Creating Configurable Options in an Item Master

There are several tasks that you need to carry out to create configurable options that appear for an item on a customer quotation. To make an item configurable, you must first select the Configurable checkbox on the item master to which you want to add configurable options.

Creating Item Options

To create an item option on an item master:

1. Click New Item Option in the Item Options related list of the item master to which you want to add an option.
2. Select the Option Type to which the option belongs. If the option type you want is not listed:
   1. Click Create New Option Type.
   2. Enter an Option Type Name.
   3. [Optional] Enter a Product Group.
   4. Click Save.
   Note:

   Avoid using special characters in the option type name. For example use the word "Inch" instead of the special character ". Using special characters in the option type name can result in problems associated with how the options tab displays.

3. To add a new option to the selected option type, click Add New Option.
4. Select an item master or enter the name of the item.
5. [Optional] Enter a description for the item in the large description box.
6. Enter the quantity of the item to add per parent item on a customer quotation.
7. If you want the option to be selected by default when the parent item is added to a customer quotation, select the Default checkbox.
8. Click Save.

Creating and Reviewing Option Types

Each item option must belong to an option type. You can manage option types on the Option Types tab.

Note:

The number of options shown per option type on a customer quotation is determined by the configuration your administrator has chosen in the Allow Multiple Selection Of Options custom field in the Advanced Quoting Settings custom setting and the option you choose on the option type itself.

You can create and view option types on the Option Types tab:

1. Click New or New Option Type.
2. Enter the name you want for the option type in the Option Type field.
3. [Optional] Enter an item master record type to associate with the item.
4. [Optional] Enter a product group to associate the option type with.
5. Select the Allow Multiple Options To Be Selected checkbox if you want users to be able to select more than one item option for the option type.
6. Click Save.

For information about option fields, see Option Type Fields.

Tip:

You can also create a new option type when creating a new item option. See Creating Item Options.