Accessories are products that make your main product more useful and versatile. For example, a TV mount.

This article explains the options for adding accessories after a product is added to the quote. Accessories can also be bundled with products in the catalog and classified as “Required,” “Recommended,” or “Optional.” This way, you are prompted to choose the accessories, or they are automatically added when you add the product to the quote.

Check out this article if you want to make all or some accessories available from the catalog.

You may want to add accessories to a product if you don't plan to make them available from the catalog.

To add accessories in the Quote Details view, you have two options:

Both these options will open a modal to add accessories. Search for accessories as you would for items, then click "Add" to add them.

All accessories from the catalog or added in the quote view are seen as collapsed items under the parent item.

If you want to replace an accessory that came from the catalog, select “Replace current accessories” in the Add accessories modal. This will replace even the ‘Required’ accessories that came from the catalog.

This is helpful when using different accessories based on customer preference.

You may have added the same item to the quote multiple times, each with the same accessory. If you want to swap the accessory:

1/ Click the 3-dot menu of the accessory and click "Replace."

2/ In the Replace modal, select "Replace items in locations."

3/ Select the locations.

4/ Click "Select" next to the replacement item. , and click "Replace."

If you want to remove an accessory, click the 3-dot menu for the accessory and click "Delete from quote."