The option card and breakdown tree

What the option card shows and how to drill into the breakdown.

Where this lives: Customers → Appointment → Options → Option Card
For: Admin
Manager
Customer Care
Sales

Step 1 — Open an option's card

TODO(steps): describe how to open an option's card on this screen.

Screenshot coming soonMac — Option card with breakdown/screenshots/support-running-an-appointment-the-option-card-and-breakdown-tree-01-mac.png Screenshot coming sooniPad — Option card with breakdown/screenshots/support-running-an-appointment-the-option-card-and-breakdown-tree-01-ipad.png

Step 2 — Expand a category in the breakdown

TODO(steps): describe how to expand a category in the breakdown on this screen.

Step 3 — Drill to a product line

TODO(steps): describe how to drill to a product line on this screen.

Step 4 — Adjust quantity or unit price inline

TODO(steps): describe how to adjust quantity or unit price inline on this screen.