No parent product for billing when converting a product bundle

When you make a bundled product and a quote is won, on conversion of items to a ticket, it only puts the bundled in items, There should also be a "Parent" product that gets billed as per the quoted bundle.

When you quote bundled products, you hide the components, so not sure why you would bill those and show the customer what it consisted of. There may also be conflictions with this change, for example you may sell a bundle but bill components for things like services etc.

I'd imagine it needs some thought around scenarios, maybe settings at the bundle level to control these scenarios, for example "Show parent product on quote only" and "Convert parent and components during opp conversion"

Also there should be a setting to mark the bundled components as not billable, otherwise you have to edit each line item on the product screen (or charges tab in AT) Then manually add a billable parent product.

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Product

Date

3 months ago

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