Working with composite products

Do you often invoice the same combination of products? With a composite product you bundle several products from your catalogue under one title. When you put that package on an invoice or quote, all underlying products are added at once as separate lines.

Handy for an installation package (materials plus labour hours), a maintenance formula or a fixed starter kit.

💡 Tip: A composite product is not a product in itself. It is a template that breaks down into the individual products on the document, so you can still adjust quantities and prices per line.

What you need first

The products you want to bundle must already be in your product catalogue. To learn how to create or import products, see How can I import my existing products?

Managing products and composite products depends on your subscription. If it isn’t included in your plan, you can add it as an add-on.

Step 1: Create a composite product

1. Click Products in the main menu
2. Select Composite products
3. Click New composite product

Step 2: Add products to the package

1. Enter the name of the package under Title, for example Standard installation package
2. Search for a product in the product field and select it
3. Repeat this for every product that belongs in the package

Below the search field, the list of selected products appears. You immediately see the Total price: the sum of the prices of all products in the package.

To take a product back out of the package, remove it from that list.

4. Click Save

💡 Tip: The order in which you add products is also the order in which the lines appear on your document.

Step 3: Use a composite product on a document

1. Open an invoice, quote or other document (or create one)
2. Click Add product in the action bar
3. Go to the Composite product tab
4. Search for the package and click it to select it (you can tick several at once)
5. Click Add

All products from the package are now placed on your document as a group of lines, with the package title as the group heading. Each line keeps its own description, unit, VAT rate and price.

💡 Tip: Is your document calculated including VAT? The prices are then converted automatically when adding. Products with a special VAT regime (for example “outside VAT”) keep that regime.

Editing or deleting a composite product

Go to Products > Composite products. There you can, for each package:

• edit it (pencil icon): change the title, add or remove products
• duplicate it: handy as a basis for a variant
• delete it

Changing a package does not affect documents you have already drawn up. The lines already on them remain unchanged.

Changing prices

The total price of a composite product follows the prices in your product catalogue. If you change the price of an individual product, that new price automatically applies the next time you put the package on a document.

Want a different price for one specific customer? Adjust the line on the document itself after adding the package.