Let your customers choose from a variety of options by creating bundles in your optimized Products & Services catalog.
Create Bundles in your account settings by filling in the information in the form according to your needs:
We offer two ways to view this article, depending on your preferences:
🎥 Video capsule
📙 Step-by-step guide
Go to Settings - Products and Services
Click on +Product
Fill in the information in the form:
Type:
Service
Bundle offer
Inventory *
Non-inventory *
👉 Note * The last two type options, are to be developed to complete this functionality.
Status: Active or Inactive
Name: Give a name to the offer ie. GOLD Package - Be sure to add the name in English in order to respond in your customer's language of preference.
Description: Add a description if necessary
SKU: Add a code if applicable. Scanner
Label - Color: Add a label and or colour if applicable
Bundle items settings: Activate or deactivate bundle settings according to your needs.
Hide bundle item name and description when printing and sending quotes and invoices
Hide bundle item prices when printing and sending quotes and invoices
Enable selection of bundle items on quotes and invoices
Bundle discount: Add discount in $ or %.
Bundle items: Add bundle items ie. 40-gallon water heater, valve box...
When creating the quote, customize the offers by choosing from the bundles available in your Products & Services catalog.
Add a description, line of text, to an invoice
Our team has improved the process of adding items to an invoice.
You can now add a line of text with a description, title or as required, without having to add a price.
The Add Item button has been moved to the top of section 2 of the invoice.
Add description is right next to it.
