User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote

The updated version uses client script instead of deluge.

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.


The Code: 

  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();
    }

    • Recent Topics

    • InvokeURL butchering JSON for OpenAI API calls

      My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

    • Custom order for Current Stage (Blueprint field)

      Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

    • CRM E-mail Sync from Outlook

      We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

    • Run your help desk on your schedule

      In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

    • The Customer Happiness REST API is broken

      1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • Automatic Department and Employee Sync Between Zoho One and Zoho People

      Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

    • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

      Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

    • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

      " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

    • Image inputed in Zoho Form were displayed to small in exported version

      Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

    • API. How do I get responses submitted to the form?

      Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

    • Question about Zoho CRM Professional plan users

      Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

    • Communicating with emojis

      On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

    • Is it possible to create a word cloud chart in ZoHo Analystics?

      Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

    • Help integrating Aircall into Zoho CRM

      Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

    • Shopify Extension no longer working in CRM

      Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Easy third party collaboration: Zoho Flow Integration

      Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

    • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

      How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against

    • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

      Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

    • how to edit the converted lead records?

      so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

    • Zoho Bookings <> CRM integration

      Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this

    • Cannot reject empty expense report

      Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate

    • Use of Zia within Forms

      I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field

    • Default in fields on Form B based on the user selection in Form A

      Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Last activity time is acting like last modified time

      When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like

    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

    • HEX/RGB Color Input in Visual Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to improve the color selection options in the Pagesense popup editor. Current Limitation: Currently, to set text colors, users must move the color slider manually.

    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

    • CRM and Campaigns- tags not integrating?

      Hi! I am setting up an automation in zoho campaigns and it says the crm is integrated...but when I want to use a trigger of a certain tag I created for people in the crm to denote those who purchased, it doesnt have that tag available as an option in

    • Maximum limit of rows exceeded

      I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • 【参加無料】今年最後のZoho ユーザー交流会｜東京・大阪・名古屋で開催！ 活用事例＆ユーザー同士の情報交換

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11月に東京、大阪、名古屋の3都市でZoho ユーザー交流会を開催します！ 毎回ご好評いただいている本イベントでは、実際の Zohoユーザーによるリアルな活用事例の共有や 参加者同士でノウハウを交換し合うグループワークを予定しています。 「他社の活用を参考にしたい」「Zoho をもっと使いこなしたい」方にぴったりの場です。 初参加の方もぜひお気軽にご参加ください！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Tip #7: 5 formas de mantener tus listas de correo electrónico

      Tips and Tricks #7, adaptado de Susmit Sen ¡Hola, comunidad! Esta semana volvemos con nuestros Tips and Tricks para Zoho Campaigns. En esta ocasión, voy a darte algunos consejos para mantener limpias tus listas de correo electrónico, y empezar el 2021

    • Mail Merge related Lists

      When I try to merge an associated list the fields do not have a checkbox to choose them as it does in the tutorials. Am I missing something? Any ideas would be appreciated.

    • create-a-purchase-receive API issues

      Hello all, I'm trying to use the create a purchase receive inventory API documented here (https://www.zoho.com/inventory/api/v1/purchasereceives/#create-a-purchase-receive) however when I do am getting the following error {"code":9,"message":"The purchase

    • Zoho Pagesense really this slow??? 5s delay...

      I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

    • Heatmap: Missing Content Elements - Zoho Page Sense

      Hi there, I'm trying out Zoho Page Sense to generate heatmaps for my Wix pages. My problem: Some parts of my Wix pages don't show on my heatmap, the heatmap is just empty there. Maybe Wix default lazy loading setting causes this error? Is there a way

    • Next Page