Zoho CRM Quotes for Different Volumes

Hello all,

I am looking for some ideas or advice on how to

configure products
give pricing for the same product at different quantities

A. Configure Products

So here we are looking for ideas how to "configure products" without having to create a separate product / part number for each product.

For example:

We sell business cards. The product record is called business card.

but it can be

- 2 colors

- 3 colors

- 4 colors

- 2 front / 1 back etc.

Another example is a computer

- you need to choose RAM

- you need to choose Storage

- etc.

There are so many combinations just for this product that it does not make sense to create a separate product for each.

Our idea for configuration is to be able to

- price it properly

- keep the configuration as reference so it shows on the quote

We tried with a Custom Module called Product Configurations.

This module has a subform.

The firs column is a LookUp to another Custom Module called Product Parameters - for example Colors Front, Colors Back, RAM, etc - so they are standardized

The second column is a text field which contains the value.

So in the Quotes module we adeed a LookUp where you can add a Product Configuration.

So it looks like this

Product	Product Configuraion	Quantity	Price
Business Card	Business Card for Zylker	1000	100

The record Business Card for Zylker Looks like this

Colors Front	4
Colors Back	0
Material	Carton
Additional Color	Gold

However

using MailMerge we cannot get the subform from the lookup record Product Configuraion which is a lookup in subform in the Quotes. So we cannot visualise what is the actual configuration

Does anyone have any ideas how to solve this or how to approach the case in a completely different way?

B. Pricing for different sizes / amounts

We have a case where we want to give pricing for the same product, but at different quantities.

For example lets say we want to give a quote for a business card

We want to quote like this

Product	Qty 1000	Qty 5000	Qty 10000
Business Card	$100	$200	$300

The problem is that each product will have different quantities and pricing.

So we do not always quote for 1000, 5000, 10000, but those vary.

I could not solve it with subform as in a subform you cannot change the column headings.

Therefore you cannot change the volums.

We tried using currency fields and text fields, but it did not work as sometimes we want to quote multiple items.

We also tried to use the quotes subform and just add row 1 - volume 1, row 2 - volume 2, etc. but is is not great as those are not line items, but options - the customer will choose only one of those.

Does anyone have an idea how we can approach this?

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