Customers will want to see the products included in a project listed intuitively to help them understand how you plan on executing the project.
Cloud allows for grouping products in multiple ways in the proposal.
Location - for projects where products are installed in multiple locations.
System - for projects where most or all products are installed in a single location.
Phase - for projects to install the various systems in different phases.
Category - for projects where you would like to display products by their type.
None - all products in the project will be displayed in one block together, regardless of location, system, phase, or category.
You also have the option to group by location and then by system or vice versa. These options are great for larger projects that require a more discrete grouping.
By default, a proposal will show the products grouped by location.
To use a different grouping criterion in the proposal, go to the "Edit" view of the proposal and click "Edit" in the Locations (Products) section. Select the new grouping criterion in the "Group By" dropdown.
If you are grouping the products by phase or category and want to show their accessories in their own phases, turn OFF the "Group accessories with parent phase" or "Group accessories with parent category" option.
You can also rename the Products section with a name that suits the new groups.
