We will begin this section with the organization of the estimate / quote window using Options, Phases and BOM's (Bill of Materials).
Working with Options
Options OPTIONS = Quotes!QUOTES
With every Option you create → you are essentially creating a unique Quote ID. You can however put multiple Options on ONE quote. But if you keep in mind that every time you create a new Option, you are creatins a new quote this will help simplify the BOM process.
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