Quoter allows you to bundle Child Items with Parent Items. Bundling works very well for including mandatory products or services that are closely related to a parent product or service. An example might be mandatory support or setup charges.
1. Create a Child Item
To create bundled Items, you must first create a Child Item. In the top menu, navigate to Quotes > Items and then click + New Item.
Under Item Level, select Child, and fill in your Item details, including product and pricing information. When you’re finished, click Save at the bottom.
2. Associate your Child Item with one or more Parent Items
Click on the Item Bundling > + Add Item where you'll either associate a Parent Item to a Child Item or a Child Item to a Parent Item depending upon which Item you're creating/editing:
When clicking on + Add Item you'll be presented with either all of the Parent Items (i.e. Item Level set to Parent) or all of the Child Items (i.e. Item Level set to Child).
If you know what Item you'll be adding, you can utilize the search feature to filter by Name as per the example below:
3. Associate your Parent Item with a Template (optional)
Next, you can choose to associate your Parent Item with one or more Templates so that the Parent and Child Item(s) are automatically added to Quotes created using that template.
To do so, navigate to Templates and either edit an existing Quote Template by clicking the pencil icon beside the one you wish to edit, or click + New Template and add your Parent Item to the Quote Template by clicking on + Add Item when on the Line Items tab:
You can skip this step if you do not want the Parent Item automatically added to new Quotes.
4. Create a Quote with the Parent Item
Navigate to Quotes and click + New Quote to select the appropriate Template from the drop down:
As noted in the screenshot below the quantity for a Child Item is dependent on the quantity specified for its Parent Item, unless the Child Item’s Pricing Type is set to Flat Fee or Percentage-Based, in which case the Child Item’s quantity will always be 1.
The Child Item will automatically be included when the Quote is created as shown in the example below:
If there are multiple Parent Items that have the same Child Item, the quantities of the Child Items will be added together.