When building quotes by adding products, there is always scope for adding "Accessories" to extend product functionality. Bundling accessories with products makes the parent products more useful and versatile and also allows you to focus on the large quoting features when quoting.
For example, a wall mount for a TV, HDMI for a Projector, speakers for a laptop computer, and so on.
Types of accessories
There are three types of accessories on Cloud: Required, Recommended, and Optional. Based on the type of accessory, you are either prompted or not prompted to add it when adding the parent product to the quote.
Required - Automatically added without user intervention
Recommended - Prompt and recommend including this accessory. Added without user intervention.
Optional - Prompt to include this accessory. Added upon user selection.
You can classify an accessory as Required, Recommended, or Optional when adding it via category rule or from the catalog. This classification can be changed at any time, and the accessories are shown accordingly the next time the parent product is added.
Bundle accessories with products
On Cloud, there are many ways to bundle accessories with products.
All these ways are designed to complement each other and help you choose the final list of accessories in the quote.
Choose accessories in the quote
Every time you add a product with a Recommended or Optional accessory to a quote, you will see a modal at the bottom to add the accessories.
'Required' accessories are added automatically when the parent product is added.
After adding a product with accessories, the accessories are listed under the parent item.
Accessories in the proposal
In the proposal, accessories are not shown by default. You can edit the proposal and choose to show the accessories.
Check out this article for more details.