Autopopulating multiple line items by entering a parent umbrella line item

[vschobel]

Would it be possible to build a "global" line item (with no associated SKU) that, when used, would represent a bundle of other related "sub" line items with SKUs and pull these "sub" line items into the deal in the its place?
The point is to help the sales reps avoid needing to write out 24 line items for an offering that is typically sold as a whole unit but, every once in a while is sold as only 3 or 4 of the 24 line items. Thus, we do need to have 24 unique SKUs (i.e., line items) and cannot just have one overarching global one.
It would be ideal if we had a global line item that ,when used, would result in the 24 individual line items being autopopulated on the backend in the deal once the new deal is saved.
Is this possible?

[KOrosz]

This would be a super useful feature. We're a SaaS company, selling support solutions with more than 1y terms and we're struggling to see the invoiced years on separated line item rows. With the main line item / sub-line item solution, our current biggest pain would disappear.

[LMeert · Accepted solution]

Hi @vschobel,

There are a few ways this can be done but they will all require (to my knowledge) a bit of development capabilities or experience using third party automation tooks like Make and/or Zapier (trickier with that one).

If you have a pro or above subscription to operations hub you can do this using the custom coded actions.

- You can create those 'packages' in your products (store them in a separate folder for ease of use/maintenance). You can imagine creating a boolean custom property "package" to easily identify them.

- Then you set up a workflow to run when a product is added to a deal :

-> Create a deal-based workflow and as a trigger select a line items filter and then filter on "package" = true.

-> You can then use a if/then branch and create as many branches as you have packages

-> For each branch use custom coded actions to remove the package from the deal and associate the corresponding products with your deal.

As a reminder, I'll leave below the schema illustrating the relationship between deals and products => they're made with line items, so you will have to delete the package line item and then create all the line items for all the products within the package and associate all these line items with the deal. 

This works but you will lose the information that a package was used.
You can also imagine doing this while leaving the package in the deal with a price of 0.
If you use custom quotes, you can code them so they list the package first and have a different presentation for it.

Hope this helps !
If it does, please consider marking this answer as a solution 🙂

Best,

Ludwig

[TitiCuisset]

Hi @vschobel 

Thank you for reaching out.

I want to tag some of our experts here - @LMeert @himanshurauthan @Mike_Eastwood @Levi do you have any thoughts for @vschobel on this? 

Thank you!
Best

Tiphaine