezB0nlaENCA9KW50" class="fr-fic fr-fil fr-dib" width="1110" height="412"></p><p><strong><span style="font-size: 10pt;">Fig 4. Optional column on a quotation.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Choosing/Accepting Optional Items</span></strong></p><p>In Configuration > Quotations > Approvals, the field list for the approval screen can be edited. Here, ensure you add the "Optional Lines" field. This is where users are able to pick which optional items they would like.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdmZjY0MWFmLTRmMmQtNDcyYy1iZDVjLTFjYWQ0OWYyMmRhMSJ9.cTsZWblux73jg8Ilto6QWHqEmn90f66o_F9z33jVWx4" width="1206" height="289" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1208px; height: 288.551px; max-width: none !important;" data-pasted="true" class="fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 5. Quotation approval field list.</span></strong></p><p><br></p><p>Within the same area of configuration, there is also the option to </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNlYmUzY2RjLWRhZDktNDFmNi1iY2ZlLTBiZjc3M2ZjYzFkZiJ9.f0GbW8FfFfV6IBvxuubVcl4hKz4Ya_RNujnFhgAFC3g" class="fr-fic fr-fil fr-dib" width="346" height="95"></p><p><strong><span style="font-size: 10pt;">Fig 6. Optional item configuration.</span></strong></p><p><br></p><ul><li data-pasted="true"><strong>Allow Users to adjust the quantity of optional items:</strong> When checked, after the user clicks "Accept" on the quote, from the self service portal, they will have the option to remove the optional item or change the quantity, this is done by clicking onto the item in the "Optional Lines" table. If they reject the optional item, it will show with a red thumbs down for that item, under the "Accepted" column of the quotation.</li><li data-pasted="true"><strong>Default optional Products to unchecked: </strong>When enabled, the optional items on a quote within the self service portal, will be unchecked when viewed by the user.</li></ul><p><br></p><p>When the user navigates to accept the quotation, they will see the option to "Accept and choose options".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI3NDYwZTJhLTZkZDYtNDQ0Zi05YjMxLTIxMjBiYzY0MWZiYSJ9.J9FQzWAWo_9J7YzA9iSNKiqXY7IvXpz3SUzqTkHsDR8" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 577.087px;" height="577"></p><p><strong><span style="font-size: 10pt;">Fig 7. Accept button on a quotation with optional items.</span></strong></p><p><br></p><p>This will scroll down to show the field list configured in <strong>Fig 5</strong>. The "Optional lines" field we added is how the user is able to select these. They can check/uncheck the items within it to select which they would like.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjNjViNmFlLTk4ZjctNDY2OC05YmM5LTE2YmQzNzM0ZGYxOCJ9.YH6S5-ENXB1dk_SlyI7-_3hx4N_pm4sEBlhKN9atXh8" class="fr-fic fr-fil fr-dib" width="1212" style="width: 1214px; height: 575.79px;" height="576"></p><p><strong><span style="font-size: 10pt;">Fig 8. Selecting optional items.</span></strong></p><p><br></p><p>Clicking on the line will also bring up a popup to allow them to adjust the quantity if "Allow Users to adjust the quantity of optional items" was enabled in <strong>Fig 6</strong>.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZjMTc2NDVlLTRjMzgtNGQyNy1iZTA4LWIwYzMxOGY1ZGEzMiJ9.uDmcix-T68nst517JiRMMD1hU8Ia9Tq1-ygpKQqIAfg" class="fr-fic fr-fil fr-dib" width="717" height="272"></p><p><strong><span style="font-size: 10pt;">Fig 9. Adjusting quantity of an optional item.</span></strong></p><p><br></p><p>Upon acceptance of the quote, the sales order created from it will include any adjusted quantities and remove the lines that were not accepted. As the "Wireless Keyboard" was deselected, the line has been removed.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQwMzhiYjcxLTcwOWQtNGI5NC05YmYxLTNhODAzN2U5Mzc3MSJ9.70ggAD5akLL4rEZoBQNZOJTMAwgAv0qpLhSOaMet9kg" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 353.37px;" height="353"></p><p><strong><span style="font-size: 10pt;">Fig 10. Sales order from a quotation with optional items.</span></strong></p><p><br></p>
