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Using variants on a quotation

Add a variant to a quotation, pick its options to add the matching SKU, and later switch the item to a different variation.

Variants enable users to swap between different items/SKU's on a quotation based on the option(s)/variation(s) selected.

Add a variant to a quotation

1. Click "Add Items"

Items tab of a quotation with no line items added, highlighting the purple Add Items button above the empty item table

2. Click "Variants"

Add Items window with the Variants tab highlighted next to Items, above a filterable list of stock items and suppliers

3. "Pick" a variant to add it to the quotation

Add Items window on the Variants tab with the Pick button highlighted for the 3-Seater Sofa variant

4. Select the option(s)

Add Variant SKU dialog with the Color dropdown highlighted, above the Quantity field and the Add SKU button

5. Click "Blue"

Variant dropdown with a Search Filter box and the "Blue" option highlighted in purple above "Green", ready to select

6. Click "Add SKU"

Purple Add SKU button highlighted with an orange click marker at the bottom of the variant panel on a quotation

7. Click "×"

Product picker window with Options, Main Supplier and Pick buttons, with the close "×" button highlighted in the top-right corner

Switch to a different variation

8. To to change to a different variation (or options), click on the 'Variant' button

Quote section line item for 3-Seater Sofa with the Variant button highlighted, showing a Switch Variant tooltip

9. Click on the option

Switch SKU dialog on a quotation with the Color dropdown set to Blue highlighted, above the Switch SKU button

10. Select a different option

Switch Variant SKU dialog with the color dropdown open, cursor selecting Green from Blue, Green and Red options

11. Click "Switch SKU"

Switch variant dialog on a quotation with Color set to Green and the Switch SKU button highlighted

12. Item has been swapped on the quotation

Quotation section line items with the Item Code "3-Seater Sofa-G" highlighted, showing the swapped green variant item
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