Decide how a price is reached
Bundle the hardware you always sell together
Why this step
Handles, hinges and locks are chosen together, not one at a time. Combos and bundles let a salesperson pick the package the customer actually buys, and product tags keep the catalogue findable while doing it.
What this does
Groups complementary fenestration items (e.g. Window Frame + Double Glazing + Roller Shutter + Magnetic Flyscreen) into pre-packaged architectural combo choices for rapid one-click quoting.
Before you start
- Product Combo feature active.
Steps
Important
Combo packages reduce quotation drafting time by 60% on standardized residential villa projects.
-
01
Open Sales › Configuration › Combo Choices and Product Tags.
-
02
Create package bundles (e.g. Luxury Villa Smart Hardware Set, Acoustic Soundproof Glass Bundle).
-
03
Define included accessories and optional upgrade add-ons.
-
04
Add packages directly to quotation lines to bundle fabrication, hardware, and motorized accessories together.
Common mistakes
- Creating rigid combo bundles that do not allow customers to customize individual glass tint shades.
- Not maintaining accurate component BOM costs inside combo choice definitions.
Checkpoint
A quotation line can pull in a complete hardware set in one choice, priced as configured.