How to Add a Sub-Item Group

Before You Start

Sub-Item Groups allow you to organise related Items together within a Quote. This can make larger Quotes easier to read and manage by grouping Items under a common heading.

Step 1 - Navigate to the Items Tab

1. Open your Quote.
2. Select the Items tab.

Step 2 - Add a Sub-Item Group

1. Click + Sub-Item Group.
2. Enter a name for the Sub-Item Group.
3. Add the required Services, Materials, Instruments, Consumables or other Items into the group.
4. Edit the quantities, pricing and descriptions as required.
5. Click Save.

Best Practice

• In most cases, it's easier to start with a Composed Item, as it can be saved and reused from your Inventory.
• Use Sub-Item Groups when you simply want to organise Items within the current Quote.
• If you create a group that you'll use again, consider converting it into a Composed Item for future reuse.

Summary

1. Open your Quote.
2. Select the Items tab.
3. Click + Sub-Item Group.
4. Enter a name for the Sub-Item Group.
5. Add the required details.
6. Edit the quantities, pricing and descriptions.
7. Click Save.

Related Articles

• Understanding Composed Items
• How to Add an Item to a Quote
• How to Save a Composed Item to Your Inventory
• Understanding Quote Item Types: Items, Sub-Item Groups, Composed Items