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How to exclude certain categories from pricing quotation?
How to exclude certain categories from pricing quotation?
Updated over a week ago

If you want to remove specific categories of line items from your generated quotation, you can do so by following these steps:

  1. After your quotation is generated, look for the "Settings" option, which is available in your toolbar, which opens the modal related to this.

  2. Within the settings modal, you should find a tab called "Exclude in Quotation". Click on this option to proceed.

  3. You will be presented with a list of categories or components that can be excluded from your quotation.

  4. To exclude an item, check the corresponding box next to that item. For example, if you do not want the pricing of appliances to be included, check the box next to "Appliances." Similarly, if you wish to exclude countertops from the quotation, check the box next to "Countertops."

  5. After checking the appropriate boxes, click on the "Apply" button to confirm your choices.

  6. The selected categories of items will now be excluded from your pricing quotation. The quotation will only include the remaining items and their associated costs.

  7. By following these steps, you can customize your quotation by excluding specific items, ensuring that the generated quote accurately reflects your project's requirements and specifications.

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