Items Bundle 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/8.x compatibility
- Included in our packages: Mini, Extended and All Access
Start using Items Bundle now!
Accessibility & Creation of the bundles
After successful installation of Items Bundle, you can access the extension via:
Main Menu - TOOLS - Items Bundle
How to create a new Items Bundle template?
- Navigate through the menu to the Items Bundle list view
(Image A) - Click on the
(Image B) - Fill in 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 bundles/templates to load Products & Services.
How to use items bundles/templates
Using Items Bundle for Vtiger is very quick and will save you a lot of time!
- Select any module that has a product/service items block
(for example Invoice module) - Scroll down to the Item Details block
- The Item details block contains our bundle templates shown on the image
- Select the templates you created and click on
or 
- The products/services from the template will be added to the record with 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 a feature that checks if the 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 the actual price and the price used in the bundle template
- The user can then click on "Use actual prices" instead of changing price manually
Installation & Validation is via our Free Extension Installer
For detailed guide how to validate and install our modules visit guide below:
Try Items Bundle in our Vtiger CRM demo
See how Items Bundle works in practice before you buy.
Vtiger CRM DemoView Demo
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