Items Bundle extension for Vtiger CRM

Create products and services bundles, use them in Invoices, Sales Orders and other records

Product and service bundles will streamline your work and save you time

Items Bundle features

  • Create Product and Services bundles
  • Name the bundles based on your needs
  • Currency, Tax Mode supported
  • Combine products and services
  • Price change control feature
  • Supports all products and services in your Vtiger
  • Compatible with all modules which have Item Details block
  • Vtiger 7.x compatibility
  • Included in our packages: Extended and All Access
item bundles for vtiger features

Start using Items Bundle now!

(Click on images to enlarge)

Accessibility & Creation of the bundles

After successful installation of Item Bundles, you can access the extension via:

Main Menu – TOOLS – Items Bundle

items bundle vtiger menu

 

 

How to create a new item bundles template?

  • Navigate trough menu to the Items Bundle list view
    (Image A)
  • Click on the 
    (Image B)
  • Fill up the required fields and select the Products & Services
    (Image C)
  • Click on the    and your template is ready!

Note: When creating a template via Items Bundle, there is also the option to use existing bundle/templates to load Products & Services.

how to use items bundle

How to use items bundles/templates

Using Items Bundle for Vtiger is very quick and will save you a lot of time!

  1. Select any module that has product/service items block
    (for example Invoice module)
  2. Scroll down where Item Details block is
  3. The Item details block contains our bundle templates shown on the image
  4. Select the templates you created and click on  or 
  5. The products/services from the template will be added to the record within a one click!

– replace all items in the record with items from your template
– adds items from bundle template to existing items in the record

 Note: Same Tax Mode has to be used for the template and the record.

Different item prices control

Our extension has feature that will check if Product or Service price has changed.

  • If the price of a Product or Service in the system has changed, and these items are used in the Items bundle template, the user will be notified by a pop-up window
  • Pop-up window “Different prices” will show actual price and the price used in the bundle template
  • The user then can click on “Use actual prices” instead of changing price manually
items bundle different prices check

Installation & Validation is via our Free Extension Installer

For detailed guide how to validate and install our modules visit guide below:

Try Items Bundle via our Extension Packages Trial (14 days)

(included in Extended and All Access packages)

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Dear Vtiger Community, we now also support Vtiger 8.1 version. The list of supported extensions can be checked via More info button.

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