Adding Item Options to an Item Master

Item options define items that can be sold in addition to or instead of the item. If an item master is configurable you can add options using the item options related list. If an item contains options, those options are added to the customer quotation when you add that item. You can then choose whether to quote for them.

To add item options:

1. Click the Items tab.
2. Select the item number of the item master to which you want to add options.
3. Ensure that the Configurable checkbox is selected.
4. Click New Item Option.
5. Select the option type that contains the options you want to add. If no option types are listed for the product group to which the item belongs, you can add one:
   1. Click Create New Option Type.
   2. Enter a name for the option type.
   3. Select the Product Group to which the item belongs.
   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.

6. Click the Selected Options tab then select the checkboxes of the options you want for this item master. If no options are listed, click Select Selected Options and add some:
   1. Click Add New Option.
   2. Enter the item master or description of the item
   3. [Optional] Enter a long description of the item.
   4. Enter the quantity of the item.
   5. Select the Default checkbox if you want the item to appear on a customer quotation by default.
   6. If you want to add more options, click Add Another New Option and repeat the last four steps.
7. Click Save.