Put product choices into quote and job-sheet wording
Print the selected stock, finish or size in the right words.
What this is for
The product supplies the wording on a quote and on the workshop’s job sheet. Variables fill in the sizes and choices from that line, while the two descriptions can use different words.
Before you start
- The product’s questions and choices have been set up.
Step by step
- 1
Open the product and Customer and jobsheet display.
- 2
Write the customer description and, separately, the job-sheet description.
- 3
Use Insert variable and pick Choice · followed by the question name. A Stock question supplies {{stock}}; Finished size supplies {{finished_size}}.
- 4
Use the size variables for the actual measurements. A chosen standard-size name can differ from a custom size the customer typed.
- 5
Save the product, then add it to a draft quote. Pick different choices and check the generated descriptions and PDF.
Tips & gotchas
- A question with several choices selected reads as a list. An unanswered question contributes no wording.
- Built-in variables and your own wording fields win if names clash. Give questions distinct names.
- Change the wording on an existing quote or job itself when needed; saving a product is not a resend of earlier paperwork.