Use Required, Optional, and Substitute Items

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Use Required, Optional, and Substitute Items

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QuoteWerks enables you to define relationships between the products and services that you quote.

Required Items

You can define that a picture frame item requires a matting item and a glass item. When this picture item is added to the quote, the required items are automatically added to the quote along with the original item.

Optional Items

You can also define items that are options for the picture frame item like a two color matting background item.

Substitute Items

You can also define items that are substitutes for the picture frame, matting or glass.