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.
02
Navigate to Price Book
Click the Price Book to access pricing options within Dreamzcmms.
03
Open Option Sheet Section
Click Option Sheet to view and manage your option sheets.
04
Create Default Option Sheet
Click Create Default Option Sheet to start a new option sheet with default settings.
05
Select Option Sheet Name Field
Click Option Sheet Name to specify the name for your new option sheet.
06
Enter Option Sheet Name
Enter your option sheet name to identify it clearly within the system.
07
Select Description Field
Click Description to add details about your option sheet.
08
Enter Option Sheet Description
Enter a description to provide context or notes about the option sheet's purpose.
09
Open Appliance Selection
Click the selection field to choose appliances or calibration tools relevant to your option sheet.
10
Specify Appliance or Tool
Enter the appliance or calibration tool to associate with your option sheet.
11
Access Additional Selection
Click here to add more appliances or tools to your option sheet.
12
Open Another Appliance Selection
Click the selection field again to choose additional appliances or calibration tools.
13
Specify Additional Appliance or Tool
Enter the appliance or calibration tool to include in your option sheet.
14
Add More Selections
Click here to continue adding appliances or tools as needed.
15
Select First Option
Click Option 1 to configure the first option within your option sheet.
16
Select Second Option
Click Option 2 to configure the second option within your option sheet.
17
Save Option Configurations
Click Save Options to store the changes made to your option sheet options.
18
Close Option Sheet Editor
Click Close to exit the option sheet editor after saving your changes.
19
Open Additional Menu
Click here to access more actions related to your option sheet.
20
Select Email Option Sheet
Click Email Option Sheet to prepare your option sheet for sharing via email.
21
Open Email ID Field
Click Enter Email ID(s) to specify recipients for the option sheet email.
22
Enter Recipient Email Address
Enter your email address to send the option sheet to the intended recipients.
23
Send Option Sheet Email
Click Send Mail to dispatch the option sheet to the specified email addresses.
24
Close Email Window
Click Close to exit the email interface after sending your option sheet.
25
Exit Option Sheet Module
Click × to close the option sheet module and return to the option sheet listing.
