Quote & Invoice Grouped Items

[PaulTECHCA]

Feature request: the ability to add a list of products to an invoice and then separate them into groups where each group lists the items but only shows a sub-total of the items in the group. As an example;

Line item1: 24port Switch 24 Port Layer 3 GB switch $255 Qty 2 $510 Line item2: 250' CAT 6 250' CAT6 Cable $215 Qty 1 $215 and so on.

Click Group and give it a title (ex. Network Products) > place checkmarks on items to include in that group and the preview shows the group as follows:

Network Products Sub-Total $725 Qty 1> 24 Port Switch 24 Port Layer 3 GB switch Qty 2> 250' CAT 6 250' CAT6 Cable XYZ Products Sub-Total $XXX Qty 3> XYZ line item Qty 2> Next XYZ line item

This is very common in invoicing especially in competitive bid situations.

[weissmike]

I've seen another solution accomplish this with a special subtotal line item.

[DrDBanner]

Adding a text just for the sake to have the keywords and ALL similar FR in one place.

Product Containers / Groups

We have the use case that we would like to add a product [container] (as a container for further products) to an invoice. Once this product container is added to an invoice, the other predefined products are automatically included in the invoice with predefined quantities.

When creating products, I imagine like: you select a checkbox labeled 'Make this a [root/container] product.' Then, a dialog appears to link existing products with this root product. The user has the option to define the quantities of each product so that after selecting the root product in the invoice creation process, the desired predefined products with quantities are automatically added to the invoice.

Edit: An additional checkbox for subtotals (where the individual price of the added products is hidden but subtotaled and/or manually defined in the root product) like in the OT, would be a functional addition to the "product containers" functionality.

This allows for quickly creating an invoice with low error tolerance.

Similars and Related : #2931 #2090 #2728 Remotely related: #9414 #8638

IMHO: Given the amount of FR regarding this topic it might qualify for a "cherry pick".

[turbo124]

@DrDBanner

Is the main goal here quickly injecting products into an invoice - or - using a group of products within an invoice but not showing any pricing data at all, only a final total?

[weissmike]

Mine was simply to group items. My use case was not like products, but services provided on different job sites. It made it easy to subtotal items as you saw fit.

My use case would require the use of the same products between groups.

On Sun, May 5, 2024, 9:53 PM David Bomba @.***> wrote:

@DrDBanner https://github.com/DrDBanner

Is the main goal here quickly injecting products into an invoice - or - using a group of products within an invoice but not showing any pricing data at all, only a final total?

— Reply to this email directly, view it on GitHub https://github.com/invoiceninja/invoiceninja/issues/2719#issuecomment-2095070292, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAMBGEFY2X6JMIVPRAAS653ZA3PCPAVCNFSM4G5DVGT2U5DIOJSWCZC7NNSXTN2JONZXKZKDN5WW2ZLOOQ5TEMBZGUYDOMBSHEZA . You are receiving this because you commented.Message ID: @.***>

[DrDBanner]

@turbo124 my usecase is the ability to inject a subset of predefined products or services into the invoice. It mitigates room for selection failure on the editors side and a speed-up of the process is a consequence. The subtotal function would be an addition to the former.

[vslonska]

Feature request: the ability to add a list of products to an invoice and then separate them into groups where each group lists the items but only shows a sub-total of the items in the group. As an example;

Line item1: 24port Switch 24 Port Layer 3 GB switch $255 Qty 2 $510 Line item2: 250' CAT 6 250' CAT6 Cable $215 Qty 1 $215 and so on.

Click Group and give it a title (ex. Network Products) > place checkmarks on items to include in that group and the preview shows the group as follows:

Network Products Sub-Total $725 Qty 1> 24 Port Switch 24 Port Layer 3 GB switch Qty 2> 250' CAT 6 250' CAT6 Cable XYZ Products Sub-Total $XXX Qty 3> XYZ line item Qty 2> Next XYZ line item

This is very common in invoicing especially in competitive bid situations.

I agree, that would definitely put Ninja Invoice at a higher level than other solutions for invoicing. I'm now using a custom field to organize products in groups (with a same title to each product of the same group), but it doesn't allow subtotals. For the client who want to know the price of a specific part of the project, it means that he has to calculate the subtotal himself, which is not very convenient.

Thanks,