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();
    }


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Change Last Name to not required in Leads

                                    I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                  • Having Trouble Opening The Candidate Portal

                                    Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

                                  • Tip of the Week - Spot Risky Sales with Conditional Formatting

                                    In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

                                  • How do I duplicate / copy a campaign

                                    I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

                                  • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

                                    We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

                                  • Creator Change History: Ways to improve

                                    Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

                                  • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                    Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

                                  • add employees and customiz

                                    I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

                                  • Inactive User Auto Response

                                    We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

                                  • Zoho People Attendance Module - Split Shifts

                                    Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

                                  • Zoho One subscription

                                    we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

                                  • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

                                    In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

                                  • Dashboard

                                    I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

                                  • Can i connect 2 instagram accounts to 1 brand?

                                    Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

                                  • Zoho Forms - Improved Sub-Forms

                                    Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

                                  • What's New in Zoho Billing | Q3 2025

                                    Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

                                  • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

                                    How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

                                  • WhatsApp Business Calling API

                                    Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

                                  • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                    Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

                                  • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

                                    Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

                                  • Connecting two modules - phone number

                                    Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

                                  • Zoho Marketing Automation 2.0 - Landing Page function not working

                                    Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

                                  • Unable to use Sign "You have entereed some invalid characters"

                                    Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

                                  • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                    Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

                                  • Messages not displayed from personal LinkedIn profile

                                    Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

                                  • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                    I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

                                  • Onboard new users easily with native screen recording in Zoho Projects Plus

                                    Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

                                  • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                    Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

                                  • Can you stop Custom View Cadences from un-enrolling leads?

                                    I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

                                  • Zoho Desk Android and iOS app update: Agent detail overview

                                    Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

                                  • Blog Widget: Show recent blog posts on my homepage

                                    Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

                                  • How to iterate through excel data using zoho rpa

                                    I wanted to iterate or loop through excel data ( datatable). How can i do that

                                  • Zoho Commerce

                                    Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

                                  • Mass (Pull back) (Close WOs) (Close APs)

                                    Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass

                                  • Customising Zohidesk portal default widgets

                                    Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them

                                  • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                    when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.

                                  • Seamless multilingual messaging and tone control in Zia IM Composer

                                    Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages

                                  • Advanced Deluge help needed with custom function and COQL limits

                                    I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit

                                  • Tip of the Week - Conditional Formatting Chart

                                    Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to

                                  • Zoho Learn - AI Translate

                                    Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling

                                  • Next Page