Building an automatic quotation form

The biggest feature of AForms is its ability to create automatic quotation forms. In this article, we will explain the basics of how to create such automatic quotations.

The biggest feature of AForms is its ability to create option selectable, automatic quotation forms.
In this article, we will explain the basics of how to create such automatic quotations.
This information is current as of v2.0.4.

Please do these operations in the “Details” tab of the form builder.

Table of Contents

Adding a fixed detail line

You can create a detail line that will be automatically added to the quotation without any input required from the customer.
To do so, please add an “Auto Item” to the form.

NameThis will be the entry name of the detail line.
CategoryIf entered, it will be the category name of the detail line.
Normal priceIf you enter a manufacturer’s suggested retail price to this field, you can display it in the detail line.
However, you will need to customize the style to display it.
PriceThis will be the unit price of the detail line.
QuantityThis will be the quantity of detail lines.
Initially, only “Fixed to 1” can be selected. We will discuss later how to specify other quantity.
Tax RateThis will be the tax rate of the detail line.
If left blank, the tax rate of the form setting will be used.
Required LabelsThis label is required to add a detail line to a quotation.
For more information, please refer to Conditional Branch (labeling logic).

Adding a customer-selectable detail line

You can present some options and ask the customer to select it, and then a detail line created by the selected item will be added to the quotaion.
To do so, please add a “Selector Item” to the form, and then add multiple “Option”s to it.
Then, the Options will be displayed as a combined group.

First, you need to add a “Selector Item” to your form.

ImageThis image represents a Selector Item.
NameThe name of the Selector Item
This will be the category name of the detail line when the selected Option is added to the detail line.
NoteNotes can be added near the name.
It can be written in HTML.
Multiple SelectionYou can set whether or not to allow customers to choose multiple Options.
If the options are exclusive, please set it to “Not Allowed”.
If the item is a group of individual options, please set it to “Allowed”.
QuantityWhen a detail line will be created by the selected Option, the quantity specified here will be applied.
Initially, only “Fixed to 1” can be selected. We will discuss later how to specify other quantity.

Next, you need to add “Option” to the Selector Item.

ImageThis is the Option image.
NameThe name of the Option.
This will be the entry name of the detail line when the Option is added to the detail.
NoteNotes can be added near the name.
It can be written in HTML.
Normal PriceIt is a kind of manufacturer’s suggested retail price to sales price.
PriceThe price of the Option.
This will be the unit price of the detail line when this Option will be added to the quotation.
Tax RateThis will be the tax rate of the detail line when this Option will be added to the quotation.
If left blank, the tax rate from the form settings will be used.
LabelsThis is the label that will be given if this Option is selected.
For more details, please refer to Conditional Branching (labeling logic).
Required LabelsThese labels are required for this Option to be valid.
If the Option is invalid, the customer is not allowed to choose that Option.

Allowing customers to enter quantities

In the previous explanation, the quantity of the detail line was fixed to 1.
By adding a “Quantity Item” to the form, the number entered by the customer can be treated as the quantity of the detail line.

ImageThis image represents a Quantity Item.
NameThe name of the Quantity Item
Allows FractionWhether or not to allow customers to enter decimal numbers when entering quantities.
If the unit of quantity is “piece”, there is no need to enter a decimal number. However, if the unit is area or time, decimal numbers may be required.
Initial ValueThis is the quantity that is initially entered.
UnitTo display the unit next to the input field, please enter it.
Minimum ValueTo set the minimum value, please enter it.
An error will occur if the customer enters a value less than this.
Maximum ValueTo set the maximum value, please enter it.
An error will occur if the customer enters a value greater than this.
NoteTo display notes near the input field, please enter it.
It can be written in HTML.
Required LabelsThese labels are required for this Quantity Item to be valid.
If it is invalid, the Quantity Item will not be displayed.

The quantity entered in Quantity Item can be used in other items such as Auto Item or Selector Item.

After adding the Quantity Item to the form, open the details of the Auto Item or Selector Item where you want to use the quantity.
In the “Quantity” input field, you can choose the Quantity Item you added to the form. Please select it.

You can also use Slider Item instead of Quantity Item.
The usage of Slider Item is almost the same as that of Quantity Item, but the difference is that the component displayed in the form is changed to a slider.

Watching the quotation price

It is often the case that a detail line should be added only when the quotation meets certain conditions.
For example, you may want to offer a freebie only if the purchase price exceeds $100.

AForms provides a “Price Watcher” to watch the quotation price.

Lower Limit ValuePlease enter the lower limit value when you set the lower limit for the condition.
Includes Lower Limit ValueWhether or not to include the lower limit in the condition.
For example, should the condition be “$100 or more” or “higher than $100”? That’s what I mean.
Higher Limit ValuePlease enter the higher limit value when you set the higher limit for the condition.
Includes Higher Limit ValueWhether or not to include the higher limit in the condition.
For example, should it be “$100 or less” or “cheaper than $100”? That’s what I mean.
LabelsThis is the labels that is given when the conditions are met.
For more details, please refer to Conditional Branch (Labeling Logic).
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