Alternatives & optional items
Besides normal positions, a quote knows two special forms: alternative positions (either/or) and optional positions (add-on by choice). Both are set by the merchant on the detail page.
Alternative positions (either/or)
Positions sharing the same group are alternatives — the customer picks exactly one of them on acceptance.
How the merchant sets up alternatives
- On the relevant positions, under "Options", enter the same group (e.g.
Material). - Mark one of the positions as the default alternative. The first position of a group automatically becomes the default; there is exactly one default per group.
Behaviour
- In the quote and in the PDF, only the default alternative counts in the quote total.
- In the customer account the group appears as a coherent block with radio buttons; the default alternative is preselected, with the hint "Please choose one option from this group."
- On acceptance the chosen alternative goes into the cart (without a choice, the default alternative; failing that, the first of the group).
- Alternatives survive revising.
Optional positions
An optional position is an add-on the customer can include on acceptance — it is not part of the binding total.
How the merchant flags a position as optional
On the detail page, enable "Optional" at the position.
Behaviour
- Optional positions do not count in the binding quote total.
- In the PDF they are shown separately at the end of the position table (without a position number), with a note that they are chosen on acceptance.
- In the customer account they appear with a checkbox and the "Optional" badge; only ticked optional positions go into the cart on acceptance.
- With “Convert to order” too, the merchant can choose which optional positions to include.
Storefront hint text
"Optional positions are not included in the grand total — you choose them when accepting."