Group Items (or otherwise known as Parent/Child Items) are typically used by designers to show a single item to a client, even though it represents a number of components items on the backend. For example, a designer might show a "Living Room Couch" on a proposal/estimate to a client. However, the items needed to make that said "Living Room Couch" include the fabric, the couch, and the labor to upholster it.
In this Step-By-Step Guide, and Short Video, we are going to show you how to create Group Items in Designer Link 2.0. The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
STEP-BY-STEP GUIDE
STEP-BY-STEP GUIDE
BEST PRACTICES
BEST PRACTICES
Group Item Page Edits:
Choose from 9 editable columns to digest the component item information you want to see.
Click into and edit the component items direct from the page!
Group Item Proposal/Estimate View:
Group items are put onto Proposals. Component items are put onto Purchase Orders. When on a proposal, you can see BOTH the group item's information and the respective components' item information by hitting the checkbox at the top of the view.
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Why is an item not being added to my Group Item?
It is likely that your item is already on another proposal or already added to another group item. You will need to remove the item and/or clone it to add to your intended group item.
Is there a way to clone Group Items?
There is no way to clone a Group Item. We suggest making template items if you intend to use them as components for multiple items.
Do I have to use Group Items ?
You do not need to use Group Items if you do wish to. While we encourage the use of the function, needs vary from firm to firm.
And that is how you can create Group Items. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].