Allowing Your Customer To Vary The Quantity To Order Before Ordering


It is possible to allow your customer to vary the quantity to order on one or more line items in a sales quote price table.  The option to allow your customer to change the quantity to order can be set for the entire price table, a group of line items within a sub-heading, or for a single price line item(s).

Allow A Customer To Choose The "Quantity To Order" For An Entire Price Table

Click on the Settings button for the price table, as shown below.

The price table settings window will popup up (as shown below).  Click on the Settings tab.

To allow your customer to vary the quantity to order for all line items in this price table, set the switch to the ON state for Customer can change Qty to Order (All Price Lines in Price Table).

Click on the Close button.

 

Allow A Customer to choose "Quantity To Order " For A Group of Price Line Items. 

After creating your price line items in a sales quote price table, add a subheading above the price lines you want to group and allow your customer to vary the Quantity to Order.

While hovering over the sub-heading, you will see a green tab appear on the left of the Sub-Heading, as shown below.

Click on the green tab.

A window will popup containing the possible settings for a group of price line items under a sub-heading.

Click on the switch on the left of the label Customer can change Qty to Order so that the switch is "on", i.e. the green state (as shown below).

Allow a Customer to vary "Quantity To Order" for a Single Price Line Item.

To set the Customer can change Qty to Order setting for a single price line item, click on the Actions menu button on the right of the price line item.

Next, click on the Options menu item.

A window will pop up showing the possible settings for a single price line item.

Set the switch on the Customer's left can change Qty to Order label to the "on" state, i.e. green, (as shown below).

Click on the Save button

Click on the Save and Preview button

As shown below, you will see that the price line items that allow a customer to modify the quantity will have a grey border to indicate the Quantity can be changed. Note, you cannot change the quantity when previewing the Sales Quote; the quantity can be modified by the customer when you send the sales quote.

Related User Guide Topics

Price Table Settings - Hide Qty 0 (Zero) Price Line items
27 Mar 2021
There are use cases where a price table is created as part of a sales quote template and preloaded with price line items, when the sales quote template is used to create a sales quote, the sales consultant simply removes unwanted price line items and adjusts the quantity to order for the sales quote recipient requirements. 
Grouping Price Line Items and Summarising (Hiding) up to a Subheading
13 Mar 2021
This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then summarise these price lines up to a subheading, hiding the price line items and showing the total of the grouped price line items at the sub-heading level.
Adding a Subtotal to a Price Table
13 Mar 2021
This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then group price line items to summarise up to a sub-heading.
Getting Values from a Spreadsheet to use as a Price in a Price Table
12 Mar 2021
If the price of a product or service relies on a formula, this can be achieved in QuoteCloud by creating that formula in a spreadsheet content block (which can be hidden or seen by the sales quote recipient).  A price table line item can then get its price from a cell in that spreadsheet.

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