An "Alternate Set" is a bundle of similar items or packages you can create in your catalog. The customer will see all items under the set in the proposal and can choose their preferred one.

In the Quote view, type in the first few characters of the alternate set. Once you see it, add it to the quote. In the quote, the entry for the set will always show the recommended item for the set.

If you want to see all items or packages under the set, go to the item's side panel and look for the "Alternate Items" tile. Here, you can add or remove them from the set.

In this example, we added an alternate set for a Home Theater. The side panel shows all three "Product and Labor" packages that make up the set.

In the proposal, the customer will see "View alternates" next to the alternate set. Upon clicking the down arrow, they can see the items or packages in the set, the recommended item or package in the set, and the price difference with the recommended one.

To select a different item or package, they can click the check box next to it. The price of the selected item or package will be added to the quote. If the item is a package, clicking the down arrow again will show the items and the price breakdown.

If you want to show only the recommended item in the set and not provide the option to choose from alternates, click the 3-dot menu next to "Alternate Items" in the side panel and click "Remove."

This will retain only the recommended item from the set, and the "Alternate" label will be removed next to it. Now, this is a regular item in the quote.