Configure Option Sheets in Price Book

Created by Binita Goswami, Modified on Fri, 21 Nov at 4:55 PM by Binita Goswami

Introduction

This tutorial guides you through creating and managing option sheets within the Price Book feature of Dreamzcmms. You will learn how to set up, customize, save, and share option sheets effectively.

Introduction

02

Navigate to Price Book

Click the Price Book to access pricing options within Dreamzcmms.

Navigate to Price Book

03

Open Option Sheet Section

Click Option Sheet to view and manage your option sheets.

Open Option Sheet Section

04

Create Default Option Sheet

Click Create Default Option Sheet to start a new option sheet with default settings.

Create Default Option Sheet

05

Select Option Sheet Name Field

Click Option Sheet Name to specify the name for your new option sheet.

Select Option Sheet Name Field

06

Enter Option Sheet Name

Enter your option sheet name to identify it clearly within the system.

Enter Option Sheet Name

07

Select Description Field

Click Description to add details about your option sheet.

Select Description Field

08

Enter Option Sheet Description

Enter a description to provide context or notes about the option sheet's purpose.

Enter Option Sheet Description

09

Open Appliance Selection

Click the selection field to choose appliances or calibration tools relevant to your option sheet.

Open Appliance Selection

10

Specify Appliance or Tool

Enter the appliance or calibration tool to associate with your option sheet.

Specify Appliance or Tool

11

Access Additional Selection

Click here to add more appliances or tools to your option sheet.

Access Additional Selection

12

Open Another Appliance Selection

Click the selection field again to choose additional appliances or calibration tools.

Open Another Appliance Selection

13

Specify Additional Appliance or Tool

Enter the appliance or calibration tool to include in your option sheet.

Specify Additional Appliance or Tool

14

Add More Selections

Click here to continue adding appliances or tools as needed.

Add More Selections

15

Select First Option

Click Option 1 to configure the first option within your option sheet.

Select First Option

16

Select Second Option

Click Option 2 to configure the second option within your option sheet.

Select Second Option

17

Save Option Configurations

Click Save Options to store the changes made to your option sheet options.

Save Option Configurations

18

Close Option Sheet Editor

Click Close to exit the option sheet editor after saving your changes.

Close Option Sheet Editor

19

Open Additional Menu

Click here to access more actions related to your option sheet.

Open Additional Menu

20

Select Email Option Sheet

Click Email Option Sheet to prepare your option sheet for sharing via email.

Select Email Option Sheet

21

Open Email ID Field

Click Enter Email ID(s) to specify recipients for the option sheet email.

Open Email ID Field

22

Enter Recipient Email Address

Enter your email address to send the option sheet to the intended recipients.

Enter Recipient Email Address

23

Send Option Sheet Email

Click Send Mail to dispatch the option sheet to the specified email addresses.

Send Option Sheet Email

24

Close Email Window

Click Close to exit the email interface after sending your option sheet.

Close Email Window

25

Exit Option Sheet Module

Click × to close the option sheet module and return to the option sheet listing.

Exit Option Sheet Module