Hopefully this might help a few people. It helps our reps speed up the process of creating quotes and quoting accurately.

Details below:

Problem:

We run numerous manufacturer promotions with various bundled items and discounts. Reps struggle to remember all details, leading to incorrect discounts on quotes.

Solution

I created a custom module for Product Packages. For each promotion, we create a "Package" including all products, discounts, and start/end dates. A quote lookup field allows users to select a package, automatically adding the related products with accurate pricing and information.

When a user selects a package, a client script retrieves all related products and discounts, adding them to the quote. The lookup field is then reset for additional product entries.

Some fields on the package layout include:

1. Promotion type
   
2. Status
   
3. Start / End dates for the promotion. 
   
4. Pop-up message field if we want to show the rep a message when quoting the package

I also have a workflow that sets the package to “Expired” when the record expiration date hits. The lookup is filtered in the quotes module to only show “Active” packages.

In Action (with lookup field to the package module):

The Setup:
Create a custom module “Package Items”. Add the fields as below. 

Additional Info
1. I also use client script to hide the “Auto-Quote” field when in a standard view page
2. When I name a package, a deluge script runs to append the Package ID number which is an auto-number field.

1. try {

   // List of funny loading messages

   var loadingMessages = [

   "Cranking up the quote machine...",

   "One sec... just stepped out for coffee.",

   "Hold tight! The hamsters are running the wheels.",

   "Almost there... giving it a little extra attention.",

   "Loading... probably faster than your internet speed.",

   "Please hold while we make magic happen.",

   "Just a moment... our servers are stretching their legs.",

   "Your patience is appreciated... and rewarded!",

   "Brewing up your quote right now...",

   "Give us a second... we're flexing our technical muscles.",

   "Our system is doing some yoga... stay calm!",

   "Loading... don't worry, it's not stuck!",

   "Fetching your data... hopefully with no detours!",

   "Keep calm and let us handle the rest.",

   "Processing... taking a coffee break, be right back!",

   "Stay tuned... greatness is loading.",

   "Our system is running... faster than a cheetah!",

   "Looks like you're going all in on this quote!",

   "Getting things ready... just need a moment.",

   "Hold on... we're aligning some stars for you.",

   "Please wait... we're feeding the server squirrels.",

   "One moment... your quote is coming fresh out of the oven.",

   "Loading... just making sure everything is perfect!",

   "Generating your quote... thanks for your patience!",

   "Almost there... your quote is worth the wait!"

   ];

   
   

   // Select a random message from the list

   var randomMessage = loadingMessages[Math.floor(Math.random() * loadingMessages.length)];

   
   

   // Log the entire value object to see its structure

   log("Full value object: " + JSON.stringify(value));

   
   

   // Ensure value.id is defined before proceeding

   if (!value || !value.id) {

   log("No product selected or value.id is undefined");

   return; // Exit the script quietly since no valid product was selected

   }

   
   

   // Show loader

   ZDK.Client.showLoader({ type: 'page', template: 'vertical-bar', message: randomMessage });

   
   

   // Extract the product ID and name from the value passed in

   var packageId = value.id;

   var packageName = value.name;

   log("Product ID: " + packageId);

   log("Package Name: " + packageName);

   
   

   // Get the subform field from Quotes module

   var quotedItemsSubform = ZDK.Page.getField("Quoted_Items");

   
   

   // Fetch product information for the package ID

   var packageDetails = ZDK.Apps.CRM.Auto_Quote_Packages.fetchById(packageId);

   
   

   
   

   var packageStatus = packageDetails.Status; // Active or Expired.

   var popUpMessage = packageDetails.Pop_Up_Message; // Check the package for any Pop-up message we want to show

   log("Package Details: " + JSON.stringify(packageDetails));

   log("Package Status: " + packageStatus);

   log("Pop-Up Message: " + popUpMessage);

   
   

   // Initialize array for existing line items.

   var existingLineItems = quotedItemsSubform.getValue() || [];

   log("Existing line items: " + JSON.stringify(existingLineItems));

   //

   // Only include rows with products. Excude any blank rows from the quote

   var filteredExistingLineItems = existingLineItems.filter(function(item) {

   return item.Product_Name && item.Product_Name.id;

   }).map(function(item) {

   return {

   id: item.Product_Name.id // Include only the item ID

   };

   });

   log("Filtered existing line items: " + JSON.stringify(filteredExistingLineItems));

   
   

   // Array to hold new line items we are adding

   var newLineItemArray = [];

   
   

   // Check if package is active and populate new line items

   if (packageStatus === "Active") {

   var packageItems = packageDetails.Package_Details;

   packageItems.forEach(function(item) {

   var productLineItem = {

   Product_Name: {

   id: item.Item_Code.id,

   name: `${item.Item_Code.name} (${item.Item_Name})`

   },

   Product_List_Price: item.Item_Price,

   Description: item.Item_Description,

   List_Price: item.Item_Price,

   Quantity: item.Item_Quantity ?? 1, // Default to 1 if Qty is null or undefined

   Discount: Math.abs(item.Item_Discount ?? 0) // Get the discount or default to 0 if null

   };

   log("New product line item: " + JSON.stringify(productLineItem));

   newLineItemArray.push(productLineItem);

   });

   } else {

   // Show error message if the package is not active

   // My layout to only show Active items but if you don't do that this solves it.

   ZDK.Client.showMessage('This package / promo is no longer active. Please contact the admin for details.', { type: 'error' });

   ZDK.Client.hideLoader();

   return; // Exit the script since the package is not active

   }

   
   

   // Combine existing line items with new line items

   var updatedLineItemArray = filteredExistingLineItems.concat(newLineItemArray);

   log("Updated line items array: " + JSON.stringify(updatedLineItemArray));

   
   

   // Add all updated items to the Quotes page

   quotedItemsSubform.setValue(updatedLineItemArray);

   
   

   // Reset the pick list field so user can re-use

   ZDK.Page.getField("Auto_Quote").setValue(null);

   
   

   // Hide loader

   ZDK.Client.hideLoader();

   
   

   log("Final updated line items: " + JSON.stringify(updatedLineItemArray));

   
   

   // Function to show confirmation and number of items added back to the user

   var showSuccessMessage = function() {

   ZDK.Client.showMessage(`${value.name} selected. ${newLineItemArray.length} items added successfully.`, { type: 'success' });

   };

   
   

   // Function to show popup message and then success message

   var showAlertAndSuccess = function(message, heading, buttonText) {

   ZDK.Client.showAlert(message, heading, buttonText);

   showSuccessMessage();

   };

   
   

   // Check for pop-up message and show alert if it exists

   if (popUpMessage) {

   showAlertAndSuccess(popUpMessage, "Important Information", "Got It!");

   } else {

   // No pop-up message, show the success message

   showSuccessMessage();

   }

   } catch (error) {

   // Log the error

   log('Error: ' + error.message);

   
   

   // Show error message

   ZDK.Client.showMessage('An error occurred while adding items. Please try again.', { type: 'error' });

   
   

   // Hide loader

   ZDK.Client.hideLoader();

   }