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

    • Sending merged mail templates for signatures fail since today

      We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.

    • Feature Request - Make Lead List Larger and Adjustable

      Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the

    • Zoho Projects - Pin Recent Projects

      Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects

    • ZDK Error

      I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}

    • "Disbursing product components in phases, monitoring them, and displaying only the final product."

      i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive

    • Followed Subtasks doesn't show up in the Subtasks Section

      I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to

    • Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

      Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces

    • Automate timeout chat tracking with Workflows in SalesIQ

      With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.

    • Mass edit / Mass update products

      Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?

    • Automatic Verification of IMAP Integration Status

      Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"

    • Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

      Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t

    • CV-Library: The Newest Source Booster in Zoho Recruit!

      We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

    • Zoho AI Translate Task as Rest API

      I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.

    • Is there the possibility to book less than 250 customer portal users?

      If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need

    • Display Parts custom fields in the Work Order

      Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.

    • Unable to edit Saved Estimates

      We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.

    • Translation Blueprint & Picklists with Custom Values

      Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact

    • How to create a custom sales signal?

      I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know

    • Multi-line address lines

      How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

    • Only show products in offers based on lead source

      We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only

    • Narrative 7 - The importance of data sharing

      Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This

    • TrueSync regularly filling up my local disk

      Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

    • How can you re-push non failed submission through the integrations again?

      Hi, I can see there is an option the 'Re-push' failed integration submissions from Zoho Forms. Is there a way to do this for all submissions? We've just re-built an integration so things go into different fields and we would like to re-push everything

    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track

    • Issue with Zoho Projet

      Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project

    • SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface

      I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePass

    • Published Components

      @zoho team, Checking if we can add a password for the public links as we have non-licensed users

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • Please Enable Snippets for Agents Adding Comments

      Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the

    • Tip of the Week - Extracting Data from JSON Columns

      Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data

    • Deluge UI Updates

      Are there any updates planned for the Deluge UI in Zoho Desk? It feels quite dated and lack-lustre after you've spent some time in the CRM Deluge UI.

    • Zia Agents - Follow Ups

      It would be nice to have Zia Agents do follow ups. A lot of times agents are trying to schedule things with users and they say "can we set your printer up tomorrow?" and the user never says anything. A way to have a personalized reminder to the user automatically

    • Hide Agents name in Ticket Responses in "My Area"

      We were able to hide the agents name in the emails, however, the customer is able to see which agent has responded to a ticket in the thread of emails by going into their Help Center thread. Is there any way we can hide that information?

    • Option to Automatically Update Extensions

      Hello Zoho Desk Team, We recently received an email notifying us about an extension update that must be done manually. We’d like to request a feature that allows extensions to be updated automatically without requiring manual intervention. This would

    • Copy / Duplicate Workflow

      I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

    • Embed Report with Auto Height

      Hello Developers, When we embed report within Page, we are getting one awesome feature to adjust the report height. "Auto" and "Custom' height. This "Auto" option works well when we have no records. But I want to embed report based on some conditions

    • Zoho Payroll: Product Updates - August 2025

      This month’s updates to Zoho Payroll bring enhanced efficiency and smarter features, simplifying payroll management for users in India, UAE, KSA, and US. Read on to explore how these updates can streamline your workflow. Filter Pay Runs by Type (India,

    • Numerical Rating for Interviewer Assessments

      Introducing Numerical Rating, a powerful new addition to interviewer assessments that brings precision and flexibility to candidate evaluations. ✅ What is Numerical Rating? Numerical Rating lets interviewers assign a score for each question in the assessment,

    • Choosing a portal option and the "Unified customer portal"?

      I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

    • 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

    • Next Page