Building an upgrade tool / simple list of options

1. Access the Sales Options:

Navigate to the Item: Begin by selecting the item you wish to configure, such as a sample flooring item.
Open Sales Options: Click on the box icon and a popup modal will appear.
From the popup modal, Click on the 'Sales, optionality and upgrades' section, and click to expand the section to view the additional menu. Then, select the option to 'Include alternative selections for this item'.

2. Select simple list

3. Configure options

Naming: First, start by naming the selection, and providing an explanation about the selections to your customer.
Client vs. Internal Selection: Choose whether the selection tool is for client use or internal use only.

4. Adding options

To add options to your item, click the 'Add another option' card.
You can then choose to add an item from your existing library, or create a new item for this upgrade tool.

5. Customizing options

Once you have added an option, you can customize the following by pressing the 'Edit' button:
Name: You can enter a custom name for this option
Quantity: If the number of items or quantity is different for this option, you can edit it here
Unit pricing: Edit the price of the option, per unit or for the total
Tag: for 'good' 'better' and 'best' identification, or tiers like 'premium', 'economy' or 'mid-level'
Image: Click the box image to add an image to this option, which is able to be seen by the customer
Once finished, click 'Done' at the top right of the modal.

6. View your upgrade tool

Once you've added all your options, head to the Proposal' tab to view your proposal and your upgrade tool. It should look like the following below:

This article provides a step-by-step guide on creating a upgrade tool for selection-based pricing in Bolster. This sales tool is recommended for items with 1-10 options, or for implementing good/better/best options for customers.