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

    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

    • Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

      Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific

    • Assign Meeting in records

      It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to

    • You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token.

      I can no longer connect to my bank account to download transactions into Zoho Books. I egt the error message: "You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token. To connect more accounts, write to us

    • Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)

      Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.

    • Sales Receipts in UK Free tier

      Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.

    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

    • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

      Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works

    • Migrate different zoho subscription to zoho one

      Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees

    • Bigin use in hospital- Human Med or Veterinary

      I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?

    • How to sync overtime from zoho people to zoho payroll

      Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime

    • Standardize email communication with Signature Template

      Maintaining a consistent and professional signature across all outgoing emails is essential for any organization. However, when users manage their signatures individually, it often leads to inconsistencies like varying formats, missing designations, or

    • How can I export all Deluge code across the application?

      I’m working on a application with multiple forms, reports, and HTML views, where Deluge scripts are used across workflows, field actions, and custom functions. Is there a way to export all Deluge scripts into a single file for easier search?

    • Zoho Books: tax is not automatically pulled from product-data anymore - why?

      Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • Zoho Creator to GMAIL API Setup - Where Do I Begin?

      Does anyone know how to connect Zoho Creator to Google Workspace (Specifically GMAIL?) We have FLOW setup and working fine to send emails via GMAIL, but Flow doesn't accept file attachments which is a major problem. So, we need to be able to send an email

    • Kiosk Page Refresh

      We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

    • Setting GC session variable programatically in a website

      Hi! Is there a way now to programatically set session variables from a website for a Guided Conversations? The current available methods are dependent on react-native.

    • Ticket Merge Error

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Update application by uploading an updated DS file

      Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

    • Two-factor authentication (2FA) Log-in Problems

      The Two-factor authentication (2FA) Login on my passwords doesn't match , so it wont accept login I'm down to my last backup code.

    • Remove my video

      Hi, How can I remove my video so that I don't have to see myself. It's weird so I always remove my own video from what I see but cannot find this feature here. Thanks!

    • Client Script: Any plans to add support for multi-select field with onChange

      Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

    • Zoho Campaigns API endpoint for contact details

      there is some REST API support for Zoho Campaigns, however, I am not able to find an endpoint for "get contact details".  in particular, I'd like to access contact's subscription status and also their topic. ideally there is all profile available including

    • Feature Reqeust - Include MPN In Selectable FIelds

      I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Windows Desktop Application for Bigin

      I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Salesforceに添付ファイルを格納したい

      お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。

    • Knowledge Base article lists

      Is it possible to adjust the number of articles that are visible under a category of the Knowledge Base portal? Currently it looks like by default it populates about 5 articles before it puts the "more" option at the bottom. Looking to see if I can extend

    • Discrepancy in Contracts with Fields list/Layout

      The Support Plan field on the layout isn't in the fields list. What am I missing?

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Migrating all workflows to another Zoho account

      We are going to transfer into another company, and we are going to get new emails and new Zoho accounts. Is there a way to migrate (or save in some sort of external file) all presets and settings that we have on this account? That includes primarily workflows,

    • Edit The Newsletter

      There doesn't seem to be the ability add a title and a caption below the button. Can this be done?

    • Additional Address - Company Name

      It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

    • Unable to Delete Items – No Visible Transactions but Error “Items which are a part of other transactions cannot be deleted…”

      Hello Community, We are using Zoho Inventory for our business and encountered a persistent issue that is preventing us from deleting certain items. The message shown is: “Items which are a part of other transactions cannot be deleted. Instead, mark them

    • Keyboard UX for Assemblies

      The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal

    • landed cost-need help with different currency under the same bill

      I’m having trouble recording landed costs in Zoho Inventory/Books. My purchase order is in CNY, but the landed cost (freight) I pay is in USD. Zoho forces everything under the same bill to use one currency, so I can’t enter the landed cost in its actual

    • Improved Functionality PO Bill SO Invoice

      Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT

    • Next Page