How to Show Product Group Name if found for the line item for the Quotes & Invoices?

How to Show Product Group Name if found for the line item for the Quotes & Invoices?

Navigation: Quotations --> New Quotation | View Quotation | Edit Quotation || Invoices --> New Invoice | View Invoice | Edit Invoice

The user can now view the list of products under a single group while adding them from a group of available products under the quotation module. Similarly, this applies to the invoice module also.

1.        Click the "Quotations" module from the left panel and select "New Quotation."



2. Select “+ Add from Group” to add the available products to the quotations from the group.



3. The group name will be displayed below each line time.

Mobile:


The grouping of the products helps the user differentiate the items added from a group from the items that are not present in a group.  



    • Related Articles

    • How to setup Tax group and associate a tax group with a customer?

       Navigation:  Settings --> Configuration Settings --> Quotes and Invoice Settings -->New Tax Group Navigation: Settings -> Organization Settings -> Customer Settings -> Enable Billing Cycle should be turned on for the linking of tax group with the ...
    • Quotes Form Overview

      Being a crucial part of the quotation process, the New Quote Form holds an array of important fields, sections, and tables. Here's all you need to know about the components of your New Quotes Form. Customer & Job Details Section This section captures ...
    • Zuper Product Glossary

      This glossary describes key concepts, terminology, and modules in your Zuper app. It's a good place to get started learning how to set up your Zuper app to meet your unique business needs. @ - Jobs - Customers - Employees & Teams - Quotes - Parts & ...
    • How to Use Quotations & Invoices Reports?

      Quotations and Invoices Reports help you get a better understanding of your collection and payment process. It allows you to export the quotation and invoice-related data which can be used to slice and dice and retrieve meaningful insights.   Using ...
    • How to create & manage reminder and delay alerts for Jobs, Customers, Quotes & Invoices?

      Customer Reminders: Navigation:  Settings --> Configuration Settings --> Notification and Alerts --> Customer Reminder You can now set automated follow-up reminders for both customers & back-office team for the pending items that need action.  ...