Proposals & Invoices: Summarizing Items with the New Item Group

Do you want to offer your customer an amount without a detailed breakdown – for example, because it represents your individually purchased items, it would be too detailed, or you want to include a buffer? Then the new item group is just right for you!

The item group consists of several items and shows only the total sum.  You can choose for each group whether the individual items should be displayed textually or hidden. The group can then be moved as a whole with drag & drop in the proposal.


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(1) Label the item and choose the type (service or additional service) as usual. The sum of all items inserted below is displayed here.
(2) Optional description for the item
(3) Insert all items that should make up the total sum.
(4) Decide whether these "sub-items" should be displayed or not.


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A click on the item opens the editing window. The item can also be moved as a whole.

Details

• The formatting is uniform (analogous to detailed and lump-sum items).
• With automatic numbering, the numbering continues as normal.
• For the individual items, the costs for the preliminary costing can be stored in the proposal calculation.
• Transferring the service to the project: It is adopted as a service for time tracking and budgeted.
• Transferring the additional service to the project: It is adopted as an additional service (including any forecast costs). The associated individual incoming invoices can then all be assigned to this one item.
• ⚠️ The item groups are currently not yet supported by the predefined catalog.