Adding Custom Alternative Materials to Estimates

Display alternative pricing on quotes so customers can conveniently choose between color options. This feature allows you to display specific colors that you would select in the area module during the quoting process. Learn how to set up this option below.

It is also possible to show the cost for alternative materials as categories or set up default alternative colors. Learn how here.

Showing alternative materials as categories would be best if your customer wants a generic idea of other color options or if you have a standard selection of alternative materials. 

1. Edit the area

2. Under "Area Data," click the "Custom Alternatives" drop down.                               

3. Using the green plus sign, select the alternative class and color. 

4. Click "Calc + Save"

5. The "ShowAltMaterials" box has to be checked within the "Report Configurations" tab for the estimate report. You may want to create a copy of your estimate called "Estimate (Show Alternatives)" in order to have an estimate that shows alternatives and one that doesn't. 

6. Run the estimate report

 

Note: Only colors of the same calculation type (Slab vs SqFt) can be compared. If you do not see the color because the current color is either Slab or SqFt based while the comparison color is the other type, it may be best to make a revision of the estimate and run a "Revision Comparison" report in order to show the options to your customer.