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How to List Main Products & Sub Products in Quotationer Item list

Organize Your Product List for Better Clarity and Efficiency:- Quotationer lets you structure your item database with great flexibility by supporting main products and sub-products under item sets. This feature helps you present your offerings in a more organized, understandable way — especially when dealing with configurable or bundled items.

Group Items by Purpose or Function:- You can define product sets using two powerful modes:

  • Just for Grouping: This mode allows you to logically organize related items under a main heading without impacting pricing or calculations. It’s perfect for grouping products by category, brand, or function.

  • As Sub Items: Here, sub-products are not just grouped visually — they are functionally linked to the main product. Quantities and prices can be calculated as part of the main item or presented separately, offering greater control and accuracy in cost estimation.

Use Profiles for Layout Customization:- Each layout profile allows you to display grouped and sub-item listings exactly the way you need — whether you want detailed pricing per item or a consolidated total under a main product.

Benefits of Product Grouping in Quotations

  • Simplifies long item lists

  • Helps clients understand component relationships

  • Reduces quoting errors by bundling sub-items

  • Makes your documents cleaner and more professional

Whether you're quoting service packages, equipment with accessories, or product kits, Quotationer’s flexible item organization keeps your workflow efficient and your documents well-structured.