How to use Catalog Items and Bundles
The Catalog features a list of your services and products along with their descriptions and prices. You can quickly use them in your deals, invoices and sales quotes to streamline your process and save your time.
In this article: | |
Manage your Items and Bundles in the Catalog |
Insert Items to a Bundle |
Create an Item |
Insert Item or a Bundle to a Deal |
Edit/Clone/Delete an Item |
Filter Deal Items |
Create a Bundle |
Manage your Items and Bundles in the Catalog
Catalog is a dedicated page where you can manage your list of services or products which we call Items or Bundles (group of Items). This is where the Items can be added, edited, deleted or grouped into a Bundle. Items and Bundles can be quickly inserted into a Deal.
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- Click on More → Catalog to access the list of your Items and Bundles.
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Create an Item
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Click on More → Catalog → Create Item
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Fill out
Item name, Description, Cost and
Price → Click
Save
Edit/Clone/Delete an Item
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Click on More → Catalog → Items
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Hover on a selected
Item
and click on
Edit, Clone or Delete icon to complete a desired action.
Create a Bundle
Bundle is a group of Items that can be inserted into a deal in one go.
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Click on More → Catalog → Bundles → Create Bundle
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- Fill out Bundle name and Description → Click Save
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Click on More → Catalog → Bundles → Select your Bundle name → Click +Insert Items
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- Select Items that you wish to insert to a Bundle → Click Insert (# Items)
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Note: Same Item can be added to multiple Bundles giving you the flexibility to offer tailored services to your customers.
Insert Items to a Bundle
Insert Item or a Bundle to a Deal
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- Open a contact → Add Deal (or Edit Deal) → Click +Insert Items.
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- In Your Catalog pop-up you can:
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- Create a new Item by clicking Create Item
- Search for an Item or a Bundle by typing its name in the Search bar
- Insert an existing Item or a Bundle to a deal by selecting its checkbox
- Select an Item or a Bundle from the list → Click Insert (# Items).
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- Click Save.
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- Go to Filters → Click + icon to add a new filter
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- In a Filter pop up select Deal Item → select is or is not → type Deal Item name.
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Filter Deal Items
Once you add your Items to a Deal you can filter for them in various deals.
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Click
Add another filter
line to combine multiple criteria →
Run.
For more information on Filters see here.
- Items and Bundles are accessible to all users on an account.
- Only Account Owners and Admins can add/edit Items and Bundles.
- When exporting deals, Deal Items will be exported if associated with a deal.
- When inserting an Item to a deal, you can update Item's description, price and quantity fields. Note: These changes will only apply to this deal.
- You can use Deal Items with Quick Quotes to build and send sales quotes in seconds.
NOTES