Optional Item in Quotations

ERPNext
1

Hello, I am sorry for picking this issue up, since I just stumbled across this issue. I found several entries like

but non solved my problem / understanding.

From my perspective, there is a subtle but important difference between optional and alternative item in a quotation. An alternative item is alternative to a previously listed item (e.g. a better variant of an already listed item in a quote). This use-case is well handled an described in manual of Quotation .

An optional item however is an additional item that has no alternative to it in the quotation (e.g. an optional service). This use case can not yet be handled in ERPNext to my knowledge.

An example quotation:

Item 1: Computer ($100)
Item 2a: Monitor Type A ($50)
Alternative Item 2b: Monitor Type B ($80)
Optional Item 3: Installation Service ($10)

You for sure want to sell a computer and a monitor, and you would prefer to sell the more expensive monitor item 2b. In best case you can add the optional item 3 “installation service”.

In my understanding only “Alternative Item” is implemented. But not “Optional Item”. Am i wrong?

2

You can give multiple quotation for alternative item.
Also if you have quotation format then can you share?

Using custom print format you can add alternative items and its rate in same single quotation for print/ pdf

3

Hi @kolate_sambhaji. As written above, there is not “core” item for an optional item! Alternative Item an Optional Items are different kind of items. In my example “Installation Service” is not an alternative to “Computer” or “Monitor” but the customer can still decide if he/she want’s it or not. But its not a deal-breaker for the quote.

And it is not a problem of representation via print format, it is a problem of storing information in the quotation doctype.

4

Hi @fixundfertig123

The custom solution may help as following;

  1. You can quote alternate item while composing quotation referencing source item;

image
image1767×881 70.8 KB

  1. Alternate item table where quoted item serial number reference will make a connection in between two;

image
image1725×640 56.2 KB

  1. Finally the print will have better look;

image
image1250×884 55.9 KB

Eventually, storing data in Quotation doctype and printing them serve the purpose.

5

Hi @ahsantareen,

thank you for your help!

  • Unfortunately I do not have the index tab “Alternate Item”? Which eprnext version do you use? Do you use a custom app? Therefore I cannot really test what you mean?

  • And maybe I do understand you wrong (please excuse if so), but I do not need an alternative item, I need an optional item. To what I see, this is quite a workaround an still references to another item